BOOKKEEPING
Understanding the past.
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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 paymentsMonthly: Reconciling all accounts
Monthly: Profit & Loss + Balance Sheet + AP/AR financial statementsMonthly 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
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3.0 Custom Books
Fee varies — based on package content
A customized package tailored to the needs of your business. Let’s talk!