Categorize and record transactions

Reconcile bank and credit card accounts

Set up and maintain chart of accounts

Prepare monthly financial statements

Manage invoicing, billing, and payments

Support payroll setup and processing

Build and maintain budgets and forecasts

Track and manage cash flow

Create simple, customized financial reports

Analyze key metrics and business performance

Model “what if” scenarios to guide decision-making

Develop full financial models to plan for growth