Bookkeeping & Financial Services tailored to your needs
I offer a comprehensive range of bookkeeping and financial solutions designed to meet your specific needs.
QuickBooks Setup
Who it's for:
- Clients who only want QuickBooks Set Up
- Required for New Clients who currently don't have QuickBooks
What's included
- Customized Setup for your business type and industry
- Chart of Account Customization- organized categories to track income and expenses properly
- Bank and Credit Card Connections - Automated transaction imports for easy bookkeeping.
- Basic Bookkeeping Training - Walkthrough on how to navigate and use Quickbooks effectively
Simple Start
Ideal for: small businesses or sole proprietors just beginning their business.
What's included
- Categorization of up to 100 transactions (Income & Expense)
- Monthly reconciliation for up to 2 bank accounts
- Preparation of monthly financial statements ( Ptofit & Loss, Balance Sheet)
Essential
Ideal for growing businesses that need more comprehensive bookkeeping services.
What's included
- Categorization of up to 300 transactions ( Income & Expenses)
- Monthly reconciliation for up to 3 bank accounts
- Preparation of monthly/ quarterly reports and performance reports
- Assistance with invoices and payment tracking
- Monthly business consultation based on your business needs to enable growth and optimization
Advanced
Ideal for growing businesses that need more comprehensive bookkeeping services and with complex financial needs.
What's included
- Categorizing transactions
- Monthly Reconciliation
- Create bills and invoices and track payments
- Full- service Accounts Payable and Accounts Receivable management
- Financial Reports
- Monthly business consultation based on your business needs to enable growth and optimization.
Financial Growth Session
Who it's for:
- Clients who are struggling to grow their business
- Clients who are tired of paying taxes
-Clients who want to add more income
What's included
- Tax Planning strategies Guidance on deductible expenses, estimated taxes, and year-end preparation to help reduce your taxable income.
- Business Growth Coaching- Help identifying new services you can offer or pricing improvement
- Expense Review & Cost- cutting Tips - We'll spot areas where you're overspending or can restructure.
- Profitability Check-Ins - Monthly or quarterly calls to go over your numbers and plan ahead.