BOOKKEEPING

Understanding the past.

  • 1.0 Basic Books

    Starts at $300/month

    Weekly: Categorizing all transactions for your P&L and Schedule C
    Monthly: Reconciling all accounts
    Monthly: Profit & Loss statement

  • 2.0 Books with a Boost

    Starts at $750/month

    Weekly: Categorizing all transactions for your P&L and Schedule C
    Weekly: Full service Accounts Payable/Accounts Receivable management — creating your bills and invoices and tracking payments

    Monthly: Reconciling all accounts
    Monthly: Profit & Loss + Balance Sheet + AP/AR financial statements

    Monthly Education: One-hour financial education meeting where I walk you through your P&L, cash flow statement, and balance sheet so you understand what your numbers are telling you about your business

  • 3.0 Custom Books

    Fee varies — based on package content

    A customized package tailored to the needs of your business. Let’s talk!