S E R V I C E S

DOES THIS
SOUND FAMILIAR?
Your bookkeeping is on the back burner and feels messy
Questioning if your books are right even after doing the work
Ready to get back to what you do best in your business
Guessing how much you can pay yourself
Not sure where your profits really stand
Tax season is always a headache and stressful
ARE YOU
READY FOR...
Peace of mind knowing your books are accurate and up-to-date
Confidence and ease when making business deecisions
More time to spend on the money-making parts of your business
Knowing how much you can afford to pay yourself
Financial clarity and insight as to what you are actually profitting
Feel prepared and ready for tax season

Let's make it happen!
READY TO START GROWING & THRIVING?

Services offered:
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Monthly BookkeepingINCLUDES: Accurate transaction categorization Bank & credit card reconciliations Adjustments & additions to capture all deductible business expenses Comprehensive and custom branded financial report package with key insights & key financial reports Cheat sheet for understanding your financials Report review calls Unlimited email support QuickBooks Online subscription QuickBooks App to track mileage Collaborative coordination with CPA INVESTMENT: Starting at $300/month
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Catch-up and/or Clean-upINCLUDES: Clean-up of any duplicates or errors on existing books dating back to last filed tax return Catch-up to bring books to current from last filed tax return Reconciliation of accounts to ensure accuracy If no books have been established, this will also include a QBO account setup. This service is typically required before any monthly bookkeeping services can be performed for new clients. INVESTMENT: Varies based on scope. The investment per clean-up/catch-up month is calculated as a percentage of an estimated monthly rate. Book a free call to talk through details and receive a quote.
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Diagnostic ReviewINCLUDES: A full review and a written report on the current status of your bookkeeping Recommendations for accuracy and identification of existing errors to make sure your books are ready for taxes & accurate for making important financial decisions INVESTMENT: One time fee of $200
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Why choose me?
EXPERIENCE
With 8+ years of accounting and tax experience, I ensure accuracy and provide knowledgeable insights to help you understand your financials.
EXCELLENCE
I strive for excellence in every area – in the quality of my work, the verification of accurate reports, and client communication that makes you feel cared for and valued.
PERSONALIZED SUPPORT
It is important to me that my clients understand their reports and numbers. If you have any questions whatsoever, I am quick to reply and come alongside you to make sure you understand your reports so you can actually use them to make business decisions.
EASE & ACCESS
I endeavor to make things as easy and accessible for you as possible. I provide organized, easy-access data and supporting detail all in one secure client portal.

What My Clients Are Saying
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Monthly BookkeepingINCLUDES: Accurate transaction categorization Bank & credit card reconciliations Adjustments & additions to capture all deductible business expenses Comprehensive and custom branded financial report package with key insights & key financial reports Cheat sheet for understanding your financials Report review calls Unlimited email support QuickBooks Online subscription QuickBooks App to track mileage Collaborative coordination with CPA INVESTMENT: Starting at $300/month
-
Catch-up and/or Clean-upINCLUDES: Clean-up of any duplicates or errors on existing books dating back to last filed tax return Catch-up to bring books to current from last filed tax return Reconciliation of accounts to ensure accuracy If no books have been established, this will also include a QBO account setup. This service is typically required before any monthly bookkeeping services can be performed for new clients. INVESTMENT: Varies based on scope. The investment per clean-up/catch-up month is calculated as a percentage of an estimated monthly rate. Book a free call to talk through details and receive a quote.
-
Diagnostic ReviewINCLUDES: A full review and a written report on the current status of your bookkeeping Recommendations for accuracy and identification of existing errors to make sure your books are ready for taxes & accurate for making important financial decisions INVESTMENT: One time fee of $200
FAQ
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FREQUENTLY ASKED QUESTIONS
