Basic Bookkeeping Package
- Transaction Management/Data Entry
- Monthly Bank Reconciliations
- Monthly Reports – Generated and Reviewed with business owner
- Annual services including year end close, tax prep and 1099 filing
- Monthly video conference meeting
Add Ons (package pricing depends on monthly time commitment)
- Payroll Services
- Accounts Payable
- Accounts Receivable
- Consulting/Budgeting
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Project Services
Full or Partial Year Catchup
Did you make it to the last part of the year and realized that you have not been keeping track of your business’ financial data? Does this seem to happen every year and you are tired of it? I can help! I offer data catch up projects. Project fees are based on transaction volume, complexity and estimated time commitment. Contact me today to see how I can help!
Setup & Training Package
Do you want to manage your business bookkeeping on your own and you don’t know where to start? I got you! I offer a package to help business owners set up a QuickBooks Online account and get it customized to their needs. Then we meet a couple times to make sure you know how to use the tool day to day without stress!
1099 Filing
I can help with annual 1099 filing. For anyone who is not a regular client, I offer affordable one time fees to help you get your forms filed and sent out. I use a secure online tool that sends forms electronically to IRS, State and recipient. Contact me in December and January for support in getting those done before 1/31!
*Project pricing varies based on your unique needs, please contact us to set up a consultation for your personalized quote.
Meticulously Balanced 