| Bookkeeping Compliance & Other Miscellaneous Services |
| Post all business banking transactions |
| Post all business credit card transactions |
| Monthly bank and credit card reconciliations |
| Monthly financial reporting |
| Quarterly financial review |
| Profit First instant snapshot annually |
| Prepare annual 1099s [up to 6] |
| Profit First Implementation |
| Profit First complete profit strategy blueprint |
| Bi-monthly profit allocation calculation |
| Assessment of expenses to determine if anything can be minimised |
| Monthly Strategy Meetings |
| Quarterly Profit Reviews – Profit Strategy Blueprint Review & Profit Distribution |
| Year End Profit Review- Financials and Profit Assessment. New Profit Strategy Blueprint and Next Year Goal planning. |
| Response Time [within 72 hrs] |