Financial Reporting. Every month we will categorize all business-related income and expense transactions and issue you monthly financial reports consisting of a Balance Sheet and a Profit and Loss.

These reports will help you understand your business past to make decisions for your business future. They are required to do any tax planning or to fund your business with mid-year loans. Unlimited email and text support is also included. 

Ideally, access to your business bank and credit card accounts in order to complete your monthly financials efficiently. Many banks allow for accountant (read-only) access to bank accounts. This access helps us to keep our fees affordable and our efficiency high. 

Yes. Working with us should be fast, secure, and done in one spot. To give you the best experience, we have partnered with Liscio to house all of our client communications and document exchange. This is a secure platform used when sending sensitive data, like passwords and bank statements. 

We want to provide world class service to you. With that being said, we will need proper documents and items requested during onboarding and in the future. There will be various questions asked throughout the month to make sure we are categorizing things appropriately. Timely responses are appreciated.