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.


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BASE SERVICES

•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

ADD-ON SERVICES

•Initial setup of company books
•QBO training
•Historical catch-up of company books
•Accounts Receivable (invoicing)
•Accounts Payable (billing)
•Payroll management and filing
•Job Costing
•Custom financial statements
•Budget preparation and analysis