Services
Monthly Services
Life can get busy and chaotic. If your time can be better spent by working on income generating activities and/or you want to spend more time with your family, partnering with me to assist with your finances on an ongoing basis can help bring margin back to your life and take your business to the next level. See below for some examples of monthly service tiers. I am happy to customize the services to meet your specific needs. Contact me today to learn how.
Premium
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Transaction Allocation
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Account Reconciliation
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Post Adjusting Entries provided by your Tax Accountant
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Review of balance sheet for accuracy (Monthly)
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Email Support
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Processing completed by the 15th of the month
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Basic Financial Reports
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Annual Business Review
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Financial Dashboard
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Manual Data Entry
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Custom Financial Reports
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Automated accounting file backup (QBO only)
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Monthly business review Meetings
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Maintaining your fixed asset register
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Liaison with your tax preparer
Standard
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Transaction Allocation
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Account Reconciliation
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Post Adjusting Entries provided by your Tax Accountant
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Review of balance sheet for accuracy (Quarterly)
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Email Support (Limited)
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Processing completed by the 25th of the month
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Basic Financial Reports
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Annual Business Review
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Financial Dashboard
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Manual Data Entry
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Custom Financial Reports
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Automated accounting file backup (QBO only)
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Monthly business review Meetings
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Maintaining your fixed asset register
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Liaison with your tax preparer
Essential
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Transaction Allocation
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Account Reconciliation
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Post Adjusting Entries provided by your Tax Accountant
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Review of balance sheet for accuracy (Yearly)
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Email Support (Limited)
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Processing completed by the end of the month
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Basic Financial Reports
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Annual Business Review
-
Financial Dashboard
-
Manual Data Entry
-
Custom Financial Reports
-
Automated accounting file backup (QBO only)
-
Monthly business review Meetings
-
Maintaining your fixed asset register
-
Liaison with your tax preparer
Projects
Are you a new business just starting out and don’t have any accounting system yet? Or maybe your system consists of just a box full of receipts. Maybe you are already using QuickBooks Online (QBO), but your data isn’t current and/or accurate, leaving you with no clear picture of how your business is doing. We can work together to tackle these issues with what I call the 3 Ups: Set-Up, Catch-Up, Clean-Up. You may just need one of the Ups or a combination of two or three of them. Book a call today to see how I can help.
Set-Up
You’re a new business and/or aren’t currently using an accounting system. I can help you set up your books in QBO, customize it to your specific needs, and train you to use it.
Catch-Up
You’re using QBO, but life happened and now you’re several months out of date. I can help bring your data back up to date, providing you with current, actionable financial data.
Clean-Up
You’re using QBO and are up to date, but things are just off. Your numbers don’t look right, you can’t tell who owes what or where your money is going. I can help clean up your books, bringing it back to an accurate picture of your business, and I will help train you in the ideal workflows to ensure that your data remains accurate.