services

WHAT WE DEDICATE
TIME AND ATTENTION TO
GROWS

We know this, but it can still be hard to dedicate time and money for financial services when there are so many other ways to spend our hard-earned cash. In my book, no business is too small to have a clean, accurate, reliable set of books. Especially if you’re trying to understand your finances and grow your bottom line.

Services I provide

Monthly bookkeeping

It is my intention that my clients experience a sense of calm and confidence around their finances. We’ll work together to keep your books current, minimize the time you spend on bookkeeping tasks, and generate reports you can trust. Monthly flat rate or $75/hour.

15-minute Quick Review

In this short complimentary session we’ll do a quick review of your existing QuickBooks Online (QBO) file together. We’ll look at some basic reports and a few key areas in QuickBooks to check for common errors and make sure the books are current. This is not a full review of the entire bookkeeping file. I will provide a short write up of our review at the end of this call for you to take action. Schedule time here for a Quick Review. No fee.

Weekly community “money dates”

It’s often difficult for busy entrepreneurs to find the time to pay bills, invoice clients, organize receipts, catch up on uncategorized transactions, fiddle with budgets and cash flow, and attend to the many other money-related tasks that add up during the week. In the spirit of dedicating time, focus and energy to your money, this is an opportunity to set aside a consistent block of time - just one hour - each week. No interruptions. No distractions. Just a quiet, supportive community to help you stay focused on your money stuff. Learn more and sign up here. No fee.

The Process

Initial Conversation

In this meeting we’ll talk about the pain points you’re facing in your current financial processes; your wish list for bookkeeping and what you’d like to achieve; and we’ll come up with a game plan if we decide to move forward. This is a time for both of us to get our questions answered and see if the partnership feels right.

Proposal and Pricing

If we decide to move forward I’ll put together a proposal of what we discussed in our initial conversation. If it meets your approval we’ll move on to the next step.

Engagement Letter

Putting our agreement in writing ensures that we’re both clear on what to expect. An engagement letter outlines the terms and objectives of our agreement and the scope of the services I will provide. It will list my responsibilities and yours; our billing agreement; confidentiality; things like that. 

QBO Set-up or Clean-up

You might be brand new to QuickBooks, or maybe I’ll be taking over an existing file that needs a thorough review. Either way, this helps us put in place a set of books that will provide the kind of information you need to meet your goals.

Monthly Maintenance

This is where the magic happens…. the reason you hired a bookkeeper in the first place. Together we will manage your daily transactions with the final result being fewer administrative tasks for you, greater confidence that your books reflect your business, and financial reports that let you know how you’re doing.

Year-end Wrap

Year-end tax season is a busy time for all of us, but particularly so for business owners. We will work together throughout the year to make sure your books are current, to manage 1099s for qualified vendors, to review financials for anything that raises an eyebrow, and to be sure your books are ready to pass on to your tax preparer for year-end filing.

Delas with the
best bookkeepers

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Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.

Empowering Your Business through Flawless Bookkeeping.

Contact Us

Balancing Your Books, Unleashing Your Success!

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book.