Turning Your Passion into Profit.

Ongoing Services

Monthly Service

Accountant

Transaction Categorization
Account Reconciliation
Financial Reporting
Strategic Planning Meeting (quarterly)

Quarterly Service

Compliance

Transaction Categorization
Account Reconciliation
Financial Reporting
Strategic Planning Meeting (semi-annually)

Don’t see what you’re looking for?

Are you looking for a financial service not listed? Please reach out – we may be able to help!