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Services & Pricing

​Bookkeeping Services

  • Maintaining Accurate Financial Records
    Categorization of transactions to specific categories like income, expenses, assets or liabilities.

  • Account Reconciliations
    Reconciling bank, credit card and loan statements to your financial records to ensure accuracy and help identify errors.

  • Accounts Receivable
    Managing customer invoices, sending statements, tracking overdue payments.

  • Accounts Payable
    Managing vendor invoices and scheduling payments.

  • Preparing Financial Reports
    Generating financial reports such as income statement, profit and loss and cash flow statement. I can also customize any management reports needed.

  • Review, Setup and Training
    Review your current bookkeeping procedures, advise as to best practices and workflows. Training in bookkeeping software if needed.

  • Catch up and Clean Up Services
    Helping you clean up your existing records and catch up if you are behind in your tax filings.

  • Miscellaneous Services
    Sales Tax -  Payroll -  1099 filings -  Inventory Management
    Working with your tax accountant to provide necessary documentation for preparation of your tax return.

Administrative Services

  • Database Management

  • Proofreading

  • Customer Support

  • File Organization

  • Document Preparation

  • Data Entry

Bookkeeping Consultation

30 Min Phone Call

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We will discuss how I can streamline your bookkeeping process which translates into saving you time and money. I look forward to speaking with you.

Pricing Plans

I offer flexible Bookkeeping and Administrative Services Pricing Plans to fit your business needs. Choose from one time, monthly, or custom plans to keep your finances organized and up-to-date.

Basic

1 time set up fee - $250

 

$300.00 per month

  • Record Transactions

  • Organize Chart of Accounts

  • Monthly Balance Sheet

  • Monthly Income Statement

  • Prepare Year End Reports

  • Reconciliation (1-3 bank accounts)

  • Pay Company Bills (1-3)

 

Payroll & Sales Tax Extra

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Plus

1 time set up fee - $250

 

$500.00 per month

  • Record Transactions

  • Organize Chart of Accounts

  • Monthly Balance Sheet

  • Monthly Income Statement

  • Prepare Year End Reports

  • Reconciliation (4-6 bank accounts)

  • Pay Company Bills (4-6)

  • Invoice Clients

 

Payroll & Sales Tax Extra

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Elite

1 time set up fee - $250

 

$800.00 per month

  • Record Transactions

  • Organize Chart of Accounts

  • Monthly Balance Sheet

  • Monthly Income Statement

  • Prepare Year End Reports

  • Reconciliation (7-9 bank accounts)

  • Pay Company Bills (16-30)

  • Invoice Clients

 

Payroll & Sales Tax Extra

Tailored

Customizable plan to meet the size of your business.

We tailor make the plan to the size of your business.

Call for FREE consultation to discuss your options and get personalized pricing.

Back On Track

Clean Up Services.

Call for FREE consultation to discuss your options and get personalized pricing.

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Kick Start & Train

One-time fee $400.00

 

Set Up accounting software and 2 hours basic training.

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​​Call to get started!

 

Set Up Fee includes sign up for accounting software and connection of bank and credit card feeds.

Admin Essentials – $30.00 per hour

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