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ESSENTIALS:
Quarterly Bookkeeping
Starting at $199 per month
For small solopreneur business owners who want their books effortlessly tax ready
This package includes:​
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Financial transactions categorized monthly
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Bank and credit card accounts reconciled quarterly
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Receipts matched to Quickbooks transactions
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Easy to use client portal for quick communication
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Prompt email support
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Visual financial reports every quarter
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Year-end financial documents for tax filings
PREMIUM:
Monthly Bookkeeping
Starting at $399 per month
For established business owners ready to evaluate their business growth every month
This package includes:​
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Fully interactive visual dashboard for easy to understand financials
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Quarterly video walkthrough of your business and financial standing
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Financial transactions categorized monthly
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Bank and credit card accounts reconciled monthly
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Receipts matched to QuickBooks transactions
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Easy to use client portal for quick communication
-
Prompt email support
-
Year-end financial documents for tax filings
ELITE:
Bookkeeping + Profit Advisory
Starting at $799 per month
For veteran business owners ready to level up and find practical ways to increase their profits every month
This package includes:​
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Fully interactive visual dashboard for easy to understand financials
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Monthly video walkthrough of your business and financial standing
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Important and impactful business insights such as:
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cash movement
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productivity
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profit per hour
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job costing
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client retention
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and more!
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Financial transactions categorized monthly
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Bank and credit card accounts reconciled monthly
-
Receipts matched to QuickBooks transactions
-
Easy to use client portal for quick communication
-
Prompt email support
-
Year-end financial documents for tax filings
*PLEASE NOTE: Packages do not include clean-up or catch-up fees. Price of packages will vary depending on factors such as the number of monthly transactions, loans, payroll, point of sales system, sales tax and desired detail of the bookkeeping.
Is your bookkeeping 6 months (or 6 years) behind? Not only have I seen it all, but I specialize in cleaning up books for businesses that have been too busy doing the actual work to worry about the paperwork.
​All cleanups include:
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All historical financial transactions categorized
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Duplicate transaction removal
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Receipts matched to QuickBooks transactions
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Chart of accounts audit
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Bank and credit card accounts reconciled
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Loan and liability mapping
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Accounts Payable and Receivable cleanup
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Easy to use client portal for quick communication
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Prompt email support
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Visual financial reports after cleanup is complete
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Year-end financial documents for tax filings