Service and Package Details:

My mission is to bridge the gap between Business Owners and their bookkeeping processes using Knowledge to build Abilities, hone Skills and create lifelong Habits.

Accounting Coaching:

Just starting out and need some advice? Book a one time consultation to get the answers you need!

Silver
$298 and up
Gold
$498 and up
Platinum
$698 and up
Walk-through the bookkeeping process with an expert (up to 2 hours)
Accounting 101 – Best practices for your industry 
Bookkeeping TO DO checklist  

Get Automated and Caught Up:

Running a small business isn’t easy! Sometimes business gets in the way of bookkeeping. If your receipts are piling up and you are losing sleep over your taxes, these packages are a perfect mix of education and automation! Walk away with a fully automated system that runs without you and the knowledge you need to keep it that way.

Silver
$898 and up
Gold
$1,798 and up
Platinum
$3,498 and up
Accounting Coaching:
Walk-through the bookkeeping process with an expert (up to 2 hours)
Accounting 101 – Best practices for your industry
Bookkeeping TO DO checklist
Process Automation:
Customized chart of accounts and rule creation< 50 < 75< 100
Reconcile bank, credit card, loan/LOC accounts< 2< 4< 6
Record and post past business transactions< 3 Months < 6 Months< 12 Months
Deliver and review financial reports< 1 hr< 1 hr< 1 hr
Support includes:
Phone/ video/ email support< 1 hr< 1 hr< 1 hr

Monthly Bookkeeping Services:

Are you a seasoned veteran of entrepreneurship ready to refocus on your passion? Let me take the burden of bookkeeping off your shoulders. These monthly bookkeeping packages create a stress-free bookkeeping process allowing you to focus on your passions and understand the numbers.

Silver
$598 and up
Gold
$798 and up
Platinum
$998 and up
Accounting Coaching:
Walk-through the bookkeeping process with an expert (up to 2 hours)
Accounting 101 – Best practices for your industry
Bookkeeping TO DO checklist
Process Automation:
Cloud-Based accounting software
Customized chart of accounts and rule creation <50 <100< 150
Customized auto rule creation<25<50<75
Monthly services provided:
Reconcile bank, credit card, loan/LOC accounts< 2< 4< 6
Record and post monthly business transactions
Deliver and review financial reports
Support includes:
Collaborate with your tax preparer or other business professional
Phone/web consultation to review prior month’s performance< 1 hr< 1 hr< 1 hr
Deliver and review customized financial reports 1 1 2
Ad Hoc reports11