Based on our discovery call, we focus on your pain points and offer customized solutions.
We offer you 3 levels of service-you decide which plan to start and then upgrade & downgrade as needed.

 

Back Office Support

Focus on

compliance

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Guided 
Support

Focus

on planning

Business Plan

Strategic
Support

Focus on

decision making

Back Office

Back Office Support

Monthly Bookkeeping

  • Review/classify and reconcile bank transactions.

  • Run bi-monthly payroll and post journal into QuickBooks.

  • Accounts receivables- invoicing.

  • Post sales/payments.

  • Bill payments/digital payments if applicable.

  • Collect forms 1099's from contractors.

  • Prepare and submit year end 1099. report.

  • Unlimited email support.

  • Review profit & loss with a focus on profitability.

  • Financial reports for tax preparation.

 
Confident Businesswoman

Guided Support

Bookkeeping + DYI Projections

  • Review/classify and reconcile bank transactions

  • Run bi-monthly payroll and post journal into QuickBooks

  • Accounts receivables- invoicing

  • Post sales/payments

  • Bill payments/digital payments if applicable

  • Collect forms 1099's from contractors

  • Prepare and submit year end 1099 report

  • Unlimited email support

  • 1 hour quarterly or monthly review

  • Review profit & loss with a focus on profitability

  • Financial reports for tax preparation

  • Project cashflow monthly/quarterly/ annually

 
Business Plan

Strategic Support

Bookkeeping + Advisory

  • Review/classify and reconcile bank transactions

  • Run bi-monthly payroll and post journal into quickbooks

  • Accounts receivables- invoicing

  • Post sales/payments

  • Bill payments/digital payments if applicable

  • Collect forms 1099's from contractors

  • Prepare and submit year end 1099 report

  • Unlimited email support

  • 1 hour quarterly or monthly review

  • Budgets & projection tracking vs actual

  • Job costing analysis - improve profitability by revenue stream 

  • Review and reconcile balance sheet balances

  • Year round advising and planning

  • Review profit & loss with a focus on profitability

  • Financial reports for tax preparation

  • Project cashflow monthly/quarterly/ annually

  • Cashflow analysis- looking for patterns and ways to improve them 

  • Creating and testing out "what if scenarios"

  • Custom reports per business