
MY SERVICES
Services
Getting started
We’ll meet to discuss the type of business and accounting system you have, I’ll start or take over a QuickBooks file, and I’ll organize and input existing transactions to current date.
Clean-up
If your books need to be organized, I’ll review and reconcile your company’s records to ensure accuracy and consistency.
Ongoing support
I”ll download and categorize company monthly transactions into QuickBooks. I’ll email a monthly financial statement to you so you can see how things look. We’ll have monthly correspondence regarding financial status, and I”ll serve as a liaison between you and your accountant throughout the year., and why it’s unique.
Optinal Ad-ons
These services include invoicing, bill pay, and income categorization.
Services not offered
These include legal business advice, tax preparation, manual payroll, or on-site bookkeeping
Book a free discovery meeting with me so we can determine if my services are a good fit for your needs. The first few months will be an hourly rate while assessing and organizing, before we move forward with a monthly rate.