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Office Meeting

SERVICES

 

As a bookkeeper, my primary responsibility is to organize your business finances meticulously. I ensure that all transactions are recorded accurately in the right accounts, making it easier for your accountant to analyze your profit and loss, and provide valuable advice for your tax returns. I reconcile your transactions in QuickBooks with your bank statements, giving you a clear breakdown of essential reports like the balance sheet and profit and loss statement. Essentially, here to relieve you of financial worries throughout the and especially during tax time!​ 

 

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List of Services

  • Transaction Categorization 
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  • Account Reconciliation​
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  • Invoice Tracking
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  • Payroll Management
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  • Assets & Liabilities tracking
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  • Financial Report Reviews
Laptop Plant Reflection

BASIC MONTH STARTER PACKAGE - $300/MO

  • Customizing Chart of Accounts specific to your business

  • Recording, classifying and reconciling transactions of up to 2 bank/credit card accounts

    •  This includes any debit, credit, PayPal or Stripe accounts.

  • Up to 60 transaction per month

    •  This is all receipts, incoming and outgoing transactions, deposits, withdrawals, any transaction necessary for your business, checks and credit cards.

  • Up to 5 invoices per month

  • Payroll management for 1-3 employees

  • 3 monthly financial reports explained in an easy-to-understand manner for clarity.

  • Unlimited email support

  • Up to 1 hour per quarter of phone/video conferencing consultation and support

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Prices may vary depending on activity and services needed

STANDARD MONTHLY SERVICE PACKAGE -
$499/MO

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  • ​Customizing Chart of Accounts specific to your business

  • Recording, classifying and reconciling of up to 4 bank/credit card accounts

    •  This includes any debit, credit, PayPal or Stripe accounts.

  • Up to 200 transaction per month

    • This is all receipts, incoming and outgoing transactions, deposits, withdrawals, any

              transaction necessary for your business, checks and credit                    cards.

  • Up to 10 invoices per month

  • Payroll management for 1-5 employees

  • 3 monthly financial reports explained in an easy-to-understand way for clarity.

  • Unlimited email support

  • Up to 1 hour per quarter of phone/video conferencing consultation and support

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Prices may vary depending on activity and services needed

Working Together
Cozy Office

ADDITIONAL SERVICES

Premium Package STARTING at $999

  • This price may vary but includes the standard package with added services and considerations.

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1099 reporting - $30 per contractor

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QuickBooks Setup

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Historical Cleanup Service

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Catch up Service

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