Bookkeeper Elite

This is my ultimate package and best for growing businesses that in general have higher revenue, usually have multiple employees, and are interested in really understanding how to make the most out of their revenue. If you’re at the point that you might need a CFO, then this is the package for you.  Along with the services provided in the other packages (see below), you’ll get these concierge services

  • We will have an initial meeting to talk about your vision and goals for your business and create key performance indicators (KPIs) that can be measured based on those goals. Then we’ll meet on a semi-annual basis to ensure you’re staying on track to meet your goals.
  • I will monitor and forecast your cash flow. This means that I will make sure you have enough actual cash to meet your obligations and have capital to grow your business.
  • I will help you understand your current expenses and make sure you are getting the best bang for your buck – and show you how you compare to others in your industry.
  •  I will be doing multiple types of analysis to make sure you’re headed exactly in the direction you want to be headed when it comes to costs, revenue, and profit. These include financial statement analysis, cost analysis, constraint analysis, direct cost analysis, and more!

All this and much more is part of the Focused Profit Blueprint – which is available only to savvy business owners in the Bookkeeper Elite package. I’d love to talk to you more about our Focused Profit Blueprint. If you’re interested in truly understanding how your business finances fit in with your goals, please contact me today!

Bookkeeper Pro

Not quite as robust as the Bookkeeper Elite package, the Bookkeeper Pro offering is a great choice for businesses that need more support with financial operations and periodic planning than is provided for in the Basic package. In addition to the Bookkeeper Basic services, you’ll enjoy the following offerings.

  •  I will manage your invoices – making sure that invoices are sent out in a timely manner and keeping track of outstanding invoices that haven’t been paid. You’ll have a much clearer idea of which clients are paying on time and what cash you should still expect to come in.
  • I will manage paying your bills by getting the bills scheduled and ready for your approval for payment, ensuring they get paid on time, every time.
  •  I will make sure your sales tax return gets prepared and filed online if your business is required to file sales tax. 
  • I will prepare and file 1099s for any contractors you pay for providing services to your business. Not sure if you’re required to do this? I’ll help you figure that out, too!
  • I will track your fixed assets and the depreciation associated with them, which will ensure that your balance sheet accurately reflects the assets’ current worth. This is important, especially when it comes to showing a healthy bottom line for lenders.

You will also have access to unlimited phone support during business hours. If this package sounds like the best fit for you, contact me to setup a free consultation.

Bookkeeper Basic

This plan is best if you only need very traditional basic bookkeeping to ensure your books are in order when it comes to tax time. Maybe you just started out and you want to get your books right from the start, or you’re an established small business that doesn’t quite have the revenue to spend on the Bookkeeper Pro package.  Or maybe you don’t know if you need a higher level of services. No worries – you can always start with the Bookkeeper Basic and move up from there!

  •  I will make sure your income and expenses are accounted for and categorized appropriately in the bookkeeping software. This is the day-to-day detail stuff that most business owners don’t want to deal with.
  • I will reconcile your checking and savings accounts to ensure that every transaction is correct according to the documentation you have provided and that everything balances as it should.
  •  I will monitor your credit cards to ensure that there aren’t duplicate or fraudulent charges (based on information you provide me) and I’ll make sure the accounts are reconciled for accuracy.
  • I will make sure that your payroll is posted correctly – categorizing transactions correctly for wages, taxes, and unemployment insurance, based on reports from your payroll provider.
  • I will prepare monthly financial reports and review them with you so that you understand exactly what each report means and you have a clear picture of your business’s finances.
  • I will prepare year end reports for taxes. Whether you’re working with me or another tax preparer, these reports will contain what is needed to get those taxes filed on time. No more scrambling to get everything together!

You will also have access to unlimited email support – and I guarantee a response within 2 business days. Your email will not get lost in a black hole.  If Bookkeeper Basic might be the place you want to start, contact me for a free consultation.

What about pricing?

I don’t post pricing on my website, as I price based on a number of factors.  I do not charge hourly. Hourly charges are not an incentive for me to work efficiently (which I love to do), or for you to ask questions because you’re afraid of being charged.

Pricing for each business is unique, as I want to provide the best value to meet you where you are and get you where you want to be.  Please schedule a free consultation with me so that I can provide the most accurate quote for you and the services you require.