Services

Your business is unique and I understand that. Building a customized package that suits your individual business needs is the start of getting your financial goals set into motion. The “Established” package listed below can be tailored just for you by adding a la carte services if you require them. This package also includes three financial statements (the income statement, balance sheet and statement of cash flows) all of which provide a detailed look at the health of your business. The DIY package is great for those who have the time and basic accounting knowledge to keep up their own books on a monthly basis but need help getting up set up.

 

 

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The established / Starting at $350 a month

  • Monthly QBO subscription

  • Record and categorize transactions (up to 75)

  • Receipt management

  • Reconcile synced bank accounts (1 checking & 1 other account)

  • Prepare financial statements monthly

  • Anytime / Anywhere access

  • Email & phone support

  • 60 min monthly strategy call


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Do It yourself / starting at $350 (One time fee)

  • QBO Cloud-based File Setup

  • Chart of Accounts Creation

  • Setup bank & credit card feeds (1 of each)

  • Custom Invoice Template

  • Checklist of items to keep track of on a monthly basis

  • 1 hour software training to get you up and running


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A la Carte / prices vary

  • Analysis / Health check up of current books

  • Historical clean-up

  • Customized software set-up

  • Additional bank accounts & transactions (limited to "The Established" package)

  • QBO software training

  • Personal Finances

  • Year end 1099 forms

  • Accounts receivable / Invoicing

  • Accounts payable / Bill pay

  • Payroll – 3rd party

  • Tax - planning, prep & resolution (by our trusted partner)