PARTNERS
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grow
I WANT TO HELP YOUR BUSINESS
Your life will be easier and your business more profitable when you hire me as your bookkeeper...
HERE'S WHY!
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TIME
You'll not only have more time to focus on your family, but you can devote more time to marketing, sales, and customer relationships, thus increasing your income!
PEACE
You'll have peace of mind knowing that you can contact me with any question, comment, or concern that affects your business or personal situation, and I'll be there to help!
PLAN
You'll be able to plan - whether it's for taxes or other investments in life, you will always know where you stand financially with monthly financial reports!
other benefits
OF HIRING A VIRTUAL BOOKKEEPER
PRIVACY AND
CONFIDENTIALITY
You can rest assured knowing your information is safe and secure! Your privacy and the security of your financial information is of the utmost importance!
LOWER PAYROLL
COSTS
Instead of hiring an employee (which brings on the cost of wages, payroll taxes, and other fringe benefit costs), you'll save money by outsourcing!
STELLAR
SERVICE
When you're organized and ready to go at tax time, you'll get five-star service. Other businesses that are disorganized and procrastinate until the last minute are put on extension!
BOOKKEEPING SERVICES
DIAGNOSTIC REVIEW
If you have a QuickBooks Online account, I will complete a thorough review and provide a detailed report with my findings so you know where you stand, if there are any red flags, and what steps you should take next.
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This review is the first step for all clients before starting an ongoing package.
CATCH-UP & CLEAN-UP
I can quickly get your account caught up and cleaned up. Whether you need last year's financials prepared or just the past few months, I'll get your books up to date so you can move forward knowing the financials of your business. When everything is cleaned up and caught up, you will receive a Profit and Loss Statement and a Balance Sheet for that time period.
ONGOING PACKAGES
I offer weekly, bi-weekly, monthly, and quarterly bookkeeping packages customized to fit your business's needs.
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Add-on services include accrual basis accounting, detailed financials showing class tracking or job profitability, invoicing, bill payment, and payroll. Monthly strategy sessions are also available!
OTHER SERVICES
QBO
SUPPORT
As a ProAdvisor, I offer
clients basic training and a discounted QuickBooks Online subscription.
FINANCIAL
REPORTING
After taking care of your bookkeeping, I can create tailored monthly reports. I can even pay your bills and invoice your clients!
STRATEGY SESSIONS
I offer monthly Zoom meetings where we can work through your issues, plan your financial future and discuss your reports in detail.
PAYROLL
TAX FILING
I've partnered with Gusto payroll to provide you with timely payroll reports and on-time filing every month and quarter.
how it works
1
INTAKE FORM
The intake form is the first step you'll take after expressing your interest in working with us!
This form will help us know what you're looking for and if you and your business are a good fit for us.
If there's anything additional you feel like we need to know, please send a message to:
2
DISCOVERY CALL
After you complete the intake form, we'll review your responses and let you know if we're a good fit!
If we are, you'll get an email from us to book a Discovery Call.
During this call, we'll get to know each other better, we'll learn more about your business and how we can provide you the best services.
3
DIAGNOSTIC REVIEW
After our discovery call, we'll perform a Diagnostic Review on your current bookkeeping if you're already using accounting software.
Then, you'll receive the report, a proposal, and an onboarding checklist with all the documents we need to get started.
Once the proposal is signed and we have what we need, you can sit back & relax!
