Accounting Service Checklist Core Standard Essential
Bookkeeping Annually Quarterly Monthly
Financial statements (balance sheet, income statement, and cash flow statement) Annually Quarterly Monthly
Financial App training and set-up Yes
Accrual accounting Yes Yes
Prepare and file annual 1099s Yes Yes
Pay vendor bills Yes
Budget set-up and review Yes
Payroll management Yes
Financial and business coaching sessions Semi-Annual/Annual Semi-Annual/Annual
Zoom financial check-in meetings Annually Quarterly Monthly
Cash flow forecasting and analysis Annually
Quickbooks Online Yes Yes Yes