STRATEGIC FINANCIAL SERVICES

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LEVEL ONE

CORE BOOKKEEPING ESSENTIALS INCLUDES:

Transaction Recording

Recording daily sales, purchases, receipts, and payments.

Accounts Payable Management

Organizing, tracking, and ensuring timely payments to your vendors and suppliers

Accounts Receivable Management

Invoicing clients, monitoring outstanding payments, and following up to ensure you get paid on time

Bank and Credit Card Reconciliation

Matching transactions with bank and credit card statements.

General Ledger Maintenance

Organizing and categorizing financial transactions.

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Monthly Financial Reports

Basic Profit and Loss, Balance Sheet

LEVEL TWO

DAY TO DAY FINANCIAL OPERATIONS INCLUDES:

Everything in Level One

Payroll Processing

Calculating and processing employee payroll, tax filings, direct deposit.

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Budgeting & Forecasting

Helping clients plan finances and project cash flows.

LEVEL THREE

FINANCIAL VISIBILITY + STRATEGIC SUPPORT INCLUDES:

Everything in Level Two

1099 Contractor Tracking and Filing

Managing independent contractor payments and year-end filings.

Custom Financial Reporting

Tailored financial insights to meet specific business needs and goals.