Every month we will go in your books and categorize all business related transactions.

We will issue a monthly financial statement consisting of a Balance Sheet and a Profit and Loss. These reports will help you understand your business past to make decisions on your business future.

These reports will be required if you decide to do any tax planning or to fund your business with mid-year loans.

We have also provide unlimited email and text support.

Anything beyond basic income and expense tracking for the month.

Additional Services can be available such as:

• Accrual basis accounting

• Invoice / Bill creation

• Class & Location Tracking

• Payroll / Sales Tax

We hold an active CPA license in the state of NY.

All of members are Certified Pro-Advisors on Quickbooks.

Our Entire team is Xero Certified.

Our team members hold Master degrees in account as well as over 15+ years of experience in Accounting and Tax

We are also affiliated with a large network of finance and accounting professionals, so we have a lot of resources on our end to assist you with any questions you have.

We specialize in Quickbooks Online / Xero & Freshbooks accounting software.

We are also familiar with many 3rd party applications such as:

• Stripe

• Shopify

• Bill.com

• Gusto

• Justworks

• Ramp

• Rippling

We requested bank & credit card view access.

Many banks / credit card companies allow for read-only access. This allows us to complete the worked efficiently as well as keep our fees affordable.

We understand communication is extremely important and will strive to to respond by same day or within 24 hours the latest.