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When a business starts up we are here to help you navigate your essential back-office and funding needs.
Transaction Organization: Categorizing and coding up to 75 transactions a month across business checking and savings and credit card accounts.
Account Reconciliation: Monthly reconciliation of up to 3 distinct financial accounts to ensure your QuickBooks or financial ledger perfectly matches your bank statement.
Monthly Financial Reporting: Delivery of a standard monthly financial package by the 15th of the following month containing exactly three reports: Profit & Loss statement, Balance Sheet, Cash Flow Statement.
Receipt Management: Attaching client -provided digital receipts to categorized expenses within your cloud accounting platform to keep them audit ready.
Quarterly Check-In: A single dedicated 30 minute virtual consultation each quarter to review financial statements and answer basic budgeting or expense questions.
Grant Writing and Monitoring: Expert composition and submission of a standard foundation or corporate proposal. This includes monitoring, expense review, and completion reporting of a single awarded Grant.
Model: A fixed monthly service fee.
When a business starts up we are here to help you navigate your essential back-office and funding needs.
Transaction Organization: Categorizing and coding up to 75 transactions a month across business checking and savings and credit card accounts.
Account Reconciliation: Monthly reconciliation of up to 3 distinct financial accounts to ensure your QuickBooks or financial ledger perfectly matches your bank statement.
Monthly Financial Reporting: Delivery of a standard monthly financial package by the 15th of the following month containing exactly three reports: Profit & Loss statement, Balance Sheet, Cash Flow Statement.
Receipt Management: Attaching client -provided digital receipts to categorized expenses within your cloud accounting platform to keep them audit ready.
Quarterly Check-In: A single dedicated 30 minute virtual consultation each quarter to review financial statements and answer basic budgeting or expense questions.
Grant Writing and Monitoring: Expert composition and submission of a standard foundation or corporate proposal. This includes monitoring, expense review, and completion reporting of a single awarded Grant.
Model: A fixed monthly service fee.