Being a business owner you have worked countless hours focusing on building and establishing your passion.

 

I UNDERSTAND HOW MUCH YOUR TIME IS LIMITED AND EXTREMELY VALUABLE.

 Now that your business has become profitable, you need a reliable, organized, and modern money management system. It's time to allow your business to become even more lucrative.

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Relive the stress of managing your business financials. Here's a little overview of what I do...

Cloud Based Accounting

Receipts, bank statements, invoices, bills, etc. are uploaded to your personalized cloud based accounting software with bank-level security. Go completely paperless while having a complete understanding of the financial health of your business. Clean, clear, simple and efficient. 

MONTHLY REPORT & BUDGET meeting

Every month via FaceTime, Skype or phone (your preference), we will review 3 reports: Balance Sheet, Income Statement, and Statement of Cash Flows. Analysis of these reports will provide a clear understanding of the financial health of your business as well give you the opportunity to discuss any questions or concerns you may have. 

Weekly & monthly bank reconciliation 

Each week your bank feed and banking line items will be monitored to ensure the proper categorization of line items. A monthly bank reconciliation will also be completed.

Annual BENCH-MARKING

Have a clear understanding of how your business is performing compared to others in the same industry, and ensure you maintain a competitive edge.

Annual PROFIT PLANNING

Based on the revenue and expenses for your business, we will analyze your financial data annually and work together to create a road map for increased profitability for your business. We will determine what can be improved to create even more revenue while minimizing expenses to result in an even larger profit. 


All pricing is customized as your businesses is unique. Below is a basic price tier for reference.

 

Monthly Package

Starting at $495/month

  • QBO or Xero accounting software subscription and setup.
  • Monthly account reconciliation for synced account (2 accounts, up to 150 total transactions per month).
  • Monthly Reporting - Income Statement, Balance Sheet, Cash Flow Statement.
  • One hour meeting to discuss Monthly Financial Statement Overview.
  • Unlimited email support (response within 24 hours M-F & non-holidays)
  • Monthly support via phone or video chat (up to 1 hour per month)
  • Communication with your CPA.
  • Hubdoc (secure cloud filing) subscription included.

Quarterly Package

starting at $175/month 

  • QBO or Xero accounting software subscription and setup.
  • Monthly account reconciliation for synced accounts (1 account, up to 50 transactions per month).
  • Quarterly Reporting - Income Statement, Balance Sheet, Cash Flow Statement.
  • One hour meeting to discuss Quarterly Financial Statement Overview.
  • Unlimited email support (response within 24 hours M-F & non-holidays)
  • Quarterly support via phone or video chat (up to 1.5 hours per quarter).
  • Communication with your CPA.

Additional Notes

  • All pricing by custom quote only.
  • No contract required.
  • I do not offer hourly billing.

Add oN sERVICES aVAILABLE

  • Historical Clean-Up
  • Accounts Payable (Bill Pay)
  • Accounts Receivable (Invoicing/Collections)
  • 1099 Filing (Track 1099)
  • Payroll (3rd Party)
  • Personal Finance Help for Business Owners
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My name is Valentina and with over a decade of financial experience with a family owned business not only do I understand the personalization of small business financials, but I truly enjoy guiding businesses in taking control of their finances. I believe every client has a right to know how profitable their business is and how profitable it can be, and not stress or take time away from their business endeavors. My passion lies in adding much more value than just accounting software. Bench-marking (making sure my clients business finances are within their industry norms and staying financially competitive) and profit planning/consulting are the reason I love doing what I do. 

When I am not working, I enjoy spending time with my partner, Steve, our two dogs, and our friends and family. As Southern California natives, we enjoy making the most of our weekends whether it be a scenic afternoon drive, a quick trip to Lake Havasu, a day in San Diego, a long walk with our dogs, or a backyard barbecue. 

 

If you think the simple keep is a good fit for your business or if you have a question,

Message me for a free consultation. Response within 1 business day.

 

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