Diagnostic Review

A review of your current books for completeness and accuracy. This includes an overview of your reconciliations, balance sheet, and profit & loss statement.

SERVICES

Clean-up

Based on the diagnostic review, the goal is to catch up, fix your books, and reconcile them, so we can proceed with complete, accurate, and tax ready books.

Bookkeeping

A comprehensive list of services an in-house bookkeeper would typically provide.

• Bank Reconciliations

• Journal Entries

• Recording Transactions

• Categorizing Expenses

• Accounts Receivable

• Accounts Payable

Reporting & Analysis

Financial reporting & analysis, typically provided on a monthly, quarterly, or as needed, so you can make strategic decisions for your company.

• Balance Sheet

• Profit & Loss Statement

• Accounts Receivable Aging

• Accounts Payable Aging

• Cash Flow Statement

• Custom Schedules / Reporting

Discovery Call

- 60 mins -

During this conversation, I'll learn more about your business and how we can help support you, and see if we're a good fit for each other.

New Clients

Current Clients

Check-in

- 60 mins -

Included in your recurring rate, these check-ins are time for us to chat about any questions, business updates, etc.

CLIENT APPOINTMENTS