Bookkeeping Packages
Recurring bookkeeping packages for small businesses and entrepreneurs
All packages include:
Monthly subscription to QuickBooks Online if you are starting from scratch
Coordination and communication with your CPA or tax preparer
Personal support via email, phone, text, or video chat to answer questions, provide clarification, and troubleshoot
Monthly
Classify Transactions
Account Reconciliation
Receipt and Document Management
Financial Statement Preparation
Balance Sheet: What are the assets, liabilities, and equity in my business?
Income Statement: What is my profit?
Statement of Cash Flows: Where does my cash come from and go?
Statement Review Meeting answering the above questions
Add On:
Accounts Receivable
Help with invoicing and keeping on top of who owes you money
Accounts Payable
Help with managing your payables
Payroll
Set it up so you can pay your employees and contractors with just a few clicks
Quarterly
If you have less than 50 transactions per month, let’s discuss a quarterly recurring service for you. It will be a more cost effective option and you can always change to monthly as your business grows.
One Time Services
QuickBooks Online Set-up
Creating a brand new account and setting up your bookkeeping
Historical Clean-up
Your info is already in QuickBooks but needs to be corrected back to a certain date
Historical Catch-up
Your info is not already in QuickBooks and needs to be added in back to a certain date
Pricing:
My pricing is dependent on what we discuss in your 60 min free consultation and what I find when reviewing your books, if you have software set up already. I charge monthly, not hourly, so you know what to expect consistently every month, no surprises. And I never charge hourly for communication and support so you don’t have to second-guess reaching out for help.
Take action to get your bookkeeping in order!