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Weekly Accounting Visit

Everything starts with consistency.

We stop by your business once a week to exchange paperwork, deliver reports, and check in on your accounting needs. This regular, hands-on approach keeps your financials up to date and lets us catch issues before they grow.

What this includes:

*Weekly task coordination (payments due, documents needed, etc.)

*Pickup and drop-off of weekly financial documents

*In-person availability for questions or clarification

Full-Scope Financial Management

We handle the work — not just the reports.

Our services go beyond consulting. We actively manage your day-to-day accounting functions so you don’t have to worry about falling behind.

Included services:

*Bank & Credit Card Reconciliations: Monthly reconciliation of financial accounts to ensure accuracy and prevent fraud

*Accounts Payable: Bill tracking, due date management, vendor coordination

*Accounts Receivable: Invoicing, payment posting, customer account updates

*Check Preparation: We print checks for you to review and sign

Clear & Practical Financial Reporting

Know where your business stands — without the jargon.

Every week, we provide customized reports designed to actually make sense. You’ll have clarity on what’s working, what’s costing you, and what to watch.

Included with reporting:

*Project/department reporting when applicable (great for grants or contracts)

*Profit & Loss statements

*Cash flow summaries

*Visual dashboards and trends