Services & Pricing
No jargon, no judgement.
Whether you need help getting started or want to toss the accounting duties to me, I'll draw the roadmap to accounting relief and make sure you stay the course.
Start-Up Package
Perfect for businesses that need help getting started and learning the ropes of doing your own books.
Total Accounting System Set-Up
Establish chart of accounts, bank feeds, billing & invoicing processes, custom settings, customer & vendor rosters, staff access, etc.
Customized Reporting
Weekly/Monthly Accounting Checklist
Accounting 101 Guide
How-To Quick Guides
Three 1:1 Meetings (Assessment, Training, & Follow-Up)
Starts at $500 + software subscription
Partnership Package
Free up your schedule by bringing on an accountant to set up your system, manage your books, and equip you to focus on elevating your business.
Base package:
Includes initial Start-Up Package
Expense Categorization
Transaction & Bank Account Reconciliations
Monthly Financial Statements & Reporting
Quarterly Review Call (30-60min)
Unlimited E-mail Communication
Add-ons:
Accounts Receivable/Invoicing
Accounts Payable/Billing
Payroll Management
Monthly Review Call (30min)
Ad-Hoc Support
Starts at $250/month + software subscription
Pricing is determined by business size, complexity, and software.