You’re getting busier, which means you’re doing a lot of things right.
Are you ready to invest in your business and watch it grow some more?
CHECK OUT OUR SERVICES
You probably didn’t start your business because you were excited to match receipts to transactions.
Connect with me and let’s talk about the time you’ll be getting back.
Our Services
MONTHLY BOOKKEEPING
Are you tired of looking at that pile of receipts?
Let me tackle them while you get back to the parts of your business that you actually enjoy!
DO YOU NEED MONTHLY BOOKKEEPING?
This package is for you if your business is growing (and so is your list of bookkeeping tasks).
Allow me to handle your bookkeeping needs.
Monthly packages start at $300/month and are tailored to fit the specific needs of your business. Whether you’re just getting organized or ready to hand it all off, we’ll build a setup that works for you.
WHAT’S INCLUDED
QuickBooks Online account set-up or a review of your current books
Categorization of all business transactions
Matching receipts to transactions
Monthly reconciliation of business accounts
Sales tax reconciliation & filing
A full, in-depth review of financial reports
A review call to walk through everything together
Costs vary based on the length of the catch-up period and the tailored support your business needs.
CLEAN-UP / CATCH-UP
Have things gotten a little out of control?
Take the burden off of yourself and let me fix whatever issues are causing your books to fall behind.
DO YOU NEED A CLEAN-UP OR CATCH-UP?
Let’s talk about doing a clean-up or catch-up if you’ve fallen a little (or a lot) behind on your bookkeeping or if something’s gone wrong that’s preventing you from keeping everything current.
These services will bring your books to the current date, clean and organized.
Before we begin a clean-up or catch-up project, a paid diagnostic review is required. This allows me to get a clear picture of where your books stand, so I can provide an accurate quote and build a strategy that actually works for your business. It’s the first step in making sure everything moving forward is set up properly and handled efficiently.
WHAT’S INCLUDED
Processing all business transactions
Matching receipts to transactions
Monthly reconciliation of business accounts
Financial overview reports sent to your inbox
Sales tax reconciliation & filing
Review calls can be booked as needed (to discuss reports, ask questions, etc)
QUICKBOOKS ONLINE TRAINING
Looking for some guidance so you can work inside your QuickBooks Online file by yourself?
In one 60-minute call, we’ll walk through the exact workflows you need to know to stay on top of your finances — all inside your own QBO file.