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!

 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 monthly 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
$600/month
Gold
$750/month
Platinum
$850/month
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
$1,000 and up
Gold
$1,200 and up
Platinum
$1,400 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 reports112
Ad Hoc reports 11