Growing Business Monthly Service

How it works for you

  • Complete review of your current business income and expense tracking system

  • Setting up a QuickBooks account for your business banking or a customized spreadsheet for tracking finances

  • Monthly reporting on your business profit and loss and touchpoints with financial reminders throughout the year

  • Direct line of communication for any financial consulting you may need

  • Year-end reporting and analysis of financial trends appearing in your business + a meeting to discuss and brainstorm at your convenience.

  • Discounted filing of your personal tax return, including your Schedule C

Get in touch.

More questions about the monthly services? Reach out by providing your email and any details you’d like to include.