All packages are customized to your specific needs taking into consideration the number and type of accounts, monthly transaction volume and other factors. Take 2 minutes fill out the form below to receive a personalized proposal or schedule a free 30-minute phone consultation.
An option for every need
For very small businesses that have few transactions per month and the owner generates their own reports.
Limited Email Support
For businesses that want to focus on sales while knowing that their bookkeeping is being taken care of.
Basic Financial Reports
For businesses that value support and information beyond just regular cost allocation and reconciliation.
All of the features of the Deluxe Package plus:
Hubdoc Automatic Document Fetching Subscription
Custom Financial Reports
Unlimited Email Support
Limited Phone Support
Free standard setup
Quarterly Advisory Session
Year End Package Included
Do you have less than 50 transactions per month and not sure that you need a monthly bookkeeper? I can customize a plan for you and reconcile your finances on a quarterly basis.
Are you a DIYpreneur? Do you have someone to do your bookkeeping that isn't a professional bookkeeper and you just want review and support? For $69 per month, you get a monthly review of your books with a recommendation for any adjustments that may be necessary and unlimited email support throughout the month for any questions or concerns that you or your staff may have.
Additional Services Available:
Let’s Take 2 Minutes and Find a Perfect Bookkeeping Solution for Your Small Business!
I have worked with dozens of small businesses to help them with their bookkeeping needs. In doing so, I’ve realized many businesses don’t know where they stand financially, or where they are going and they are missing out on the power of having their finances up to date and accurate to align them with their growth goals.
Please take two minutes and fill out this form. When you do, I’ll do a quick assessment and make a specific recommendation for you on how to set your bookkeeping system up for success!