Client Services

Basic Services

Company Monthly Expenses

$6K & Under

Account Reconciliation

Bank Reconciliation

Balance Sheet

Profit & Loss Statement

Standard Services

Company Monthly Expenses

$6K - $18K

Services

Account Reconciliation

Bank Reconciliation

Balance Sheet

Profit & Loss Statement

Process Bills & Payments

Prepare & Send 1099s

for Contractors

A/R & A/P Aging Reports

Standard Plus Services

Company Monthly Expenses

$18K - $27K

Services

Account Reconciliation

Bank Reconciliation

Balance Sheet

Profit & Loss Statement

Process Bills & Payments

Prepare & Send 1099s 

For Contractors

Project/Job Cost Report Basic

Tracking Credit Card 

Expense & Receipts

Cash Flow Management Report

Customized Services

Company Monthly Expenses

$27K & Above

Account Reconciliation

Bank Reconciliation

Balance Sheet

Profit & Loss Statement

Process Bills & Payments

Prepare & Send 1099s 

For Contractors

A/R - A/P Aging Report

Tracking Credit Cards Expense

& Receipts

Cash Flow Management Report

Monitor Financial Report

Purchase & Orders Budgeting 

Fixed Assets Tracking

Tracking Each Job's Progress and Estimate & Actual

Results (By Job Stage)