top of page
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.
-
Balance Sheet Preparation
-
Bank & Credit Card Reconciliation
-
Expense & Income Tracking
-
Profit & Loss Statement Preparation
-
Collection & supply of tax documentation for annual filings to CPA
Tier 2: Expense Management
bottom of page