Our Business Services

During your free consultation call, I look forward to learning about your business background, current bookkeeping setup, financial activity and volume, reporting needs, & financial goals. My goal is to seamlessly handle every aspect of your bookkeeping to make your life easier, so you can focus on what’s most important, running your business!

After identifying your business's unique needs, I will create a custom proposal for you that tailors your specific scope of work.

All pricing is based off a core package that incorporates your individual a la carte needs.

• Monthly bank & credit card reconciliations
• Categorizing business transactions
• Monthly financial reports (P&L, Balance Sheet, Cash Flow)
• Unlimited Email support

Investment starting between $300–$500/month 

• Accounts Receivable
• Accounts Payable
• Payroll coordination (via third-party software)
• Full-Service Payroll (setup cost additional)
• Sales Tax/Meals Tax Reporting
• Review of POS Integrations
• Catch-up/Clean-up bookkeeping
• Diagnostic Review
• Cash Flow Analysis
• Annual Report Filing
• Insurance Audit Preparation
• 1099 contractor prep & filing
• Year-end tax adjustments. Let me provide your CPA with an adjusted trial balance and annual work papers
• QuickBooks Online set up, clean up, & migration from Desktop to Online
• QuickBooks Online Employee Training
• Additional projects based on your industry needs