Monthly
Bookkeeping
Data Analysis
&
Insights
Cleanup/ Startup
Monthly Bookkeeping
Transactional bookkeeping services
Bank & credit card reconciliations
Monthly financial reprts
Tracking and trending reports
Quarterly review calls to walk through trends, identify opportunities and answer questions
Sales tax tracking (if applicable)
Basic inventory tracking (light support)
Email support for questions
Data Analysis and Insights
Includes Monthly Bookkeeping package
PLUS
Interactive Operational Dashboard- updated monthly
Cleanup/ Setup (One-Time Service)
Book cleanup (catch-up, corrections, categorization)
Chart of accounts optimization
System setup (POS, bank feeds, etc)
Debrief meeting