Monthly reconciliations of bank / credit card accounts
Receipt Bank matching
Monthly OSI
Strategy
Monthly CPA Meetings
Monthly Email Summary
Full Monty$2,750per month
Lean On Us$2,200per month
Basic$1,150per month
add-ons
COA Reallocation
Starting July 1, 2016- Establish new workflows for bookkeeping- Liaise with BrightIron Group- Import new COA- Reallocation of Q1 and Q2 2016- Assume per person allocation approach
