This package is for new businesses who may need assistance setting up their books, managing their financial reports, and tracking expenses and revenue. This package is meant for businesses and owners who have limited to no employees (other than themselves), have minimal monthly transactions, or work primarily in the 1099 workforce (such as real estate or insurance agents).
The following services are offered in the Founders Package;
Record and categorize expenses (limited to one bank account)
Reconcile bank statements
Generate financial reports (profit and loss statement)
Quarterly optional meeting to understand financial reports.
This package is for new businesses who may need assistance setting up their books, managing their financial reports, and tracking expenses and revenue. This package is meant for businesses and owners who have limited to no employees (other than themselves), have minimal monthly transactions, or work primarily in the 1099 workforce (such as real estate or insurance agents).
The following services are offered in the Founders Package;
Record and categorize expenses (limited to one bank account)
Reconcile bank statements
Generate financial reports (profit and loss statement)
Quarterly optional meeting to understand financial reports.