Categorize transactions monthly
Reconcile accounts monthly
Quarterly financial statements
1-hour phone/video meeting per quarter
Categorize transactions monthly
Reconcile accounts monthly
Monthly financial statements
1 hour phone/video meeting per month
Categorize transactions weekly
Reconcile accounts monthly
Monthly financial statements with analysis
KPIs
Benchmarking
1 hour phone/video meeting bi-monthly
Budgeting
CFO Advisory Services
1099 Preparation
Accounts Payable
Customer Billing
Copyright © 2023 Performance Bookkeeping LLC |
Lakewood Ranch, FL | (919) 617-6690