Services & Pricing

Monthly bookkeeping services include:

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• Record and properly categorize all transactions​ such as expenses and revenue.

This keeps all your financial transactions organized and accurately recorded. You can spend your time doing what you love while having peace of mind. 

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• ​Reconcile all bank and credit card accounts

This matches all your transactions to your bank statements to ensure no transactions are missing.

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• Prepare and review monthly financial reports

These reports will be used for tax preparation and will help you see how your business is doing financially

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• Determine monthly budget and monitor cash flow

This helps to identify any areas you can decrease costs, increase sales, and help determine business needs

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• Track business growth and strategic planning

This will be done in a quarterly review session to compare this quarter to last quarter so we can decide what changes need to be made to grow your business

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Additional services offered

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Quickbooks online training - hourly training sessions to teach you how to use quickbooks

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Quickbooks online setup - includes connecting your accounts and creating a chart of accounts in quickbooks

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Catch up - your transactions have not been recorded for months and need to be caught up

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Cleanup - you have prior bookkeeping that is a mess and need to be fixed​

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Consulting services - review of business finances, goal setting, analysis, and strategic planning 

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Personal finance - organize personal finances, create financial goals, and steps to achieve them

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*Price will be determined after discovery call 

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