Business Basics Package

It’s ideal for small businesses and startups that use a manual check register and want a simple solution for producing financial statements, so they can track how they’re doing and use the information in preparing year-end tax returns.

Just send us bank statements and cancelled checks on a monthly basis. We convert that data into easy-to-understand financial statements that tell you how your business is doing.

We perform monthly bank reconciliations.

We also upload P&L, Balance Sheet, GL and Bank Reconciliations to a secure online portal.

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