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WHAT IS PROVIDED?
Catch-up & Cleanup
QuickBooks Online Setup
Expense Categorization
Bills Management (A/R)
Invoice & Payment Tracking (A/P)
Bank & Credit Card Reconciliation
Monthly Reports (P&L, Balance Sheet)
Monthly Analysis Summary
Year End Reporting
Reliable Communications and Care
See 'Additional Services' in the Bookkeeping menu above for additional information on Tax and Notary services
IS YOUR BUSINESS A FIT?
If you are looking for financial guidance and support, we are a perfect fit!
Professional services
Trades
Consultants
Online businesses
Real estate agents
Creators / freelancers
Retail startups
Do you do something different, but you still need help?
Let's talk!
WHAT IS THE PROCESS?
PHASE 1
DISCOVERY DISCUSSION
Free 30 min consultation to know you better and provide you alternatives.
PHASE 2
ONBOARDING
Agree on requirements, complete your enrollment package and set up auto pay.
PHASE 3
LOOKBACK
Review the work after 60 days to make sure the relationship is a fit for all parties.
PHASE 4
ONGOING SUPPORT
Monthly deliverables, depending on service level.
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