Services | Not All Businesses Are Created Equal
I offer a basic monthly service and additional add on services to allow for a tailor-made package for each business.
I charge a set monthly fee which enables you to budget for my fee without any “surprises” during busier months.
Monthly Bookkeeping Services – includes:
- Subscription to online Bookkeeping Software (QBO)
- Subscription to receipt management system (Hubdoc)
- Properly coding all transactions throughout the month
- Reconcile bank and/or credit card accounts (feeds)
- Preparation and Review of Monthly Financial Statements (Income Statement, Balance Sheet and Statement of Cash Flows)
- Month end Video or Phone Meeting
- Unlimited email support
- Communicate with your tax advisor
Additional Add on Other Available Services:
- Historical Books Cleanup
- Startup Business Books Set up
- Accounts Receivable (Invoicing Customers)
- Accounts Payable (Bill Paying)
- Custom Financial Statements
- Budget Preparation and Analysis
- Benchmarking
- Internal Control Review