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!

Rental Prop Mgmt + Wellness 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.