A Closer Look At What I Do
As a virtual based bookkeeping practice I provide extensive support and attention to your business' books while saving you time and money.
You'll have time to focus on your growing customer base because you won't have to do the meticulous and confusing task of bookkeeping.
You'll save money by having an up to date accurate record for your accountant and a financial coach that will help you find ways to increase your profitability.
You'll be less stressed about taxes knowing that an expert you can trust has it handled and will always be in communication with you about your finances.
All packages and services are tailored to your specific needs.
Start Up Bookkeeping Options
- Unlimited support via email
- Free initial meeting
- Collaborative business health check-in
- Goal setting
- Budget evaluation
- Accounting software setup
- Financial coaching
- Accuracy checks
Full-Service Bookkeeping Options
- Unlimited support via email
- Collaborative monthly Business health check-in
- Efficient record keeping and transaction recording
- Monthly account reconciliation
- Proactive budget evaluation and benchmarking
- Subscription to best practice software (i.e. Xero, QBO, Hubdoc, etc.)
- Important financial report preparation and review
- Accuracy checks
Additional Services
- Preparation of invoices and maintenance of accounts receivable
- Inventory management
- Processing of vendor bill payments
- Rescue clean up for past and current books
- Customized financial reports
- Financial analysis of historical trends to project future growth potential
How does it work?
✓We meet & greet via web
✓We brainstorm and evaluate your business's needs
✓I do a business health check
✓I create a proposal
✓We review the proposal together via web
✓You sign the papers
✓I get to work
✓We stay in CONTACT via email, phone, & web so you stay INFORMED