SERVICES

Your business needs a good, solid foundation. That foundation is based upon accurate and up-to-date bookkeeping records. Precise financial statements and reports can help pave the way for smart business decisions, investments, and can help identify money making and money saving opportunities.


BOOKKEEPING

Our Core Bookkeeping Services Include:

-Weekly Bookkeeping/Transaction Categorization
-Bank Reconciliation
-Receipt Management
-Three Monthly Financial Statement Preparation and Interpretation
-Unlimited Email Support
-Quickbooks Subscription Included
-Monthly Video Conference
-Annual Year-End Reports for Your Tax Professional

 

ADDITIONAL SERVICES

-Historical Clean Up
-Payroll Services
-Accounts Payable/Bill Pay
-Accounts Receivable/Invoicing
-1099 Filing
-Excise Reports
-Quickbooks Setup for micro businesses
-Consulting/Software Education


PRICING & PROCESS

 

Since every business is different and thus will have different needs, monthly prices are customized and structured to fit the individualized needs of your business. I’ve found that on average, fees start at about $400 per month for the core bookkeeping services outlined above. The additional services mentioned will require more time and additional costs. Pricing reflects a fixed monthly fee you can rely on rather than an hourly rate that fluctuates from month to month. Cleaning up several months to several years worth of bookkeeping is an investment and payment plans can be offered for blocks of time if needed.

My Process:

Following a free 30 minute consultation and a detailed review of the current state of the books, I will put together a personalized proposal for recommended services and/or clean up for your business’s specific needs. We will then set up a second meeting where I will review the proposal along with you, without cost. At this meeting we can discuss questions and/or concerns you may have, after which the proposal will be effective for up to 30 days. If you proceed with services, payment will be due at the time of signing an engagement letter and the agreed upon services will begin immediately.

 

 

BENEFITS OF VIRTUAL

Virtual is the best new way to conduct business and a cost effective way to outsource your bookkeeping. With many great time and money saving benefits to using a virtual bookkeeping service, you have more time to spend growing your business. Access to financial statements, reports and even applications are at our fingertips at any time. Cloud-based services with bank level security and encryption allow private access to your financial data anytime, anywhere. Being virtual allows us to work with you and other businesses around the country from anywhere in the world in real time.

 
 
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Flat Rate Service

We customize our fees to the size and needs of your business.

 
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Tax Time Ease

With our services, you’re reports will be prepared with tax season in mind. All services are tax deductible too!

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Cloud Based Integration

All of our services are virtual which means we can store financial reports, statements and receipts in the cloud and access them with ease.

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Consulting & Clean Up

Whether you need assistance setting up your accounting/bookkeeping software or you need to “clean up the books” we can help.

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Interpretation

Our monthly services include interpreting financial statements so that you understand more of the ins and outs of your small business.

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Encrypted Files

Your information is confidential and secure with bank level security and encrypted software and equipment.