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SERVICES

Space Planning

FOUNDATIONAL

SERVICES

(for the STARTER business)

  • Monthly Bank Reconciliation for up to 2 bank accounts with up to 50 transactions for both accounts.

  • Preparation of monthly financial reports, balance sheet and P & L Statement.

  • Monthly email of financial reports.

  • Includes QuickBooks Online Essentials Subscription.

  • Semi-Annual or Quarterly filing (which ever is appropriate for your business) of Sales and Use Tax Form for the State of Florida.

  • Semi-annual virtual client meetings.

Building-Blocks-MMG

CORNER BLOCK

SERVICES

(for the

GROWING business)

  • Monthly Bank Reconciliation for up to 2 bank accounts with up to 100 transactions for both accounts.

  • Process vendor invoices up to 50 per month.

  • 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.

Modern Workspace

PILLAR

SERVICES

(for the MATURE business)

  • Monthly Bank Reconciliation for up to 4 bank accounts with up to 250 transactions for all accounts.

  • 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.

*Contact us for pricing. We also offer ancillary services such as QuickBooks setup and training, filing state sales taxes, and group personal financial literacy training. Contact us for additional information on these services if needed.

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