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Are you in the beginning stages of starting your business adventure? The Exploration Package creates a strong financial foundation for your business’s future, without breaking the bank. This package is best for companies with 50K – 500K in annual gross income.

QuickBooks Updates & Bookkeeping

  • QuickBooks Updates & Bookkeeping
  • Update to QuickBooks Online Quarterly
  • Categorize Transactions Quarterly
  • Record Cash Deductions Quarterly
  • Reconcile Bank & Credit Card Accounts Quarterly
  • Reconcile Asset & Liabilities Accounts Quarterly

Quarterly Reporting Packages

  • Profit and Loss Year to Date
  • Previous Q Closed Profit and Loss
  • Previous Q Closed Balance Sheet
  • Statement of Cash Flows

Consulting Meetings

  • Quarterly Review Meeting


CPA-Prepared Tax Returns

  • Business Tax Filing
  • Personal Tax Filing

Customer Support

  • Unlimited Email and Phone Support
  • Full QuickBooks Online Support

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