Monthly Accounting Services

Real-time financial reporting leads to smart business decisions

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Bookkeeping & Reporting

My monthly Bookkeeping & Reporting service is the most basic accounting package. It is a great option for new small business owners wanting to start their business off the right way at an affordable price!

GENERALLY INCLUDES:

  • Setting up and maintaining an accurate bookkeeping system
  • Recording all business bank / credit card account transactions
  • Reconciling all business bank / credit card accounts
  • Preparing monthly financial statements

Virtual Controller

My monthly Virtual Controller service provides a more in depth, analytical approach to your monthly accounting. It's a more customized option that is perfect for growing businesses wanting to kick things up a notch!

GENERALLY INCLUDES:

  • All bookkeeping services provided with the monthly bookkeeping package
  • Customized financial statements that includes annual budgeting, cash flow projections, & comparative reporting
  • Monthly meetings to review the financial reports & proactively plan for the months ahead
  • Quarterly tax planning with estimated tax payment vouchers
  • Annual tax filings of both your individual & business tax returns
  • Annual Form 1099 filings

Virtual CFO

My monthly Virtual CFO package takes your business to the next level, with a focus on strategic financial planning & long- term growth. It is the fully customized option ideal for businesses looking to expand or revamp their growth strategies!

GENERALLY INCLUDES:

  • All bookkeeping services provided with the Monthly Bookkeeping / Virtual Controller packages
  • Fully customized financial statements which includes financial forecasting, identifying / tracking key performance indicators, & benchmarking / market analysis
  • Monthly close-out meetings to review financial statements / update the rolling financial forecast
  • Quarterly tax planning with estimated tax payment vouchers
  • Annual tax filings of both your individual & business tax returns
  • Annual Form 1099 filings
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Monthly Accounting

Always up-to-date & done to perfection.

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Tax Services

Tax returns & proactive tax reduction planning.

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Business Startups

Establishing your accounting entity & systems.

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1351 Jennings Mill Rd, Ste A
Watkinsville, GA 30677

Kristi@kristij.cpa