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Designed for growing businesses that need reliable financial structure, ongoing visibility, and expert guidance. Our Silver Package ensures your books are accurate, organized, and aligned for both operational clarity and tax readiness.
What’s Included:
Transaction Categorization
All business transactions are accurately categorized to support clean Profit & Loss reporting and seamless tax preparation.
Account Reconciliation
Monthly reconciliation of bank and credit card accounts to ensure your records are complete, consistent, and error-free.
Financial Statement Management
Preparation and maintenance of key financial reports, including:
Profit & Loss Statement
Balance Sheet
Quarterly Financial Consultation
Strategic check-ins to review performance, identify opportunities, and help guide smarter business decisions.
Starting at $350/ month.
Designed for growing businesses that need reliable financial structure, ongoing visibility, and expert guidance. Our Silver Package ensures your books are accurate, organized, and aligned for both operational clarity and tax readiness.
What’s Included:
Transaction Categorization
All business transactions are accurately categorized to support clean Profit & Loss reporting and seamless tax preparation.
Account Reconciliation
Monthly reconciliation of bank and credit card accounts to ensure your records are complete, consistent, and error-free.
Financial Statement Management
Preparation and maintenance of key financial reports, including:
Profit & Loss Statement
Balance Sheet
Quarterly Financial Consultation
Strategic check-ins to review performance, identify opportunities, and help guide smarter business decisions.
Starting at $350/ month.