Essential Bookkeeping Services:

• Recording and categorizing transactions

• Bank account and credit card reconciliation

• Monthly financial statements available (Income Statement / Profit & Loss, Balance Sheet, Statement of Cash Flows)

• Phone and email support

• Communication with your tax preparer

Virtual CFO Services:

• Budget preparation and monitoring

• Custom financial reports

• Cash flow forecasting

• Monthly or weekly Zoom meetings

Additional Services:

• Historical cleanup

• QuickBooks Online custom training

• Washington excise tax filing

• Payroll management

• 1099 filings

• Accounts receivable

• Accounts payable

• Receipt management

• Sustainability reporting