This package is just your basic bookkeeping. This covers reconciliations, transfer tracking, and three-way trust reporting. You will be provided with P&L and Balance Sheet reports.

This package contains all services in the bronze package and includes accounts payable support, a cash flow report, and the tracking and filing of 1099’s.

Our most popular package

This package contains everything in the other packages as well as custom reports and quarterly calls that will provide greater clarity and understanding into the financials of your firm.