SERVICES

We personalize services for your business to meet your specific needs.
Get to what matters now! You can choose from one of the Game Plans below or you can contact us to get a personalized Game Plan Assessment.
CLEANUP DOCTOR:

- Initial assessment of books

- Income and expense classification

 

- Monthly reconciliations for all bank and credit card accounts

 

- Customize QuickBooks for your business

 

- Annual financial reports for tax preparation

I AM OVER IT:

- Income and expense classification

- Monthly reconciliations for all bank and credit card accounts.

 

- Monthly financial reports

 

- Annual financial reports for tax preparation

 

- A/R and A/P management

- Process management/improvement

TAKE IT ALL:

- Everything in “I am over it”

- Process management/Improvement

- Goal Setting, budget planning & analysis

- Cash flow projections

- Strategic planning

 
 
 

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