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Business Meeting


Don’t call me basic!

What does this Package Include?

You might choose this plan if you…. Need to keep your books organized and updated or need help understanding your numbers

Basic Support (response within 36 hr)

Bank Reconciliations

Est Qtr Tax and/or Sales & Use Tax Return Prep

Profit & Loss Statement

Balance Sheet

Cash Flow Statement

Quickbooks Online (+$25 if existing file)

Quarterly Check In Calls

Annual Budget Deep Dive – Goal Review

Job Costing/Grant Tracking -- Add $200

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