Services

Set-up

Review current bookkeeping/record-keeping

Catch up/organize prior records

Establish bookkeeping/record-keeping system

Maintenance

Record income and expenses

Categorize transactions

Bank reconciliation

Customized financial reports

Simple spreadsheet

Balance sheet

Income Statement

Statement of Cash Flows

Debt payoff tracking

Strategic services

Business Planning

Long-term budgeting

Proposals and technical writing

Formal document preparation

Notary Services