Setup fee includes the following:

  • Entry and expense coding of all statements and credit cards from the beginning of the tax year to the prior month that has just closed.
  • Reconciliation of all bank/credit card statements up to date.
  • Creation of all financial statements for those months which you are provided.  We will go over each month with you by phone interview and explain each one.


PH: 978.884.5838
FX: 781.658.2604
PO Box 4503 | Salem, MA 01970
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