Services
As a QBO Certified ProAdvisor, my core service is offering reliable and accurate bookkeeping along with comprehensive financial reporting for your business. I’ll update your books on a regular basis, tailored to your needs—whether that’s weekly, monthly, quarterly, or another time frame we agree on. This ensures that your financial records are always up-to-date and reflect the true status of your business.
In addition to keeping your books organized, I’ll provide detailed financial reports for your internal use. These reports go beyond just numbers; they leverage my experience in public accounting to offer valuable insights into your business’s financial health. My insights can help you spot any potential issues early on, allowing you to address them before they become larger problems. At the same time, the reports will highlight areas where your business is thriving, so you can focus on leveraging those successes for continued growth. With my support, you’ll have the clarity and guidance needed to make informed decisions and drive your business forward.
CORE
Core services for every business
- One checking account
- One credit card
- Cash basis accounting
- Year end cleanup for taxes
- Monthly balance sheet and P&L
- Monthly financial analysis
- Monthly reports reviewed by e-mail
- Starting at:
$300
per monthSTANDARD
Enhanced services for larger businesses
- All core services, plus:
- Two bank accounts
- Two credit cards
- Accounts receivable
- Accounts payable
- Monthly cash flow statement
- Live monthly review (phone/Zoom)
- Starting at:
$500
per monthPREMIUM
For the most complex businesses
- All standard services, plus:
- Unlimited bank accounts
- Unlimited credit cards
- Payroll import
- Sales tax filings
- Custom financial reporting
- Faster response times
- Starting at:
$750
per monthTax Preparation Add-on
Most clients prefer a one-stop shop for their accounting needs. If you’re looking for a seamless accounting experience, I offer business tax return preparation as an exclusive add-on only for my monthly bookkeeping clients.
By having one CPA handle both your bookkeeping and tax return, you benefit from:
- A CPA who has a deep understanding of your finances year-round
- Tailored bookkeeping that supports your tax planning goals
- Tax-saving opportunities that might be overlooked by someone less familiar with your business
Note: I do not offer standalone business tax return preparation services. This add-on is only available to monthly bookkeeping clients!
Since tax preparation needs can vary, feel free to contact me for a personalized estimate.
QuickBooks Online Setup
Whether you’re starting a new business or switching to QuickBooks Online from another platform, it’s essential to set up your QBO file correctly from the beginning. This will help ensure your books are accurate moving forward. With years of experience working with QBO, and as a QBO Certified ProAdvisor, I can help set your business up for success from the start.
Some benefits of using my QBO setup process include:
A chart of accounts tailored to your business
Bank feeds (when available) are linked to ensure all bank and credit card activity is captured
Vendors and customers are entered to help track your payables and receivables (if applicable)
Clean balance sheet accounts
Reconciliations are accurate
QBO Cleanup
If your books are a mess, I can get them back in order. Whether you tried to do the bookkeeping yourself or if your previous bookkeeper didn't do a good job, having inaccurate financials means you don't know the true financial picture of your business. It's crucial to get your books cleaned up so you can make informed decisions about your business. I can help you get them cleaned up, and then with my ongoing bookkeeping services, I can keep them clean going forward.
QBO Catchup
No matter how far behind your books are - whether it's a couple months, or a year or more - I can help you get caught up. Running a business without up-to-date financials is like flying blind. How much money are you making or losing each month? We can work together to get your books up-to-date so you can have confidence in your financials again, get ready for tax time, or make assessments on how to run your business. And with my ongoing bookkeeping services, I can keep them up-to-date going forward.