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.