They provide corporate-level bookkeeping for tax ready books!

Best serves: Small business owners who need reliable, up-to-date financial records without the fluff.

What it includes:

• Regular transaction categorization
• Bank and credit card reconciliations
• Invoicing and Vendor support
• Monthly financial reports
• Quarterly financial call
• Direct instant messaging (you never have to wait days for a response)
• Cash basis bookkeeping

Best serves: Businesses preparing for growth, scaling or strategic planning.

What it includes:

• Everything in the Core Plus
• Financial insights and KPI tracking
• Cash flow forecasting
• Strategic planning support
• Tax advisory services for minimizing liability and maximizing savings
• Annual budget
• Cash or Accrual basis
• CFO Virtual Lite preview