Client Accounting Services

We will do the heavy lifting for your organization when it comes to accounting services. Maintaining your books and evaluating your budget, so you and your leadership staff can focus on the day to day management of your organization and more big picture ideas.

With our range of services, you will be able to understand your financial status and budget without having to do any of the painstaking paperwork or internal bookkeeping.

Client Accounting Services Package

BASIC

  • 5 user access to online ERP

  • Quarterly Bank & Credit Card Reconciliation 

  • Necessary Journal Entries

  • Quarterly Financial Statement Analysis Reports

  • Document Collection & Storage

Client Accounting Services Package

PREMIUM

  • 5 user access to online ERP

  • Monthly Bank & Credit Card Reconciliation 

  • Necessary Journal Entries

  • Quarterly Basic Business Advisory Meetings

  • Quarterly Financial Statement Analysis Reports

  • Document Collection & Storage

Client Accounting Services Package

ELITE

  • 5 user access to online ERP

  • Monthly Bank & Credit Card Reconciliation 

  • Necessary Journal Entries

  • Quarterly Financial Statement Analysis Reports  

  • Quarterly Basic Business Advisory Meetings

  • Annual half day Advisory Meeting 

  • Budget Process, Preparation, & Review OR Other Virtual CFO Customized Service

  • Document Collection & Storage

(844) 316-6528

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