Premium Bookkeeping & Advisory Services
Starting at just $900
Cornerstone Bookkeeping & Payroll will provide enhanced bookkeeping, financial oversight, and proactive advisory guidance to help you understand performance, improve cash flow, and make confident business decisions.
Client Responsibilities
- Provide timely access to financial systems, documents, and business updates
- Communicate changes in operations that impact financials
Included Services
- Full monthly transaction categorization and account reconciliation
- Monthly close process with review of trends, variances, and key metrics
- Detailed financial reporting (P&L, Balance Sheet, Cash Flow, AR/AP Aging)
- Customized management reports tailored to your business needs
- Enhanced A/P & A/R support (tracking, coding, organization, and reporting)
- Payroll journal entry recording + benefits/tax tracking (processing available as add-on)
- Quarterly budget-to-actual review with insights and recommendations
- Cash flow analysis and forecasting (light to moderate)
- Priority email support + scheduled monthly review call
- Year-end preparation: organized financial package for CPA, reconciliations, and ledger review
- Ongoing advisory access for questions around financial health, growth, or planning
Exclusions (Available as Add-Ons)
- Bookkeeping clean-up or historical catch-up
- Payroll processing
- Sales tax filings
- Bill pay or collections
- Inventory management or job costing
- CFO-level long-term modeling or strategic planning (available as separate service)
Stop Guessing. Start Growing with Confidence.
Enhanced bookkeeping + proactive monthly advisory to understand your numbers, improve cash flow, and make smarter decisions every single month.