Services Offered

Whether you're a business owner just starting out, or a business owner with an established business that is growing and acquiring assets, loans and equipment. Take control of your finances by hiring a professional bookkeeper who will keep your books in order, and provide valuable information to help you make better business decisions. All bookkeeping needs are unique, and services can be customized based on specific needs.

Essentials Package

For the business owner with minimal complexity and a low volume of transactions. I'm your bookkeeping bestie that will keep your books on track, help increase those profits and be ready for tax season.

What's included:

  • Record and classify income and expense transactions

  • Reconcile checking, savings and credit card accounts

  • Customized chart of accounts

  • Monthly financial reports to include profit & loss and balance sheet with overview notes. Zoom or call optional at client’s request.

  • Quarterly videos to recap financials, observations or suggestions

  • Annual financial review meeting via zoom

  • Assist CPA at year end for smooth tax filing 

  • Reliable communication

Premium Package

For the business owner that understands the importance of knowing how much money is coming in and how much is going out, so you can make important financial decisions. You are already wearing so many hats and doing so much within your business, and you either don't have the time or just simply don't want to do the bookkeeping yourself. No judgment here!

What's included:

  • Record and classify income and expense transactions

  • Reconcile checking, savings and credit card accounts

  • Loan tracking and reconciliation

  • Customized chart of accounts

  • Monthly financial reports to include profit & loss and balance sheet, other customizable reports based on client needs and goals

  • Monthly financial overview with short video and annual review via zoom

  • Assist CPA with year end for a smooth tax filing

  • Unlimited email & support

QuickBooks Clean-up/ Catch-up

For the business owner who hasn't done the bookkeeping for the year and wants to get it off their to-do list. Or for the business owner who has tried to do the bookkeeping but it's just not coming out right and is a mess.

What's included:

  • Quickbooks online account setup (if needed)

  • Categorize income and expense transactions

  • Reconciled accounts

  • Financial reports sent to your inbox

  • Reliable communication