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.
Simply the Books
This package is for the solo business owner who runs a super lean business, no employees, just an account or two, and simply wants to stay focused on running their business, not buried in reports. You’ll get the clarity you need in a quick digital snapshot; no meetings required.
What You’ll Get:
- Basic Categorization and reconciliation
- Up to 2 bank accounts (e.g. checking, savings, credit card, loans)
- 30-50 total transactions per month
- Quarterly reports
- Quarterly basic reports
- Allows you to pay the correct tax pre-payments to avoid fines
- Insights and Suggestions Report
- Basic Email follow-up
Your Monthly Investment Begins At
$120
Just the Books
Our most popular package is for the owner whose business is a bit more complex. You’ll get more dedicated bookkeeping time each month, plus quarterly insights and suggestions to help you understand what’s happening in your numbers, with the option to talk it through on a quick call
What You’ll Get:
- Basic Categorization and reconciliation
- Up to 4 bank accounts (e.g. checking, savings, credit card, loans)
- Up to 3.5 hours of dedicated bookkeeping work per month
- Quarterly reports
- Quarterly basic reports
- Allows you to pay the correct tax pre-payments to avoid fines
- Insights and Suggestions Report
- Email or 30 min follow-up call if desired
- Year end review calls available for purchase
Your Monthly Investment Begins At
$300*
*This is the starting price and increases based on number of accounts and complexity.
Beyond the Books
For established businesses with more complex accounts and a need for hands-on quarterly insights and in depth yearly planning sessions.
What You’ll Get:
- Basic Categorization and reconciliation
- Up to 5 bank accounts (e.g. checking, savings, credit card, loans)
- Up to 7 hours of dedicated bookkeeping work per month
- Monthly Reports
- Quarterly Video Walkthrough of Reports
- Quarterly basic reports
- Allows you to pay the correct tax pre-payments to avoid fines
- Insights and Suggestions Report
- Email, chat, or 30 min follow-up call if desired
- Year In Review and Roadmap
Your Monthly Investment Begins At
$700*
*This is the starting price and increases based on number of accounts and complexity.
Add On 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 quarter ahead.
Pricing: $200 ea
Year in Review & Roadmap
Year end review call. 90 min call to discuss your numbers in detail and plan for the year ahead.