Services

Don’t Worry… I Have You Covered!

Accurate Financials Every Month

Bookkeeping is the last thing you want to be worrying about. I make it easy for you to count on your books being up-to-date and finished on time, every time.

I Track The Details

Never worry about missing another critical tax payment or other small detail again!

Professionally Organized Year End Financials

I will package up all your monthly financial statements at year end, so you don’t have to rush around at the last minute.

Tax Filing Support

You don’t want to worry about filing your taxes, so I will work directly with your CPA to ensure that tax season passes smoothly.

Basic Package  (Starting at $200/Month)

Perfect for those on a low budget who need bookkeeping for tax compliance only  

 

  • Quarterly Bookkeeping

  • Balance Sheet, Income Statement, and Statement of Cash Flows

  • Email support

  • Quarterly Meeting – 1 hr Video Call

Classic Package (Starting at $390/Month)

 A step above tax compliance only, for those who want to implement some strategies to save on taxes

 

  • Monthly bookkeeping

  • Subscriptions included: Quickbook Online or Xero accounting software, Hubdoc.

  • Balance Sheet, Income Statement, and Statement of Cash Flows,

  • Monthly Meeting – 30min Video Call

Additional Services

  • QBO or Xero setup (if you want to do your own bookkeeping)

  • Historical clean up of existing books

  • Bill pay service

  • Budgeting

  • Custom Reporting

 

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