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Services Provided

Scale to new heights with the below packages to fit your business needs. They are not fees, they are an investment.

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Are you confident that you are placing transactions where they belong? Did you know that transactions on your bank statement may be something other than income or an expense? Are you confident in your reports and budgeting?  

If most of your answers to the above are no, you need a bookkeeper. Allow me to have fun and dance with your numbers as I place them where they need to go and you can review them in 5 minutes every month (or weekly) to help your company prosper!

Your Solution Packages

Tax Preparation

I understand that people don't like to go to multiple places to get things done. This is why I like to be considered a one stop shop. While I may be an Enrolled Agent by the IRS, I have a strong network of trusted and vetted tax professionals to assist/complete your taxes. I work closely with them to make sure that the bookkeeping is exactly where it's needed to complete a seamless tax return. I can pair you with the best fit if needed. After all, if you need foot surgery, you're not going to go to a heart surgeon. The tax world is plentiful and it's important to get the most knowledgeable preparer.

Bronze

Allow me to maintain and deliver your quarterly reports while you focus on growing your business.

  • Quarterly Bookkeeping

  • Less than 45 transactions/month

  • Cash Basis Accounting

  • Categorization & Reconciling up to 2 Accounts

  • Month End Reports: Balance Sheet, Profit and Loss, Transaction Detail by Account

  • 1 Monthly Report Zoom Call (1 hr)

  • Secure portal access where communication and files are kept in one place

  • Email availability during business hours

Bookkeeping Cleanup

Haven't had time to keep up with your transactions? Do you think your books are reconciled but still have transactions from previous months on the current screen? Do you need to see better reporting so that you understand how your business is operating? Or is it tax time and you realized you aren't ready? You need a cleanup. Work with Me!

Accounting Manager

Looking for more of an experienced bookkeeping that gives you manager level detail?

  • Monthly Real Time Bookkeeping (24-48 hrs within transaction visibility)

  • Weekly Reports

  • Customized Reports

  • Cash/Accrual Basis Accounting

  • Categorization & Reconciling up to 15 accounts

  • Sales Tax

  • Accounts Receivable/Payable Management (Invoicing/Billing)

  • Month End Reports: Balance Sheet, Profit and Loss, Transaction Detail by Account, AR Aging Summary, AP Aging Summary, Comparative Reports, Expenses by Vendor Summary, Income by Customer Summary, Statement of Cash Flow

  • 1 Monthly Report Review Zoom Call (1 hr)

  • 1 Monthly Report Loom Video

  • 3 Monthly Consultation Zoom Call (1 hr)

  • Secure portal access where communication and files are kept in one place

  • Email availability during business hours, phone appointments by calendar

  • 1099-Misc and 1099-NEC Preparation up to 10 filings (system filing fees billed separately)

  • Tax Preparation - Business Return, if applicable

  • Tax Planning for Business, if applicable

  • Payroll Processing

    • Payroll setup​

    • Payroll processing up to 10 employees/contractors

    • Payroll reconciling

    • Saving and follow up with payroll filings

Silver

Allow me to maintain and deliver your monthly reports while you focus on growing your business.

  • Monthly Bookkeeping

  • Cash Basis Accounting

  • Categorization & Reconciliation (up to 5 accounts)

  • Month End Reports: Balance Sheet, Profit and Loss, Transaction Detail by Account, AR Aging Summary, AP Aging Summary

  • 1 Monthly Report Zoom Call (1 hr)

  • 1 Monthly Consultation Calls (1 hr)

  • Secure portal access where communication and files are kept in one place

  • Email availability during business hours, phone appointments by calendar

Silver Plus

Allow me to maintain and deliver your monthly reports and run payroll while you focus on growing your business.

  • Silver Package

  • 1099-Misc and 1099-NEC Preparation up to 10 filings (system filing fees billed separately)

  • Payroll Processing

    • Payroll setup​

    • Payroll processing up to 10 employees/contractors

    • Payroll reconciling

    • Saving and follow up with payroll filings

Virtual CFO

Looking for more of an experienced bookkeeping that gives you CFO level detail?

  • Accounting Manager

  • Report Analysis

  • 4 Monthly Consultation Zoom Calls (1 hr)

  • Budgets and Forecasting

  • Mid-Year and Year-End Strategy Sessions

Gold

Allow me to maintain and deliver your monthly reports while you focus on growing your business.

  • Monthly Real Time Bookkeeping (24-48 hrs within transaction visibility)

  • Weekly Reports

  • Cash Basis Accounting

  • Categorization & Reconciling up to 10 accounts

  • Month End Reports: Balance Sheet, Profit and Loss, Transaction Detail by Account, AR Aging Summary, AP Aging Summary, Comparative Reports, Expenses by Vendor Summary, Income by Customer Summary

  • 1 Monthly Report Zoom Call (1 hr)

  • 2 Monthly Consultation Zoom Calls (1 hr)

  • Secure portal access where communication and files are kept in one place

  • Email availability during business hours, phone appointments by calendar

Gold Plus

Allow me to maintain and deliver your monthly reports and run payroll while you focus on growing your business.

  • Gold Package

  • Sales Tax

  • 1099-Misc and 1099-NEC Preparation up to 25 filings (system filing fees billed separately)

  • Payroll Processing

    • Payroll setup​

    • Payroll processing up to 10 employees/contractors

    • Payroll reconciling

    • Saving and follow up with payroll filings

Consultations

There are many pieces to the puzzle. I am a wealth of information and understand that sometimes areas that you may need help with fall out of scope. If you need additional assistance with something outside of your package, you can always book a paid consultation on my website.

  • QuickBooks Online Consulting - $125/hr

  • Payroll Consulting - $150/hr

  • Tax Consulting - $150/hr

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