SMALL BUSINESSES

UNDER $1M TOTAL REVENUE

Bank & CC Reconciliations (2)

Financial Reporting

Payroll Processing + Tax Filing

State Sales Tax Reporting (1 State)

Clean Modern Desk

Level 2

Bank & CC Reconciliations

Financial Reporting

Payroll Processing + Tax Filing

Sales Tax Reporting 

Square / Shopify / Stripe / Paypal data

Inventory 

A/P + A/R Management

LEVEL 1

Bank & CC Reconciliations

Financial Reporting

Payroll Processing + Tax Filing

Sales Tax Reporting 

Square / Shopify / Stripe / Paypal data

Inventory 

LEVEL 3

Bank & CC Reconciliations

Financial Reporting

Payroll Processing + Tax Filing

Sales Tax Reporting 

Square / Shopify / Stripe / Paypal data

Inventory 

A/P + A/R Management

Daily transaction entries:

       - undeposited funds

       - credit card charges

       - bank transactions

Cash Flow Forecasting

Online Shopping