Our Services
Below are some of our services. We customize our packages to the specific needs of the business, so if there is something not listed that you need - just ask!Monthly Services
Basics
Revenue + Expense Categorization
Reconciliations [Bank, CC, Balance Sheet Accounts]
Unlimited Email Communication
Quarterly Financial Reports with Notes on Variances [to budget/prior year]
Annual Financial Representation
Other Add-Ons
Maintain Balance Sheet Supporting Schedules
Payroll Management
Budget Preparation
Sales Tax Reconciliation + Payment
Monthly Meetings to Discuss Financial Reports in Detail
Preparation of Owner’s Year-End Report + Filing 1099-MISC
Annual 1099-NEC Filings
One-Time Services
Financial Clean Up [Adjust entries to improve financal accuracy]
Financial Catch Up [Post all backdated transactions to bring financials current]
Financial Diagnostic [Deep dive into financials to detect issues such as: inaccurate postings, coding errors, chart of account problems, etc]
One on One Consultation Call
Not ready to outsource your accounting , but something has you stuck?
I offer a one-time 90-minute consultation call to discuss those items and get you back on track.
Included in the call:
One on one time to discuss specific accounting items that are holding you up.
A recording of the call to rewatch anytime.
A follow-up recap email that includes notes from the call along with any necessary instructions.
REMINDER: Please grant me access to your Quickbooks Online account at least 24 hours PRIOR to the call.