What’s included
- One entity; up to 250 statement lines and 4 bank/card accounts
- Cash or routine accrual; twice-monthly updates; monthly reconciliation
- Reviewed P&L and balance sheet; ageing reports from complete client entries
- 30-minute monthly review; $249 one-time routine onboarding
Who this is for
Scope and delivery confirmed before payment.
Common additions & exclusions
- Historical repair and additional scope
- Software, government and approved third-party expenses
What we’ll need
- Prior records
- Complete current-period records
Clear scope comes first.
Additional work is quoted separately and requires your approval. Correcting our own error is not a chargeable complication.
Delivery & supported jurisdictions
Work begins after intake and receipt of the required documents. Your coordinator confirms the delivery schedule.
Supported jurisdictions: United States, Outside of United States