Business Solutions

for small businesses who are ready to scale!

 Are you ready to ditch the receipt nightmares & endless hours spent on your books and administrative tasks?!

You’re in the right place!

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  • Does this sound like you?

    ✔️ You are overwhelmed and stressed out with managing your own books.

    ✔️ You are not as productive as you’d like because of never-ending to-do lists and time-consuming tasks that take you away from your clients.

    ✔️ You are unsure of your numbers and business profitability.

    ✔️ You are lacking a work/life balance.

  • How you'll feel after working with me:

    ★ You will have peace of mind knowing your books are accurate and up to date.

    ★ Your work will become more enjoyable with more time for business growth activities.

    ★ You will be empowered in your decision making by up-to-date, easily accessible financial data and reporting.

    ★ You will have more flexibility, more room to do the things you love, and enjoy the reasons you chose to become a small business owner in the first place.

Packages

Packages start at $ 350.00/per month and are fully customizable to your business’s needs.  A formal quote will be provided after our initial consultation.

Solopreneur

includes:

  • Categorization of day-to-day income and expense transactions.

  • Monthly reconciliation of bank account and credit card.

  • Monthly reporting (Balance Sheet, P/L, and Statement of Cash Flows) emailed to you.

  • Unlimited email support.

Small Business

includes:

  • Categorization of day-to-day income and expense transactions.

  • Monthly reconciliation of bank account and credit card.

  • Monthly reporting (Balance Sheet, P/L, and Statement of Cash Flows) emailed to you.

  • Unlimited email support.

  • Accounts Payable and associated reports as requested.

Small Business

★ Added Value ★

includes:

  • Categorization of day-to-day income and expense transactions.

  • Monthly reconciliation of bank account and credit card.

  • Monthly reporting (Balance Sheet, P/L, and Statement of Cash Flows) emailed to you.

  • Unlimited email support.

  • Accounts Payable and associated reports as requested.

  • Accounts Receivable and associated reports as requested.

 
 

Add-on Services

includes:

  • Additional bank accounts/credit cards.

  • Job costing/profitability/custom reports.

  • QuickBooks set-up.

  • Clean up:  monthly charge fee (up to 50% discount if becoming a monthly client).

  • Admin tasks.

 

 Human Resources Package

includes:

  • Payroll processing.

  • Employee benefits package administration.

  • Recruitment support and services.

 FAQ

+ What’s in it for me?

Cost and time savings + flexibility. Your monthly package will be customized to fit your business's needs and can be adjusted monthly as needed. You know the flat fee every month. There are no employee expenses such as benefits, vacation and sick pay, no employment taxes, no office space + supplies costs. Win, win, win and win.

+ Who can benefit from bookkeeping services?

Any business owner who wants organized, up to date, accurate financial data at their fingertips to to assist them in their decision making process.

+ Difference between bookkeeping and accounting services?

Bookkeeping services keep your business organized by providing management of your day-to-day financial transactions.

Accountants will use the compiled data to provide financial analysis and tax filing for your business.

+ Do you prepare taxes?

No. At this time I do not offer tax preparation services.

+ Do you offer payroll services?

Yes! I’m a certified Quickbooks Online Payroll ProAdvisor.

In addition, I offer the option to serve as a liaison for businesses that use 3rd party service providers for payroll (Paychex or ADP).