Bookkeeping Services

There are two ways that I help clients when it comes to bookkeeping. Whether you are more of a hands on DIY'er or you'd like an accounting professional to take that task off of your plate for you, I've got you covered.

For those who are just getting their business started, but understand it's important to get some professional help to get the ball rolling, I offer the DIY package. This is where I set up & customize your QBO file for you, then train you on how to correctly & confidently go about your daily financial tasks going forward.

The "Established" package works wonderfully for business owners that understand the importance of having their finances accurate and up-to-date but would like to spend their time focusing on serving their clients. This package also includes preparation of 3 financial statements (the income statement, balance sheet & statement of cashflows) which we go over once a month on our strategy call to help ensure your business remains financially healthy and your growth goals stay on schedule. This works best for businesses that are making $75k or more a year.

 

 
ser2.png

The Established / Starting at $250 a month

  • Record and categorize transactions

  • Reconcile synced bank & credit card accounts

  • Prepare financial statements monthly

  • Document collection for your 1099 contractors

  • Anytime / Anywhere access

  • Email & phone support

  • 30 min monthly strategy call (optional)

KATEMAXSTOCK-1028.jpg

Do It yourself / Starting at $1,000

  • QBO Cloud-based file setup

  • Customized “Chart of Accounts”

  • Setup automatic bank & credit card feeds

  • Create a custom invoice template with your branding colors & logo

  • Checklist of items to keep track of on a monthly basis

  • Software training to get you up and running (price above is based on 5 hours of training)

KATEMAXSTOCK-0674.jpg

A la Carte / prices vary

  • Analysis / Health check up of current books

  • Historical clean-up (aka “messy books”) or catch up work

  • Customized software set-up

  • Additional bank accounts & transactions

  • QBO software training

  • Additional consulting

  • Personal finances

  • Year end 1099 forms

  • Accounts receivable / Invoicing

  • Accounts payable / Bill pay

  • Payroll – 3rd party