SERVICE OFFERINGS
Bookkeeping & Accounting Services
Bookkeeping & accounting services designed to give you peace of mind that your books are consistently up-to-date and accurate, provide you with the information necessary to make profit driven decisions and free up your time to do what you do best.
All bookkeeping & accounting packages are curated to your unique needs. Below you will find my signature service offering with the option to add additional services depending on the nature of your unique business.
Your customized package and proposal will be prepared for you following a discovery call.
Monthly Bookkeeping & Accounting
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Transaction Categorization
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Account Reconciliations → for all business banks and credit card accounts
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Monthly Financial Reports & Summaries → understand how your business is performing and provides you with the information you need to make decisions
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Unlimited Email Support
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Year-end Financial Package
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Collaborative coordination with your tax preparer
Monthly Bookkeeping & Accounting base price starts at $400/month
Additional Services
Depending on the nature of your business, these additional services can be added on to your monthly package
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Payroll Management
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Annual 1099-NEC Filings
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Sales Tax Filings
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Accounts Receivable (Invoicing & Time Billing Support)
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Accounts Payable (Bill Payment Support)
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Job Costing
Clean-up / Catch-up
If you've fallen behind on your bookkeeping or if you’ve been managing them yourself and things have gotten muddy, we’ll work together to get your books up-to-date, organized and accurate.
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Review & assessment of current accounting system
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Set up of new accounting system → if you are starting from scratch and in need of an accounting system (a Xero or QuickBooks Online account will be set up depending on the nature of your business)
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Input & categorization of all transactions for the period
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Reconcile all business accounts
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Full review of clean-up / catch-up period
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Financial Report Preparation for clean-up / catch-up period
Every project is unique and pricing is depending on the full scope of work needed. A full year clean-up starts at $2,400.
What to Expect
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Discovery Call & Proposal
After filling out a New Client Inquiry Form, we'll hop on a 30 minute complimentary Discovery Call. We’ll learn about your business and bookkeeping needs, and we will discuss how my services can help. Following our call, I'll review however you are currently maintaining your books today and provide you with a customized proposal.
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Onboarding + Clean-up / Catch-up
Once it’s official, we’ll meet again for a more comprehensive deep dive into your business to get organized and walk through your account setup. I will obtain read-only access to all necessary business accounts and either take over access to your existing accounting system or get you set up with a fresh Xero or Quickbooks Online account (depending on the nature of your business). Any clean-up and / or catch-up services necessary will be performed during this time as well.
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Monthly Bookkeeping
This is where you get to take a step back and let me take over your monthly bookkeeping. Each month I'll categorize your business transactions and reconcile your accounts. I’ll typically have questions for you on certain transactions and activities throughout the month to help me ensure we are accounting for your transactions accurately. By the 15th of the month, you can expect to receive your financial reports that are customized to your business.