Can you answer yes to any of the following questions?

Do you spend hours every week trying to make sure the books are alright?

Do you dread that pile of receipts?

Do you wish you had more time for family? For growth in your practice?

With me working behind the scenes of your company, you will get someone that genuinely cares about your business. About your success.

I understand that each business has unique bookkeeping needs. Construction Companies and General Contractors especially. Due to this fact, I provide different tiers of services with a variety of add-on services.

During our initial consultation and evaluation, we will build a package that is tailored to your business’s individualized needs. You don’t need to pay for something that you are not going to use.

Base Services

  • Subscription to Quickbooks Online included
  • Ongoing recording of transactions during the month
  • Preparation and review of financial statements
  • Fraudulent activity monitoring
  • Closing of books at month-end
  • Video conference or phone call Monthly or Quarterly
  • Communication with a tax advisor

Add-on services

  • Bookkeeping catch up
  • Bookkeeping clean up
  • Bill Pay
  • Accounts Receivable Management (invoicing or follow up)
  • Full-Service Payroll
  • Inventory management and troubleshooting
  • Asset management (for Accurate Depreciation)
  • Assistance with setting up and maintaining internal controls
  • Job Costing and Class Tracking
  • Workman’s comp Compliant
  • Calculating Cost rates
  • QuickBooks Online Training
  • Receipt Management (Hubdoc subscription or QBO receipts)

Financial Coaching Services

  • Financial Coaching
  • Tax Planning
  • Cash Flow Management
  • Debt Reduction and Restructuring
  • Budgeting and Projections

How’s it done

I use cloud-based accounting software, the latest and greatest. With it, I can organize and store your financial documents and information so you can access it anytime, anywhere.

During the month, I will record and reconcile transactions that are pulled directly into the accounting software via bank feeds and credit card feeds. If you buy something, simply use the mobile app associated with your accounting software of choice to snap a photo, upload it, and then RELAX! I got this!

Each month, you will receive three financial statements that we can discuss and analyze during our monthly meeting. Have other questions throughout the month?

I provide Unlimited Email support.

(To learn more about the security for Quickbooks Online go here: QBO)

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