Services
Do you know where your money disappears to each month? Do you truly understand how to categorize your affiliate income? Are you pulling the right information from your sales streams to separate revenue? Are you currently reconciling your Stripe, PayPal and other payment processor accounts properly?
There are so many questions that your monthly reports need to answer. That’s where I come in. I support you and help you grow your bottom line.
Bronze
For business owners who want it done right from the start. You’re just starting out and can’t afford a lot, but don’t have time to worry about your financials.
Categorization of your monthly transactions for up to 50 transactions
Monthly preparation of Profit & Loss Statement and Balance Sheet
Quickbooks Online Account
Checking, Savings, Credit Card reconciliation
Input of payment processor (PayPal, Stripe, and others) transactions
Monthly financial analysis video reviewing your monthly report
Starting at $189/month
Gold
For business owners who have seen consistent growth for the past 6+ months. You’re finally ready to take bookkeeping off your plate and focus on growing your business.
Categorization of your monthly transactions for up to 100 transactions
Monthly preparation of Profit & Loss Statement and Balance Sheet
Quickbooks Online Account
Checking, Savings, Credit Card reconciliation
Input of payment processor (PayPal, Stripe, and others) transactions
1099 tracking and filing
Monthly financial analysis video reviewing your monthly report
Starting at $349/month
Platinum
For business owners who are seeing 6 figure years in revenues and are ready to scale. It’s time to get your books accurate to make tax time a breeze.
Categorization of your monthly transactions for up to 150 transactions
Monthly preparation of Profit & Loss Statement and Balance Sheet
Quickbooks Online Account
Checking, Savings, Credit Card reconciliation
Input of payment processor (PayPal, Stripe, and others) transactions
1099 tracking and filing
Monthly financial analysis video reviewing your monthly report
End of year financial review for tax preparation
Starting at $529/month
QUICKBOOKS ONLINE SETUP
Complete setup of your new QBO account with a firm starting date
Load balances as of the start date
Creation of your personalized Chart of Accounts (transaction coding to make tax time easier)
Setup of your Accounts Receivable and Accounts Payable
Prepare list of services and other charges
Verification your outside accounts are connected properly
Tutorials on how to reconcile your monthly transactions, run a profit & loss statement, and balance sheet for your business.
starting at $400
retroactive bookkeeping
Categorization of transactions from the previous months(s)
Preparation of Profit & Loss Statements and Balance Sheets for previous month(s)
QuickBooks Online Account
Checking, Savings, Credit Card reconciliation
Input of payment processor transactions from PayPal, Stripe, and others
