Transaction categorization
Monthly bank and credit card reconciliations
Consistent, accurate coding for income and expenses
Timely month-end close and review
Summary-level financial statements (P&L + Balance Sheet)
Secure document management and record keeping
Email-based support with 3–5 business day response time
*If your needs exceed this scope, we may recommend a higher tier package or provide a custom proposal to ensure full support of your business prior to onboarding.