Insights through Accurate & Timely Data

• Everything in the Bronze Package plus:

  • Implementing QuickBooks Online to restructure & recategorize the organization's financial data​

  • Quarterly reporting with financial statements to assist management in making sound financial decisions

  • Quarterly face-to-face meetings to discuss next steps and keep financial goals on track

  • Business Tax Return preparation and filing for the current year

  • Provide guidance for government programs and grants

  • Monthly reconciliation of main operating bank account

  • Review previous year's tax return and establish new strategies to get all owners on the same page as far as how we want to treat the tax effects in the current year and going forward

  • Expense management, budgeting, and financial planning for the future