Virtual Bookkeeping Services For Small Business
We offer package pricing based on the individual needs of your business.
BASIC BOOKKEEPING
Starting at $300/month
- 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, & cash-flow)
- Quarterly 1:1 financial meeting (30mins)
- Unlimited communication
- Annual reports for tax preparation
PREMIUM BOOKKEEPING
Starting at $600/month
- 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, & cash-flow) + 1 custom report
- Monthly 1:1 financial meeting (30mins)
- Fixed asset management
- Unlimited communication
- Annual reports for tax Preparation
ELITE BOOKKEEPING
Starting at $1200/month
- 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, & cash-flow) + 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.
- 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
