All services are customized to your specific needs taking into consideration a variety of factors including, but not limited to, the number and type of accounts, transaction volume, reporting needs, etc.
Schedule a discovery call to learn about your needs, see if it makes sense to work together and discuss next steps to receive your customized proposal.
Data Entry
Cost Allocation
Transaction Review
Account Reconciliation
Basic Financial Reports
Unlimited Email Support
Priority Processing
Custom Financial Reports
Full Access to Financial Dashboard
Training Discounts
Advisory Sessions
Year End Tax Collaboration
Data Entry
Cost Allocation
Transaction Review
Account Reconciliation
Basic Financial Reports
Email Support
Standard Access to Financial Dashboard
Cost Allocation
Transaction Review
Account Reconciliation
Limited Email Support
Basic Access to Financial Dashboard
Bookkeeping Support
Are you a DIYpreneur? Do you have someone to do your bookkeeping that isn't a professional bookkeeper and you just want support? We offer training sessions and email support plans for any questions or concerns that you or your staff may have.
Additional Services Available:
With monthly bookkeeping service
Accounting Software Setup
We can setup a new accounting file and offer a discount on new subscriptions.
Financial Reports
Monthly reports of your choice via e-mail (for example: Profit and Loss, Balance Sheet, Accounts Receivable, Accounts Payable, etc)
Rush Delivery
Have your business be at the front of the line every month. Monthly work completed within 3 business days of receiving all information needed.
Advisory Sessions
Virtual meetings to help you understand your books, answer questions and discuss ways to improve your workflows and increase growth.
Document Management
App setup, integration and training to securely store and organize statements, bills and receipts to make your business audit proof.
Tax Referrals
We can collaborate with your tax preparer or we connect you to one of our tax preparation partners.
Let’s Take a Few Minutes and Find a Perfect Bookkeeping Solution for Your 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.
Our process is as follows:
Step 1- Discovery Session
This is a brief Zoom meeting to learn about your business, your pain points and answer your questions.
Step 2- File Health Check
We will review your current books to determine if any cleanup is needed and to be able to provide a customized proposal for the specific services that you need and based on your business's unique situation.