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