Services

Monthly Bookkeeping

 

Who it’s for:

Service-based business owners who don't have the time or energy and are ready to outsource their bookkeeping!

What’s Included:

  • Categorizing day-to-day transactions

  • Financial planning & analysis

  • Reconciliations

  • Reporting sent to your email

  • Month-end money meetings

Clean Up / Catch Up

 

Who it’s for:

This is a one-time service for anyone who has fallen behind on their bookkeeping or who has been trying to keep up but it has gotten messy!

What’s Included:

  • Assess current financial reports

  • Review / adjust chart of accounts

  • Categorize / reclassify transactions

  • Accounts payable / receivable corrections

  • Monthly reconciliations

QuickBooks Online Set Up

 

Who it’s for:

For all my start up people, who aren't ready to outsource their bookkeeping (yet) but need some help getting a clear and organized DIY bookkeeping plan.

What’s Included:

  • A pre-session questionnaire that I will review before we chat

  • A 60 minute phone call where we will discuss money management for your business

  • A post-session action plan for you to keep and reference anytime

BONUS: Two weeks of virtual support for any follow-up questions and guidance!