Ongoing Bookkeeping
Your Path to Peace of Mind Through Organized Books
Thank you for considering my services to support your business. I understand the peace of mind that comes from knowing your books are accurate and up to date—it’s the foundation for making informed decisions and staying focused on what you do best.
I’m here to help you achieve that sense of calm and confidence, offering a few tailored options to meet your bookkeeping needs. Whether you’re just starting out or managing a growing business, I have a package designed to keep your financials in order so you can focus on your success.
Ongoing Bookkeeping Packages:
Solo Success Package
You’re a service-based type of business owner, working on your own and in the first few years of your business. This package is designed for entrepreneurs like you who need to keep things simple and organized as you build your business. It’s the ideal way to ensure your books are up-to-date, so you can focus on achieving success however you define it.
Starting Price: $425/month
Transaction Management
I’ll code up to 50 transactions monthly across 3 bank and/or credit card accounts.
Quarterly Check-ins
We’ll have quarterly strategy sessions to review your progress and plan for the future.
Tax Pro Collaboration
I’ll work directly with your tax preparer as needed to ensure your books are tax-ready, saving you time and stress during tax season.
Monthly and Year-End Reports
You’ll receive clear, concise monthly reports and detailed year-end reporting.
Responsive Support
You’ll have peace of mind with responsive support during business hours, so your questions never go unanswered.
Adjustments & Corrections
I’ll make any necessary adjustments (AKA journal entries) to your financial records to ensure everything is accurate and reflects the true state of your business.
Growth Package
Your business is growing, and with that growth comes increased complexity. This package is perfect for service-based businesses that have been established for a few years, have payroll, are expanding, and need comprehensive financial management. It’s designed to bring peace of mind as you navigate the challenges of a growing business.
Starting Price: $625/month
Transaction Management
I’ll manage up to 100 transactions monthly across 5 bank, credit card, and/or loan accounts.
Quarterly Strategy Sessions
We’ll discuss your financial performance and growth strategy during quarterly check-ins.
Tax Pro Coordination
I’ll collaborate with your tax professional to make sure your financial records are ready for a smooth tax filing process.
Monthly and Year-End Reports
You’ll receive detailed monthly reports and thorough year-end reporting to keep your finances on track.
Responsive Support
Enjoy the peace of having timely responses to your questions during business hours.
Adjustments & Payroll Recording
I’ll make any necessary adjustments (AKA journal entries) to keep your records accurate, and I’ll record payroll transactions to reflect gross wages and ensure your books are in line with your payroll reports—without processing the payroll itself.
Additional Services
For those looking for more, I offer additional services such as management of extra accounts, 1099 filing, additional meeting time, and QuickBooks Online training. These can be customized to fit your needs and discussed further during our initial consultation.
QuickBooks
Launch & Learn
If you’re ready to take control of your business finances with QuickBooks Online (QBO) but need help setting everything up and learning the ropes, this package is for you. Whether you’re a new business owner or just switching to QBO, this package ensures you’re ready to succeed. It’s the perfect way to bring peace to your bookkeeping process, knowing you’re starting off on the right foot.
Price: $525
QuickBooks Online Subscription Discount
Enjoy a 30% discount on a new QBO subscription for the first year.
Bank and Credit Card Integration
I’ll help you securely link your bank and credit card accounts to QBO for seamless transaction tracking.
60-Minute Zoom Training
Once everything is set up, we’ll have a 60-minute Zoom session where I’ll walk you through the basics of QBO. This session is recorded for your reference, and I’ll provide notes, homework, and additional resources to support your learning.
Customized Chart of Accounts
I’ll create a Chart of Accounts tailored to your business, so you can track your finances with ease.
Service, Customer & Vendor Setup
I’ll set up your initial services, customers, and vendors in QBO, so your records are complete from day one.
How to Get Started?
Step 1
Schedule a free 30 minute call that works with your schedule. During this meeting, I’ll ask you questions about your business and your QuickBooks Online needs and answer any questions you have about working with me.
Step 2
If we feel like we’re a great fit to work together, you can add me as an Accountant user to your QuickBooks Online file and I will do a free, multi-step review of your books to diagnose what issues (if any) are present. I will send you a no-obligation quote proposing services based on our initial meeting and my review.
Step 3
If you decide to move forward with me, I’ll send you a service agreement and then we'll get to work getting into the flow of regular, ongoing bookkeeping.
Step 4
Breathe a sigh of relief as you finally experience the peace of mind that comes from having organized and up-to-date books.
What Clients Are Saying...
Ongoing Bookkeeping Can Be Combined With...
Bookkeeping Catch Up/Clean Up
I get you caught up and cleaned up in QuickBooks Online so you can move forward with peace of mind and up to date books.
DIY Bookkeeping Support & QuickBooks Online Training
Learn how to keep your own books using QuickBooks Online during our virtual sessions. All sessions are recorded and homework is suggested.
Frequently Asked Questions
Outsourcing your bookkeeping tasks allows you to focus on running your business while ensuring accurate and up-to-date financial records. It also helps in avoiding potential errors and penalties that can arise from improper bookkeeping.
While I specialize in bookkeeping using QuickBooks Online, I do not offer tax preparation services. However, I can certainly provide referrals to qualified tax professionals who can assist you with your tax needs. I believe in collaborating with experts in various fields to ensure you receive comprehensive financial support.
I cater to businesses of all sizes and across various industries. I have experience working with startups, small businesses, freelancers, and larger enterprises.
I prioritize the security and confidentiality of your financial data. I utilize secure cloud-based platforms like QuickBooks Online and implement industry-standard encryption methods to safeguard your information.
Absolutely. I understand that every business is unique, so I tailor my services to meet your specific requirements.
Yes, you’ll need a QuickBooks Online subscription to utilize my bookkeeping services effectively. If you don’t have one already, I can assist you in setting it up.
You can securely upload your financial documents to my designated portal. I also accept documents via email or other secure file-sharing methods.
The pricing is based on the scope of services required and the complexity of your business needs. I offer transparent pricing with no hidden fees, and I’ll work with you to find a plan that fits your budget.