SERVICES I PROVIDE
When you work with me, in addition to getting a great bookkeeper, you get someone who truly cares about the financial well-being of your business.
Each business has different bookkeeping needs. Therefore, I provide different tiers of base services plus multiple add-on services.
During our initial consultation, we will work together to build a package that is right for your business’s needs.
MONTHLY FEE INSTEAD OF AN HOURLY RATe
This is great news for a small business owner! It allows you to budget for my services without worrying about any fee changes if one month is busier than another.
•Subscription to bookkeeping software (QBO)
•Subscription to receipt management (Hubdoc)
•Recording of transactions throughout the month
•Reconciling with bank and/or credit card feeds
•Preparation and review of financial statements
•Video conference or phone meeting
•Unlimited email support
•Communication with tax advisor
•Initial setup of company books
•Historical catch-up of company books
•Accounts Receivable (invoicing)
•Accounts Payable (billing)
•Payroll management and filing
•Custom financial statements
•Budget preparation and analysis