Want to know the financial health of your business?
It starts with the financial health of your accounting system
BOOKKEEPING FIRM
DO YOU...
...feel lost because your bookkeeping is unorganized and you do not know your numbers?
...no longer want to handle your bookkeeping yourself and rather pass to a team of experts?
...have up-to-date financials but have no idea what your numbers mean to make business decisions?
I'm approaching my money management with the eyes of a CEO for the first time
andi - content creator
get control of your numbers in 3-steps
our services that support your business
1. CATCH UP your system
This is for you....
if you're needing your QuickBooks Online up-to-date and financials back on track
Billed Hourly - Fully categorize all transactions - Reconcile business accounts to current - Structure chart of accounts best for your business - Tax ready financials - 1x kick off meeting to get access to systems and ensure we have all the information we need to reconcile - Upon completion receive a recorded walk-through so you know what your numbers mean
2. monhtly BOOKKEEPING
This is for you....
if you're ready to get back time and peace of mind, with reliable and accurate financial information
Starting at $400 per month - Categorizing transactions - Reconciling bank and credit card accounts - Payroll reconciliations - Monthly financial report - Tax ready financials - Access to team for any questions - Communication via text and email
3. FINANCIAL forecast
This is for you....
if you're ready for financial planning, budgeting, and managing your cash to make strategic decisions
$2,500 one-time session - Financial planning session - Custom-built 2024 financial plan - Sales forecast - Budget for expenses - Cash flow forecast - Tax saving plan - Financial goals planning - Build a team review - Paying yourself - 3-months of Voxer support - Option to continue with monthly financial support - Complimentary QuickBooks review
I'll never go back to trying to do it all on my own.
jenn - wine sommelier
WHO WE ARE
YOUR BOOKKEEPING BEST FRIENDS
We will take over your accounting to make sure everything is categorized, reconciled, and ready for review and taxes.
YOUR BIGGEST FANS
We know that running a business is a journey, and your financials will go through the highs and lows with it. We're here to support you as your business evolves.
YOUR PEACE OF MIND
As a team of experienced accountants with corporate backgrounds we are able to handle your accounting with accuracy and compliance in mind.
The insight I receive is invaluable and is something you can't get from an accounting software
becca - social media agency