Financial Foundation

Gain clarity and organization with accurate financial records tailored to budget-conscious small business owners. This service empowers you to streamline your bookkeeping process and stay tax-ready without overspending. 

Contact us today to simplify your bookkeeping and enjoy clear, organized finances.

What's included in Financial Foundation:

• Categorization of business bank feed transactions.
  
• Reconciliation of bank and credit card accounts.
  
• Email communication with responses within two business days.
  
• Quarterly virtual meetings to address questions and review progress.
  
• Yearly verification of assets and liabilities on your balance sheet for accuracy beyond bank accounts.
  
• Updated reports available for you to generate by the end of the following month upon timely receipt of required information.