Services
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My primary recurring service for growing businesses.
What's included:
Categorized transactions
Reconciled accounts
Monthly financial reports with video analysis/review
Custom KPI and profit tracking
On Demand support
Year end digital report package (for your tax preparer)
Year end adjusting entries and assisting with closing
Pricing: starting at $450/month
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A standalone deep-dive for businesses that need immediate clarity on spending and profitability.
What's included:
Analysis of current expenses and revenue streams
1 hour consultation
Personalized budget and forecasting model
Pricing: starting at $650
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Exclusive Add-On for Monthly Bookkeeping Clients
What's included:
Prior year budget analysis
Analysis of current expenses and revenue streams
Creation of customized budget and forecast models
Monthly budget review
Year end budget analysis
Pricing: starting at $150/month
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For businesses that are behind on their numbers and need to get back on track fast.
What's included:
Categorize and reconcile current year accounts
Review of chart of accounts, bank connections, etc.
Prior year end adjusting entries based on last tax return
Updated financial statements and analysis
Pricing: custom based on need