What Is Bookkeeping?
Bookkeeping is a critical function for any business, regardless of size or industry. It involves structured recording, organizing, and tracking of all financial transactions, including sales, purchases, receipts, and payments. Accurate and up-to-date bookkeeping is essential for maintaining a clear picture of a company's financial health, cash flow, and profitability.
As such, it is crucial for businesses to prioritize bookkeeping. By ensuring the accuracy and timeliness of their financial records, businesses can make informed decisions, plan for the future, and focus on their core competencies and growth strategies.
Contact us today to learn more about how we can help with your business bookkeeping needs.
Virtual Bookkeeping Services For Small Business
We offer package pricing based on the individual needs of your business.
BASIC BOOKKEEPING
- Monthly reconciliations of bank, credit card, and loan accounts
- Monthly recording of all transactions (up to 50 transactions)
- Monthly categorization of income and expenses
- Payroll entry/import
- Monthly financial reports (P&L, & balance sheet)
- Quarterly 1:1 financial meeting (30mins)
- Unlimited communication
- Annual reports for tax preparation
PREMIUM BOOKKEEPING
- Monthly reconciliations of bank, credit card, and loan accounts
- Monthly recording of all transactions (up to 100 transactions)
- Monthly categorization of income and expenses
- Payroll entry/import
- Monthly financial reports (P&L, & balance sheet) + 1 custom report
- Quarterly 1:1 financial meeting (30mins)
- Fixed asset management
- Unlimited communication
- Annual reports for tax Preparation
ELITE BOOKKEEPING
- Monthly reconciliations of bank, credit card, and loan accounts
- Monthly recording of all transactions (up to 200 transactions)
- Monthly categorization of income and expenses
- Payroll entry/import
- Monthly financial reports (P&L, & balance sheet) + 2 custom report
- Monthly 1:1 financial meeting (1 hour)
- Fixed asset management
- Assistance with receipt management
- Unlimited communication
- Annual reports for tax preparation
ADDITIONAL SERVICES
- QuickBooks online setup
- Accounts receivable management
- Accounts payable management
- Payroll support (provided by 3rd party)
- Sales tax
- Annual 1099 filing
- Custom report
Consulting
CLEAN-UP / CATCH-UP
STRATEGIC CONSULTATION SESSION
CLEAN-UP / CATCH-UP
Do you need your books up to date? I will get your bookkeeping cleaned up or caught up. Pricing determined after diagnostic review ( diagnostic review fee $150).
- Reconciliations of bank, credit card, and loan accounts
- Recording of all transactions
- Categorization of income and expenses
- 1:1 follow-up financial meeting
STRATEGIC SERVICES
STRATEGIC CONSULTATION SESSION
CLEAN-UP / CATCH-UP
By concentrating on bookkeeping and business strategies, we can utilize the data from your monthly financial reports and collaborate to develop a growth strategy, budget, establish financial objectives, and enhance efficiency. Pricing determined after consultation.
Financial Planning & Analysis
Data-driven growth strategies that prepare your business for long-term success.
Helping you identify opportunities
for growth and efficiency.
- Planning - creating budgets and plans to optimize resource allocation
- Forecasting - gathering, processing, interpreting, and assessing data to predict future performance
- Analyzing - using data to explore insights that supports decision-making
- Reporting -create financial statements and reports to monitor and improve performance
STRATEGIC CONSULTATION SESSION
STRATEGIC CONSULTATION SESSION
STRATEGIC CONSULTATION SESSION
$150 per session / What's included:
- An initial questionnaire to discuss your concerns for our upcoming strategic consultation session.
- 1 hour session to discuss a detailed report of findings and recommendations.
- Follow-up summary provided, including notes and resources covered during our session.
"Managers and investors alike must understand that accounting numbers are the beginning, not the end, of business valuation."
Warren Buffett
