Our Offerings
Managing a business requires so much work and so very many hats. And while at first business is slow enough to make it manageable it very quickly and naturally becomes more than anyone can handle alone.
I know that hiring a right hand money person can be a very scary and nerve wracking task. I’m here to help you make that decision with ease and show you just a little of what I’m offering.
Once you’re ready I’m 100% here to help you in any way I can.
Just the Books
This package is for the person who is absolutely exhausted with doing the books for themselves but they aren’t quite ready for scaling and the growth that comes with the CFO level advisory services.
What You’ll Get:
- Basic Categorization and reconciliation
- Quarterly reports so you can pay the corrrect tax prepayments
- Up to 3 bank accounts (e.g. checking, savings, credit card, loans)
- Up to 3.5 hours of dedicated bookkeeping work per month
- Year end review calls available for purchase
Your Monthly Investment Begins At
$250*
*This is the starting price and increases based on number of accounts and complexity.
Beyond the Books
This package is for the company that is ready to scale and the growth that comes with CFO level advisory services. They want to figure out what the best and most profitable products are and reduce burnout.
What You’ll Get:
- Basic Categorization and reconciliation
- A/P and A/R available
- Monthly reports
- Up to 5 bank accounts (e.g. checking, savings, credit card, loans)
- Up to 7 hours of dedicated bookkeeping work per month
- Year end review calls and planning sessions
Your Monthly Investment Begins At
$900*
*This is the starting price and increases based on number of accounts and complexity.
Additional Services
Accounts Payable/Accounts Receivable
Import bills and vendor invoices into your current software. Paying bills through a service like Melio or Bill.com. Please note some banks also allow for bill pay services as well and we can discuss that during our meeting.
Monthly/Weekly invoicing of clients and recording of payments.
Pricing is based on complexity and volume. Our price begins at $100/month
Payroll and 1099 Prep Services
Basic payroll services available.
Pricing is based on complexity and volume. Our price begins at $100/month
1099 only preparation and delivery available, click below to get a custom quote.
Quarterly Review Calls
Quarterly review calls in addition to the year end review. 60 min call to discuss your numbers in detail and plan for the year ahead.
Pricing: $250 ea
Year End Review Calls
Year end review call. 90 min call to discuss your numbers in detail and plan for the year ahead.