GENERAL BENEFITS FOR ANYONE WORKING WITH ME!
- 20 years of experience working with small businesses & entrepreneurs
- Save time & money by capturing expenses and income throughout the year instead of trying to remember at tax season
- Ongoing data insight into your business’ health
- Another pair of eyes on your accounts to catch fraud and unnecessary charges
MONTHLY BASIC –$175/month.
- Quickbooks Essentials subscription – $50 retail value
- Monthly reconciliation of up to 3 business checking, saving, credit card or financial app accounts
- Monthly review of unidentified/unrecognized expenses
- Audit prep for travel/meal expenses
- Monthly generation of P&L and balance sheet
- Timely & light email consultation on any questions
- Year-end coordination with your accountant on annual financial docs needed for taxes
- Reduced hourly rate for additional assistance as needed, $50/hour
QUARTERLY BASIC – $200/quarter, QBO subscription not included
- Quarterly reconciliation of up to 3 business checking, saving, credit card or financial app accounts
- Quarterly review of unidentified/unrecognized expenses
- Audit prep for travel/meal expenses
- Quarterly generation of P&L and balance sheet
- Year-end coordination with your accountant on annual financial docs needed for taxes
- Reduced hourly rate for additional assistance as needed, $50/hour
ADD-ON SERVICES – Varies; please get in touch below for free quote.
- Payroll set up and administration
- Accounts Payable
- Accounts Receivable
- Back office workflow design
- Budgeting and cash flow forecasts
- Insurance policy research and admin
Fill out our contact form below to request a free consultation.