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Tier 1: Financial Reporting.

Financial reporting provides an overview of your financial status through verifying income sources, categorizing expenses, financial account reconciliations & compiled spending reports, account balances and spending performance. Additionally, it prepares your records for your CPA for tax preparation.


  1. Balance Sheet Preparation

  2. Bank & Credit Card Reconciliation

  3. Expense & Income Tracking

  4. Profit & Loss Statement Preparation

  5. Collection & supply of tax documentation for annual filings to CPA

Tier 2​: Expense Management

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