How It Works
Our monthly subscription service includes:
- Cleaning up your books and records and managing them on an ongoing basis.
- Streamlining your Chart of Accounts and maintaining it as your organization grows.
- Implementing advanced transaction categorization, if needed.
- Building and documenting accounting policies.
- Switching from cash basis to accrual accounting.
- Establishing and overseeing a monthly close process.
(Please note, we can’t help with taxes, but will gladly refer someone who can.)
Ideal for:
- Companies generating income of approximately $2 – $5 million annually.
- Leadership teams that need to understand which revenue streams are most profitable.
- Back offices that want to implement accrual-based accounting and a monthly close process.
- Businesses that require accurate financial statements to provide to potential investors, lenders, or buyers.
