Advanced – Comprehensive Financial Management for Growing Businesses
Includes all Essentials features, plus complete management of your payables and receivables to keep your cash flow smooth.
- Transaction Categorization – We review and categorize every transaction in your accounts so your books are clean, organized, and ready for reporting.
- Profit & Loss Statement + Schedule C Preparation – We prepare an accurate Profit & Loss report each month and make sure your numbers are ready for Schedule C filing at tax time.
- Account Reconciliation – We match your bank and credit card statements to your records so nothing is missing or duplicated.
- Clear, Easy-to-Understand Reports – You’ll know exactly where your business stands financially without having to dig through spreadsheets.
- Full Financial Statement Management – We prepare and maintain your Profit & Loss, Balance Sheet, and create custom reports tailored to the specific needs of your business.
- Monthly Business Consultation – One-on-one strategy sessions tailored to your business needs, designed to identify growth opportunities and optimize operations.
Full Accounts Payable (A/P) and Accounts Receivable (A/R) Management
- Bill Creation & Payment Tracking – We create and organize your vendor bills, then track payments to make sure everything is paid on time.
- Invoice Generation & Payment Collection – We prepare and send invoices to your customers and monitor payments to keep your cash flow steady.
- Payment Follow-Up – We help follow up on any overdue invoices so you get paid faster.