Services Offered

Getting Started

- Meet to discuss type of business and accounting system
- Start or take over QuickBooks file
- Organize & input existing transactions to current date

On-going Support

- Download & categorize monthly transactions into QuickBooks
- Optional add-ons: invoicing, bill pay, income categorization, etc.
- Email monthly financial statements to client
- Monthly correspondence regarding financial status
- Serve as liaison between client & accountant throughout year
- Note: Work is completed from my home office

Services not offered

- Legal business advice
- Tax preparation
- Manual payroll (I work with your payroll company: ADP, Gusto, etc.)
- On-site bookkeeping

Pricing

Potential clients are entitled to a FREE half-hour consultation. Let’s meet and see if we’d be a good fit.

  • Please fill out our contact form to set a meeting.

  • After the first couple months of working together, once things are set up and cleaned up we will agree on a fixed monthly rate so you know how much you’ll pay each month.

  • My rates start at $250/month. I work for online businesses.

Sound good? Fill out the form below.

Tax Preparation

Coming soon

Payroll with Gusto

If you have employees, we will set you up on Gusto for payroll. You'll be responsible for running payroll & paying the subscription fee, but we'll manage the integration and help trouble shoot when needed. we'll also extend a discount for the subscription!

Bookkeeping

We provide full-service bookkeeping and reporting using QuickBooks Online.
Your bookkeeping services throughout the year depending on your preference of frequency to help simplify your workflow.
We provide services as frequently as once a week, or even as slowly as once a year; it all depends on what you’re looking for.

QuickBooks Setup & Training

QuickBooks is powerful, but only when configured correctly.
We set up, customize, and train your team to ensure your accounting system supports your success
We make QuickBooks easy — no jargon, no confusion, just clean data and clear results.

Packages we offer

$300/PER MONTH

  • QBO Included
  • Monthly Recordkeeping
  • Unlimited Transaction
  • Up to 3 Bank/Credit Account
  • Unlimited Communication
  • Quaterly Debriefs (Report)
  • Annual Financial Presentation

$550/ PER MONTH

  • Everything in Essentials
  • Bi-Weekly Recordkeeping
  • Unlimited Bank/Credit Accounts
  • Unlimited Communication
  • Payroll with Gusto
  • Monthly Debriefs (Report + Video)

$850/ PER MONTH

  • Everything in Advance
  • Weekly Recordkeeping
  • Annual Recap
  • 45-Minutes Monthly Meeting 
  • Annual 1099 Fillings

 

If you come from a system other than QuickBooks Online (or need books setup), we'll migrate you for free (a $3k service)because the tools matter!

We proudly partner with:

business

Ready to get started?

02.

Schedule a one hour consultation with us.
We’ll determine together how to get the results you’re looking for

03.

Take control of your finances.
See how better bookkeeping and new systems will take your business to the next level