Services
Monthly Done-For-You Bookkeeping
THIS IS FOR YOU IF:
You don’t have the time or interest in doing your own bookkeeping.
You need to have dependable financial information to make smart business decisions.
SERVICES INCLUDE:
Categorizing all incoming and outgoing transactions
Monthly bank account and credit card reconciliations so no transactions get left behind
Email support throughout the month
Monthly easy-to-understand reports sent to your inbox by the 15th of the following month
Recording of all payroll transactions
Recording of loan transaction breakdown
Ongoing coordination with your tax professional
Annual 1099 filing
Fees start at $250/month, plus the cost of a Quickbooks subscription.
Catch-Up Bookkeeping
THIS IS FOR YOU IF:
Time got away from you so you’re way behind on your bookkeeping. Whether it’s this year or multiple years, this is the right one for you.
You created a Quickbooks account but you haven’t had time to get it caught up. (An initial review is required along with $100 fee in order to propose the project. This fee is non-refundable but will be applied to your first invoice.)
SERVICES INCLUDE:
Categorize and/or organize all incoming and outgoing transactions
Bank account and credit card reconciliations so no transactions get left behind
Easy-to-understand reports at the end of the catch up period
Recording of all payroll transactions
Recording of loan transaction breakdown
Fees start at $150/month, plus the cost of a Quickbooks subscription.
Quarterly Checkup
THIS IS FOR YOU IF:
You are doing the bookkeeping yourself but want a professional on your side to check over your transactions and reconcile your accounts.
SERVICES INCLUDE:
Review your transactions for accuracy
Transaction reclassification and adjustments, as necessary
Bank account and credit card reconciliations so no transactions get left behind
Quarterly easy-to-understand reports sent to your inbox by the 20th of the following month
Email support throughout the month
Recording of payroll and loan transactions
Ongoing coordination with your tax professional
Annual 1099 filing
Fees start at $525/quarter (billed monthly).
Consultation Meeting via Zoom
THIS IS FOR YOU IF:
You have questions about:
Setting up a business
Hobby vs Business
Reorganizing your business
Business entity type: Sole Proprietor, Single Member LLC, Partnership, S Corp, C Corp
Bookkeeping process review
Sales tax
DIY Bookkeeping
Paying yourself
Anything else bookkeeping or tax related
Fees is $100/hour (1 hour minimum charge). Fee is due when appointment is scheduled.