Who is this for:

• Business owners who need help handing the monthly transactions
• Business has a consistent clientele.
• Business is growing or expanding
• The owner understands the value of having a bookkeeper organize their finances on a monthly basis.

What’s included:

• Monthly bank reconciliation
• Monthly budgeting
• Monthly financial statements
• 24/7 email support
• Quarterly meetings
• Quarterly tax filing (if applicable)
• Annual tax return filing

This monthly service is ONLY for bookkeeping. There are no accounting or tax strategy services provided with this package. Prices vary depending on the volume of your business.

Who is this for:

• Businesses with revenue of at least $75,000 per year
• Business has consistent clientele
• Business is growing or expanding
• Owner understands the value of having an accountant handle their finances on a monthly basis
• Businesses who’s ready to build a team so the CEO can focus on growing the business

What’s included:

• 4 accounts managed, this included business bank accounts, credit cards, PayPal, etc.
• Up to 500 transactions per month
• Monthly financial statements
• Budgeting and forecasting
• Tax strategy and tax planning
• Email support
• 1 monthly meeting
• Sales tax filing
• Quarterly tax filing (if applicable)
• Annual tax return filing
• Monthly coaching call
• Business Funding Assistance