
SERVICES

FOUNDATIONAL
SERVICES
(for the STARTER business)
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Monthly Bank Reconciliation for up to 2 bank accounts with up to 50 transactions for both accounts.
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Preparation of monthly financial reports, balance sheet and P & L Statement.
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Monthly email of financial reports.
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Includes QuickBooks Online Essentials Subscription.
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Semi-Annual or Quarterly filing (which ever is appropriate for your business) of Sales and Use Tax Form for the State of Florida.
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Semi-annual virtual client meetings.

CORNER BLOCK
SERVICES
(for the
GROWING business)
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Monthly Bank Reconciliation for up to 2 bank accounts with up to 100 transactions for both accounts.
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Process vendor invoices up to 50 per month.
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Prepare customer invoices up to 50 per month.
-
Preparation of monthly financial reports, balance sheet and P & L Statement.
-
Monthly email of financial reports.
-
Includes QuickBooks Online Plus Subscription.
-
Monthly filing of Sales and Use Tax Form for the State of Florida.
-
Quarterly virtual client meetings.

PILLAR
SERVICES
(for the MATURE business)
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Monthly Bank Reconciliation for up to 4 bank accounts with up to 250 transactions for all accounts.
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Process vendor invoices up to 100 per month.
-
Prepare customer invoices up to 100 per month.
-
Preparation of monthly financial reports, balance sheet and P & L Statement.
-
Monthly email of financial reports.
-
Includes QuickBooks Online Plus Subscription.
-
Monthly filing of Sales and Use Tax Form for the State of Florida.
-
Monthly virtual client meetings.