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 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.

 

Monthly Package

 

  • 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 per month 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.

Quarterly Package

 

  • 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 per quarter 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

  • Quickbooks Company File Setup

  • Company File Review

  • Historical Clean-Up

  • Accounts Payable (Bill Pay)

  • Accounts Receivable (Invoicing/Collections)

  • 1099 Filing (Track 1099)

  • Payroll (3rd Party)