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HOW I CAN HELP YOU

My Bookkeeping Services

Do any of these
questions ring true for you?

  • You're working hard, but aren't sure if you are turning a profit?

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  • You're making money, but aren't sure where it all goes?

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  • You're confused about all of your expenses?

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  • You're not sure if you are getting all of your tax deductions?

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  • You're feeling worried or anxious about your books?

If you're nodding your head YES, 
Let's talk about your business needs
and see if we should work together!

Monthly
Bookkeeping Package

Signature Service
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Starting at $395/month 

This package is for you if...

  • ​Your biz books aren't being done (but you're ready to start)

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  • You're doing your own books (but you're ready to turn them over to a Pro)

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  • Someone else is doing your books (but you're ready to make a change) 

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  • You're ready to get rid of your stress and worry about your books 

What You'll Get...

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1

Analysis

In-depth review of current books and business objectives + XERO access + customized chart of accounts

2

Categorization

Monthly categorization of all transactions into custom

expense or income account

3

Reconciliation

Reconciliation and balancing of all bank and credit card accounts

4

Statements

Monthly Financial Reports with

"plain English" explanations

Quarterly
Bookkeeping Package

Starting at $275/month 

This package is for you if...

  • You want to receive all the benefits of the Monthly Bookkeeping Package every three months instead of every month 

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  • You want to get rid of your worry about your books, so you need a complete    "Done-For-You" Quarterly Bookkeeping Package â€‹

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  • The number of transactions in/out of your business is relatively small  

*Note -- In the Quarterly Package, the Bookkeeping Fee is paid Monthly

Do you need help with a One-Time Project?

These projects may be for you if:

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XERO Set-Up

  • You are starting to get your books in order

  • You want to do your own books 

  • You need help getting set-up and trained on bookkeeping software

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XERO Clean-Up

  • You have bookkeeping software 

  • You have neglected your books, and need help getting caught up

  • You have made mistakes and need your books corrected 

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