MONTHLY BOOKKEEPING PACKAGES
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I offer flat rate upfront pricing - no surprise billing or negotiated timelines.
SOLUTIONS I OFFER:
RAPID CONNECT
- Virtual Meeting to Determine Business Needs
- Flat Rate Pricing to Support Cash Flow
- Special Value Rates for Annual Support
- Other Supports Available (Clean-Up, Tax Prep, Payroll)
QUICKBOOKS ONLINE CLEAN-UP
- Catch up Dated Financials
- Provide Current Financial Reporting
- Multi-Period Special Value Rates
- Other Supports Available (Tax Prep, Payroll)
TAX PREPARATION SUPPORT
- General Ledger Review
- Adjusting Year End Entries
- Support CPA Documentation
- 1099 Review Available
MONEY MANAGEMENT
- Bill Pay Support for Individuals
- A/P, A/R Support for Small Businesses
- Financial Reporting and Cash Flow Monitoring
BUDGETING
- Revenue & Cost Analysis
- Cash Flow Projections
- Financial Reporting
FINANCIAL COACHING
- Specializing in Culture Based Financial Coaching
- Private Virtual Sessions
- Credit Restoration Coaching & Support
HOW I SERVE MY CLIENTS
HOW I SERVE MY CLIENTS
As an experienced finance professional, I've lead teams for over 20 years in accounting and financial services, and now serve small businesses and digital agencies by managing their bookkeeping and accounting needs with personalized service.
I am a certified credit consultant, an accounting reconciliation expert, and have managed $300 million dollar annual budgets in my career. I have an Advanced Certification in Quickbooks Online and specialize in startups, digital agencies, e-commerce businesses, and non-profits.
You deserve to focus on your passion, not paperwork. Schedule a call with me today. I'd love to help!
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