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Services

We offer expert bookkeeping, strategic business advice, and personalized growth strategies to optimize your small business's success

Clarity - Essential

  • Categorize bank, merchant, and credit card transactions

  • Reconcile all business accounts

  • Prepare monthly financial statements

Confidence - Insight

  • Includes Clarity - Essential Services plus

  • Cash Management Services

    •  Invoice customers, account receivables management

    • Vendor payments, account payable management

  • Financial Statement (P&L, Balance Sheet) Analysis​

  • Monthly one-hour consultation to improve profit and maximize growth

Counsel - Growth

  • Includes Clarity - Essential and Confidence - Insight Services

  • Financial Projections​

  • Custom Reports

  • Investor and lender reports

  • Employee benefit and payroll plan management

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our social media channels.

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