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bookkeeping for service providers

Let's get financially organized!

DO YOU...

...feel lost because your bookkeeping is unorganized and you do not know your numbers?

...no longer want to handle your bookkeeping yourself and rather pass to a team of experts?

...have up-to-date financials but have no idea what your numbers mean to make business decisions?

KNOW

YOUR NUMBERS

With organized and reliable financial information

UNDERSTAND

YOUR NUMBERS

To get clarity on what your numbers mean and your financial position

USE

YOUR NUMBERS

To make informed decisions to grow your business profitably and sustainably

I'm approaching my money management with the eyes of a CEO for the first time

andi - content creator

Services

get control of your numbers in 3-steps

our services that support your business

1. CATCH UP your system

This is for you....

if you're needing your QuickBooks Online up-to-date and financials back on track

Billed Hourly - Fully categorize all transactions​ - Reconcile business accounts to current - Structure chart of accounts best for your business - Tax ready financials - 1x kick off meeting to get access to systems and ensure we have all the information we need to reconcile - Upon completion receive a recorded walk-through so you know what your numbers mean

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2. monhtly BOOKKEEPING

This is for you....

if you're ready to get back time and peace of mind, with reliable and accurate financial information

Starting at $400 per month - Categorizing transactions - Reconciling bank and credit card accounts - Payroll reconciliations - Monthly financial report - Tax ready financials - Access to team for any questions - Communication via text and email

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3. FINANCIAL COACHING

This is for you....

if you're ready for financial planning, budgeting, and managing your cash to make strategic decisions

Starting at $675 per month - Financial planning session to build custom forecast - Monthly recordings reviewing financial performance and manage budget updates - Update forecast each month with actual performance numbers - Comparative forecast vs actual analysis - Monthly reports to easily know your numbers - Access to team for questions to better understand and for insights when decision making. - Communication via email, Voxer, and text - Option for monthly calls (additional cost) - Complimentary QuickBooks review

Not sure what you need?

I'll never go back to trying to do it all on my own.

jenn - wine sommelier

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WHO WE ARE

YOUR BOOKKEEPING BEST FRIENDS

We will take over your accounting to make sure everything is categorized, reconciled, and ready for review and taxes.

YOUR BIGGEST FANS

We know that running a business is a journey, and your financials will go through the highs and lows with it.  We're here to support you as your business evolves.

YOUR PEACE OF MIND

As a team of experienced accountants with corporate backgrounds we are able to handle your accounting with accuracy and compliance in mind.

The insight I receive is invaluable and is something you can't get from an accounting software​​

becca - social media agency

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