Services
How I can help you
Virtual Bookkeeping Services
Monthly Professional Bookkeeping
- Each month I will enter the income and expenses into QBO. I will attach receipts to the items to make tracking easier.
- Then I will match it to your bank statement to make sure you are reconciled.
- Finally, I will prepare and share with you the main financial reports. During this meeting I will explain the reports in words that make sense to you and your business. AND you will get to ask as many questions as you need so you can feel confident and in control of your money.
Virtual Bookkeeping Plans
All of these plans will be customized to fit your business needs.
Basic Plan - Monthly or Quarterly starting at $185
- Period basic recording of income and expenses (up to 30 transactions)
- Period Reconciling of 1 bank account
- Period Financial Reports available based on software choice (explained to you in words you understand)
- Period Conference (1 hour) via phone, video conference, or recorded video and Support
- Unlimited email support
- No contract (30 days notice required to cancel)
Essential Plan - starting at $250
- Account Set Up
- Monthly recording, classifying, and reconciling of 2 bank or credit card accounts (up to 75 transactions)
- Monthly Financial Reports (explained to you in words you understand)
- Monthly Conference (1 hour) via phone, video conference, or recorded video and Support
- Unlimited email support
- No contract (30 days notice required to cancel)
Professional Plan -starting at $375
- Account Set Up
- Monthly recording, classifying, and reconciling of 3 bank, credit card or loan accounts (up to 125 transactions)
- Monthly Financial Reports (explained to you in words you understand)
- Monthly Conference (1 hour) via phone, video conference, or recorded video and Support
- Unlimited email support
- No contract (30 days notice required to cancel)
Additional Services
Premium Monthly Bookkeeping Services
For larger businesses with more transactions or more accounts, our services are customizable to your needs. All of the professional plan services are included as well as the option to discuss more financial reporting options. Whatever your needs, we will figure out a plan for your success.
QBO Set Up & Training Services
I will help you get your Quickbooks Online account set up correctly. I will teach you how to use QBO so you can find the numbers you need…when you need them!
Catch Up & Clean Up Services
No matter how messy or out dated your books are today, I will enter and match the data so you can feel confident that your numbers are correct going forward. Believe me, your stress level will thank you come tax time.
Receipt Management Software Subscription
We offer subscriptions to receipt management software to make record collecting easier and more efficient. Let’s make life as easy as possible for you.
Reviews & Evaluations Services
Perhaps you are doing your own bookkeeping but just want to make sure you are on track. I can do a review to confirm that the data looks correct and matches the bank statements. And if I see any areas of concern, I will suggest solutions. Let’s solve your problems!
Get a Free Consultation!
Contact Me
Email or call me today and we will schedule a free consultation! Let’s work together to get you on the right track.