Accounting Premium

For the small business owner who now has a handle on things, still doing their own books (or has a part-time bookkeeper), but not big enough to justify a part-time CFO. 
 
Features
 
Onboarding review
 
Dedicated account manager
 
Access to our secure portal
 
Annual review of your financial statements
 
Limited email support
 
Limited access to our ask a Bookkeeper service
 
Preparation of year end financial statements
 
Provide adjusting entries to bookkeeper
 
Review financial statements against goals
 
Forecasting
 
Budgeting