Services
What We Do
01.
Quickbooks Cleanup/Catchup
The quickest way to get your books up to date, no matter how behind you may be. In just 30 days, we guarantee to clean up and optimize your messy books to make sure you are reporting the correct numbers at tax time and maximizing your deductions.
02.
Bookkeeping Services
The foundation to any business, and an absolute MUST for business owners at any level. We create a customized package tailored to your business’ financial needs to ensure you have organized books and accurate reports to make the right decisions and stay compliant with IRS standards.
Packages
Advanced
*Final price determined by total number of accounts
This package includes:
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Everything included in Essentials PLUS:
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I’ll handle all aspects of Accounts Payable and Accounts Receivable, to ensure timely payments and collections. This comprehensive service not only helps you maintain healthy cash flow but also reduces administrative burdens, allowing you to focus more on growing your business and less on managing finances.
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I take care of creating accurate bills and invoices and track all incoming payments to help you get paid on time and reduce the risk of missed payments and late charges.
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Starting at $700/month
Essentials
*Final price determined by total number of accounts
This package includes:
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Everything included in Simple Start PLUS:
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I’ll build and maintain a detailed Balance Sheet that accurately tracks your assets, liabilities, and equity. This comprehensive overview helps you make informed financial decisions, manage your cash flow effectively, and understand your overall financial health with clarity and confidence.
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Starting at $450/month
Simple Start
*Final price determined by total number of accounts
This package includes the following services:
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I’ll categorize your transactions to ensure that your Profit & Loss statement and Schedule C are accurate and up-to-date. This not only provides you with a clear picture of your financial health but also helps you identify potential tax deductions, so you can keep more of your hard-earned money.
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With thorough account reconciliation, I’ll verify that your financial records match your bank statements, ensuring accuracy and catching discrepancies before they become issues. This proactive approach provides peace of mind and helps you avoid costly errors or unexpected surprises.
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Starting at $300/month.
03.
Personal Bookkeeping
If you are like most business owners, many of your personal expenses are already mixed in with your business finances, and it’s a tangled web of confusion. We will bring clarity and calm to your financial chaos.
Household Essentials
*Final price determined by total number of accounts
This package includes the following services:
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I’ll handle your personal finances with the same care and precision as your business accounts. From tracking expenses to managing budgets, I’ll provide you with clear insights and organized records, making it easier for you and your family to stay on top of your financial goals and make informed decisions about your money.
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Starting at $450/month
Free Consultation
Ready to Get Started?
Schedule a consultation and we’ll talk through your financial goals and how we can help you get there. You can feel confident and in control of your business’s financial health.
