If you're serious about your business, you'll want to take your numbers seriously as well. 

Staying on top of your sales, profits, and expenses are how you reach your goals. And keeping up with your bookkeeping throughout the year makes things 100 percent easier come tax time. 

Beginnings are often small but by tracking your numbers and focusing on your growth, you'll get there!

As a business owner, you likely have a ton of balls up in the air and are spread thin. We understand bookkeeping may not be your thing. 

Part of our onboarding process is to get you set up with a clean set of books from either your first day of business or the first day of the year, whichever you prefer. 

This is part of our new client incentive and it is provided to you at a discounted rate.

As an entrepreneur myself, I understand the struggle that the bookkeeping side of your business can be. 

I am here to support you in that process from monthly account reconciliation to budgeting plans, we can build a bookkeeping package that fits your situation. 

And as a bookkeeper for the past two decades, I can guide you in making educated financial decisions for your business and make sure you're working with a trustworthy tax preparer.

Do you have questions on how to register your business, pay estimated tax payments, what you can write off, and what to do when you hire help? I've got the answers.

We request online access to banks, credit cards, PayPal, Stripe, and your invoicing system (if separate).

Almost all of these allow a read-only accountant log in and we will help you figure out how to set one up so your data is secure.

This allows us to work most efficiently and avoids us having to bother you for data requests or more information that can be found within these banks/platforms.

If you don't have it, that's okay. If you are already working with a software we will typically work within it to keep the process streamlined. 

Sometimes it's easier to start with a clean slate, so if you don't have a system in place we will guide you as to which platform is the best fit for your needs and help you get it set up.

Our preferred softwares are Xero and QuickBooks Online depending on your unique business.

You can choose to either pay for the software directly, or we will add it to our monthly fee as reimbursement.

Once your books have been set up, we maintain them monthly.

A bookkeeper will be assigned to your account.  After the month ends, we will pull your reports and categorize your transactions.

You will receive an e-mail with any questions/clarifications where needed. Once those questions are answered you'll receive your report with highlights to help you see what the numbers are telling you.

You will have your reports by the 15th of the month, if not sooner.

Our base monthly packages start at $350 a month and vary based on your complexities and needs.

When we work together to implement good systems that allow us to deliver high quality, accurate data, most of our clients fall into this minimum.

If your books need to be caught up to date, there will be a one-time set up fee.

You are billed on a monthly auto-pay subscription via Stripe (credit cards) or Zelle.