Bookkeeping Services
How I Can Serve You
What I Do
- I perform your bookkeeping tasks so you have time to do what you do best.
- I prepare financial statements and explain what they mean so you can make good business decisions.
- I watch out for things that may impact your business and alert you before they happen.
- I suggest ideas that may save your business money, increase your cash flow, or make things more efficient.
- I give your tax accountant detailed books with good documentation well before tax deadlines.
How I Do It
- I work remotely (i.e. in the cloud) through the internet. Working with you in this manner is convenient and secure.
- I download transactions from your bank & credit card to see what money you have spent and received.
- Using cloud based accounting software, I document and categorize these transactions by using receipts and deposit information that you send me.
- At the end of the month (or quarter), I will produce a set of financial statements that give you a snapshot of the health and profitability of your business. We will discuss what the numbers mean, I will answer your questions and (when appropriate) I will make suggestions.
- As tax time approaches, I will provide your accountant with the information he or she needs to prepare your tax return.
- If you need even more assistance with your bookkeeping, I have solutions for Accounts Payable, Accounts Receivable and Payroll that are also accomplished remotely.
Quarterly Package
Pricing by quote – Starting at $300/month
- Checking & credit card accounts reconciled monthly.
- Quarterly Reporting – Balance Sheet, Income Statement, Statement of Cash Flows.
- Quarterly Meeting to discuss Reports.
- Email/phone/text support (up to 3 hours per quarter).
Monthly Package
Pricing by quote – Starting at $500/month
- Checking & credit card accounts reconciled monthly.
- Monthly Reporting – Balance Sheet, Income Statement, Statement of Cash Flows.
- Monthly meeting to discuss Reports.
- Email/phone/text support (up to 6 hours per month).
Clean Up / Catch Up
Pricing by quote
- Review current bookkeeping for accuracy and completeness (if in place)
- Catch up on prior months of records
- Establish a bookkeeping system that works for you
- Fee varies in part based on scope of work and age of the bookkeeping file
Additional Add-On Services
Pricing by quote
- New Business Setup
- Accounts Receivable (A/R) Management
- Accounts Payable (A/P) Management
- Payroll Setup
- 1099 Record Keeping & Filing
- Sales Tax Management
- Budgeting
- Custom Reporting
- and more…