SERVICES

All services begin with a $275 Diagnostic Review.

 

    • Record income and expenses

    • Reconcile bank, credit cards and other business accounts

    • Spot checks for clean up and maintenance to keep you books accurate

    • Month-end closing process

    • Custom financial reports

    • Monthly Business Review

    • Quarterly packages available

    • Review current bookkeeping (if in place)

    • Catch up on prior months or records

    • Establish a bookkeeping system that works for you

    • Custom fee varies based on scope of work

    • Financial Forecasting & Budgeting

    • Financial Analysis

    • Cashflow Managment

    • Quality Assurance Review for in-house bookkeeper

    • Custom Financial Reports

    • Sole Proprietoships & LLC: Schedule C returns

    • Partnerships: Form 1065 & K-1

    • S-corps: Form 1120-S

    • Private training for those not quite ready to outsource bookkeeping or prefer to DIY

    • Designed to target your business' unique bookkeeping pain points

    • Requires purchase of SafeBooks QBO or Xero Beginner's Guide ($38)

    • $125 per hour. Minimum 2-hours, divided into 2 sessions

    • Delivered via Zoom

    • Recording available