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SERVICES

Don't pay for services you don't need.

Your business is unique and so are your bookkeeping demands.

I create custom packages for my clients; specifically tailored to your individual business. 

Making Notes

BASIC SERVICES

-Subscription to online accounting software (Xero or Quickbooks)
-Record, reconcile, and categorize financial transactions
-Preparation of financial statements
-Monthly consultation to review financial statements
-Customization of chart of accounts
-Receipt management via cloud-based software and storage
-Communication with your tax professional
-Unlimited e-mail support

Data on a Touch Pad

ADD-ON SERVICES

-Custom financial reports
-Historical clean-up
-Benchmarking
-Software migration

I do not charge by the hour. All services are provided on a monthly basis with no contract. Financial expectations are always known in advance and are reevaluated when necessary, based on your changing needs.

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