Services
Bookkeeping Services
Services are available for both Business and Personal Finances
Keeping you strong with clear financial reporting monthly to help you understand your financial performance and position, which will give you peace of mind to help you make informed decisions.
Business:
- Classify all transactions in your bank accounts
- Pay any needed bills (optional, if needed)
- Monitor cash accounts for any necessary transfers
- Help obtain W9s for vendors for 1099s at year-end
- Process recurring payroll and verify W2s at year-end (optional, if needed)
- Capitalize new asset purchases
- Process 1099s at year-end (optional, if needed)
- Monitor accounts for sales tax liability
- Reconcile bank accounts (checking, savings, investments)
- Reconcile credit card accounts
- Reconcile loan balances
- Properly classify personal and business expenses mixed together
- Financial reports-preparation and analysis to help you understand the results
- Questions and support
- QuickBooks Online (QBO) subscription
- Rewind (backup) app subscription
- Budgeting (includes debt management and tracking)
- Forecasting-includes profit & loss, balance sheet and cash flow
- Help transition and review data transfer from QB Desktop to QB Online
- Classify leases per accounting standards
- Monthly or quarterly review and/or strategy meeting, depending on needs
Personal:
- Classify all transactions in your bank and credit card accounts
- Reconcile bank accounts (checking, savings, investments)
- Reconcile credit card accounts
- Reconcile loan balances
- Properly classify personal and business expenses mixed together
- Financial reports-preparation and analysis to help you understand the results
- Questions and support
- QuickBooks Online (QBO) subscription
- Rewind (backup) app subscription
- Preparation for year-end/tax filing
- Budgeting (includes debt management and tracking)
- Forecasting-includes profit & loss, balance sheet and cash flow
- Monthly or quarterly review and/or strategy meeting, depending on needs
Making you financially solid. Focus on the areas to make more money, areas that may have run wild, and adjust your plan out into the near future.
Additional Services
Available to be included with Business and Personal Finances
Catch Up on Prior Periods
Additional Custom Reporting
Process Improvement & Automation
Password Management
Notes on pricing:
- One-time setup fees are not included.
- You will incur at least twice the cost with a CPA handling your bookkeeping.
- In order to have the entire financial picture – especially at tax time – you’ll need to have your personal finances in order, in addition to your business finances.
- How much is your time worth to you? Think about the hourly value of your time spent trying to handle your bookkeeping yourself. If you have a professional like myself take care of everything, you will have all that time back, along with a lower cost to you.