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All consultations are Central Standard Time (CST)

SERVICES

  • "Bookkeeping strategy session"

    45 min

    Free
  • Phone consult to discuss how a bookkeeper can help you!

    45 min

Quarterly Essentials Package:

Suitable for a micro-sized business for tax compliance

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What is included:

  • Subscription to online accounting software  

  • Customized Chart of Accounts

  • Receipts and Statements Management                               (We can rid you of your shoebox!)

  • 1 Bank Account Reconciled

  • Up to 75 transactions recorded, classified and reconciled

  • Quarterly & Annual Financial Statements Prepared    (these reports are vital for tax compliance)

  • Quarterly Phone Meeting                                                        (I will discuss your financial reports with you to offer insights to the health of your business and answer any questions you have)

  • Unlimited Email Support                                           (answered within 24 hours of the next business day)

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Monthly Classic Package:

Suitable for a small to medium-sized business for tax compliance & financial planning

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What is included:

  • Subscription to online accounting software 

  • Customized Chart of Accounts

  • Receipts and Statements Management                                      (We can rid you of your shoebox!)

  • Up to 2 Bank Accounts Reconciled

  • Up to 75 transactions recorded, classified and reconciled

  • Monthly & Annual Financial Statements Prepared                   (these reports are vital for tax compliance and financial planning)

  • Monthly Phone Meeting                                                                  (I will discuss your financial reports with you to offer insights to the health of your business and answer any questions you have)

  • Unlimited Email Support                                                           (answered within 24 hours of the next business day)

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