Services
Practices Owners value time & clarity - Below are our most common service tiers
The Frenchie
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AAHA Chart of Accounts
Monthly recording, classifying and reconciling of up to 3 bank/credit card accounts
Up to 150 transactions
Manage your Financial Statements: Profit & Loss, Balance Sheet, and Cash Flow
Unlimited email support
Work directly with CPA to ensure tax readiness
No long term commitments (month to month billing)
The Goldie
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AAHA Chart of Accounts
Monthly recording, classifying and reconciling of up to 4 bank/credit card accounts
Up to 250 transactions
Manage your Financial Statements: Profit & Loss, Balance Sheet, and Cash Flow
Unlimited email support
Work directly with CPA to ensure tax readiness
No long term commitments (month to month billing)
Additional Services:
Diagnostic Reviews (Required for all Cleanup and Catchup Projects)
Cleanup & Catchup Projects
Cashflow Forecasting
Monthly recorded video analysis of financials
Monthly or quarterly review calls
The Bernie
Inquire for pricing
AAHA Chart of Accounts
Monthly recording, classifying and reconciling of up to 5 bank/credit card accounts
350+ transactions
Manage your Financial Statements: Profit & Loss, Balance Sheet, and Cash Flow
Unlimited email support
Work directly with CPA to ensure tax readiness
No long term commitments (month to month billing)
Contact us
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