GENERAL BENEFITS FOR ANYONE WORKING WITH ME!

  • 10 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 Plus subscription – $70 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 administration
  • Accounts Payable
  • Accounts Receivable
  • Budgeting and cash flow forecasts
  • Insurance policy research and admin

Fill out our contact form below to request a free consultation.

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