WORK WITH US
YOUR NUMBERS MATTER.
Let us help you make sense of them!
We may sound like a broken record, but if you’re taking your business seriously, you need to pay attention to your numbers.
It can be overwhelming at first, and that’s where we come in! To take things off your plate, help you feel comfortable in your finances, and make tax time easy (although, no, we don’t do taxes for you).
We Can Help You With...
MONTHLY BOOKKEEPING
Starting at $525 per month
For the business owner that’s ready to feel empowered in their numbers, without any of the work! All of your bookkeeping. Done for you! On a monthly basis, so you can keep a finger on the pulse of how things are growing. You run your business, we’ll take care of your books.
Includes:
- All income & expenses categorized so you know where your money is coming & going
- Reconciled bank & credit card accounts to ensure accuracy
- Monthly financial summary so you know how your business is doing
- Voxer/email support for the unexpected questions that inevitably come up
CLEAN UP & CATCH-UP
Starting at $1,500 per month
It happens… things fall through the cracks, life gets busy, and bookkeeping starts to slip off your to-do list. Or maybe numbers just aren’t your thing (and it’s starting to show). Get your bookkeeping up-to-date and ready for tax time with our clean up & catch up service!
Includes:
- In-depth diagnostic review to identify current issues/concerns with corrective actions needed
- All income & expenses recorded & categorized in the right place
- Reconciled bank & credit card accounts to ensure accuracy
BUSINESS SETUP
Starting at $500 per month
THE way to get your finances on-track, from the beginning. We’ll take care of all the tedious set-up for you! So you know it’s done right.
Includes:
- Assist with determining the proper Quickbooks Online subscription for your business
- Connect bank accounts, credit cards and other merchant accounts so you have all of your data in one place
- Create a customized chart of accounts to record your data
- Enter beginning balances, if applicable
CFO SERVICES
Starting at $3,000 per month; limited availability
Like having a CFO on your team so you don’t have to worry about a thing! This gives you the freedom to work on your larger vision, while knowing that your business is running smoothly, your books are always up-to-date, and you can strategize with confidence.
Includes:
- Full service monthly bookkeeping
- Accounts receivable & payable management
- Budgeting, cash flow management & forecasting
- Goal setting & financial performance reporting
- Monthly strategy call
“When I met Sheila I had tons of questions about our books in the organization, but she was the most patient person! She explained every concept, helped me to categorize different expenses and incomes, taught me to make journal entries, and provided a thoughtful quarterly report. Everything with a huge smile, she is very knowledgeable in her area. I recommend her 100% PLUS her costs are 100% reasonable and very affordable.”
Rosalinda Roper, El Zócalo Immigrant Resource Center
SOMEBODY HAS TO DO THE BOOKKEEPING.
That somebody doesn't have to be you.
When you work with us, you can get your bookkeeping done without the hassle AND have all of the important information you need to run your business sent to you each month:
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Updates of how your business is doing
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Highlights of information that matter to you
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Insights so you can increase your bottom line
