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 course of 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 I will do the rest.

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.

Base Services:

  • Subscription to bookkeeping software (QuickBooks Online or Xero)
  • Invoicing
  • Ongoing recording of transactions during the month
  • 3-way Reconciling with bank and/or credit card feeds, books and Client ledger accounts
  • Preparation and review of financial statements
  • Fraudulent activity monitoring
  • Closing of books at month-end
  • Video conference or phone call
  • Communication with tax advisor

Add-On Packages:

  • Bookkeeping catch up
  • Bookkeeping clean up
  • Assistance with setting up and maintaining internal controls
  • Bar Association compliance- including document management
  • QuickBooks Online Training
  • Receipt Management

Financial Coaching Services:

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

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