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Crystal Salt

OUR SERVICES

BUSINESS AND PERSONAL FINANCE  IS EASIER WITH A VIRTUAL BOOKKEEPING & FINANCIAL STRATEGIST POWERHOUSE ON YOUR TEAM!

DFY MONTHLY BOOKKEEPING
For all busy business owners who are ready to take back their time and outsource their bookkeeping.

SERVICES OFFERED


- Categorization of all sales & expense transactions including statutory compliance (all taxes and financial requirements)


- Attachment of receipts to transactions


- Reconciliation of the business bank & credit card


- Financial reports package


- Review  calls to go over financials & make sure you understand how your business is doing


- Unlimited communication & support

through email . 

- Invoicing (Accounts Receivable)

- Bill Payments (Accounts Payable)

- Customized reporting

- Budgeting or Forecasting

- Variance Analysis

- Assisted Payroll

FINANCIAL PLANNING & EXECUTION SERVICES(INDIVIDUAL)

For individuals yearning to attain financial freedom and achieve their goals, our tailored services offer a personalized solution.

Each FPES package is custom-created to fit your personal needs.

SERVICES OFFERED


- Estate and Legacy Planning


- Retirement Planning

- Risk Management


- Investment Management 


-  Income Protection


- Best Days Funds

SERVICES OFFERED


- Accounts Receivable Management 


- Accounts Payable Management 

- Project Tracking & Cost Management  


- Budgeting or Financial Forecast 


- Cash Flow Management 


- Customized Reporting 


- Estate and Legacy Planning


- Retirement Planning

- Risk Management


- Investment Management 


Catch Up/Clean Up 
This is for you if you’ve fallen behind on your monthly bookkeeping and need help getting caught up, or you’ve been DIY but something has gone astray and need someone to come in and do a clean up to get your books back into organized, accurate shape.

SERVICES OFFERED


- Accounts Receivable Management 


- Accounts Payable Management 

- Project Tracking & Cost Management  


- Budgeting or Financial Forecast 


- Cash Flow Management 


- Customized Reporting 

1:1 Bookkeeping Training & Consulting 
For Business owners wanting a hands on approach to learning how to do their own bookkeeping each month. End to end system .

INCLUDED:


- Customized Software  ( based on clients' specific needs).

- Online Banking and Payment Systems 

-Receipt Management
- Document / Spreadsheet  Management 
- Ongoing Support and Maintenance

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