Services
DIY Bookkeeper Bundle
$300
Perfect for those in the side hustle/hobby business stage, this bundle includes:
A 30 minute discovery call where you share with us about your business, current challenges, successes, processes, questions, areas where you need support, etc.
Based on our conversation, we create personalized spreadsheets for tracking monthly income, expenses, and saving for taxes.
Resources for answering tax questions. (We do not provide individual tax advice).
Tips for best business practices, business entity information, and step-by-step instructions for forming an LLC.
A screen recording detailing the deliverables.
Premium Add-On $50
One additional spreadsheet created for whatever you need!
30 days of extended support for follow-up questions and spreadsheet revisions.
Monthly Bookkeeping
Starts at $250
Our most popular service!
Monthly bookkeeping services include:
Recording and Categorizing Transactions
Booking Journal Entries
Reconciling Accounts
Producing Financial Statements
Balance Sheet
Income Statement (Profit and Loss)
Accounts Receivable
Accounts Payable
Special Requests
Contact for Pricing
Invoicing
Bill Pay
Fixed Asset Depreciation
QuickBooks Online troubleshooting (does not have to be paired with monthly bookkeeping service)
Excel Help - we can optimize the spreadsheets you utilize for areas of your business outside of QuickBooks Online.