Services

Don’t Worry… I Have You Covered!

Accurate Financials Every Month

Bookkeeping is the last thing you want to be worrying about. I make it easy for you to count on your books being up-to-date and finished on time, every time.

I Track The Details

Never worry about missing another critical tax payment or other small detail again!

Professionally Organized Year End Financials

I will package up all your monthly financial statements at year end, so you don’t have to rush around at the last minute.

Tax Filing Support

You don’t want to worry about filing your taxes, so I will work directly with your CPA to ensure that tax season passes smoothly.

Core Monthly Services

Includes:

  • Business Accounting software setup & monthly subscription (Xero or Quick Books Online)
  • Statement retrieval and receipt management account setup & monthly subscription (Hubdoc)
  • Reconciliation and classification of all business transactions
  • Monthly financial reports; including Balance Sheet, Income Statement, and Cash Flow Statement
  • Monthly phone/video call to discuss your financial status/ statements (60 minutes)
  • Unlimited email support
  • Reports sent to CPA at year-end for tax preparation

Add On’s

  • Bill Pay
  • Accounts Receivable
  • Budgeting 
  • Historical Clean Up

Critical Tax Payments

Tax Filing Support

Monthly Financial Statements

Year End Financial Reports

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