NEW!! Make sure your books are working for YOU! Check it out here: Financial Health Check
Capstone offers many services, including:
Accounting software subscription to Xero or Quickbooks Online
Checking/ savings accounts reconciliation
Credit cards reconciliation
Financial Statement preparation
Unlimited email support
Video conference
Coordination with your CPA/ tax preparer
Key performance indicators
You have 24/7 access to real-time financial data
You know your cash balance is accurate
Transactions are posted to correct accounts – no more guessing if an expense is tax-deductible
With easy-to-understand analysis that’s meaningful to you
You always have access to me
Face-to-face review of your business
Discussion throughout the year plus year-end package
Metrics specific to your business that are important to you
Additional services available:
- Prior months’ cleanup
- Xero training
- Additional bank/ credit card accounts
- Accounts receivable invoicing/ reporting
- Customer statement preparation
- Accounts payable preparation/ reporting
- Expense report management
- 1099 reporting
- Budgeting
- Benchmarking
- Industry specific reports
- Loan payment accounting
- In-house bookkeeping review
Please see the Pricing Matrix for sample packages. Every business is unique, and Capstone will build a custom proposal tailored to your specific needs and requests.