Services / Packages / Specialties
Services
Packages
1
Onboarding Services
We will discuss everything about your business & it's current setup.
Does it make sense? Do you need to incorporate? What systems are you using? Do you need to upgrade?
This is where we discuss your specific business requirements & personalize financial goals
If we are a good fit, I'll set out to organize & straighten out your books.
$500 - $2,000 Onboarding & Cleanup
2
Bookkeeping Services
Once the books are in order, I'll set you up on a monthly plan.
The books will be closed on a monthly basis and financial reports will be delivered.
There will be a monthly meeting to review the month's progress & address any concerns.
Every quarter we will discuss your business goals.
$300 - $1,000 / Month
3
Policies & Procedures Package
We'll discuss pain points, goals & action items.
Observe, interview, recommend, document.
That is the strategy I use to streamline procedures & create policies, documents and schedules.
You will receive a physical binder and an electric copy.
$1,000 - $2,000 / Package + $70/hour (beyond the scope)
4
Training & Implementation Package
This is a continuation of the Policies & Procedures Package.
After a plan is put into place, I will come in and train your staff.
$1,000 - $2,000 / Package + $70/hour (beyond the scope)
5
DYI Standardized Package
In the financial world you'll end up needing documents, forms, schedules and policies. This package is ideal for:
- Startups businesses
- DYI bookkeeping
- Inhouse bookkeepers who needs a little help
- Anyone who wants to fill in the gaps
The general standardized available packages are:
- Basic Business Startup - $300
Steps in setting up your business that will save you $
Accounting software recommendations
Referrals for good programs and professionals
Recommended books and a little marketing advice
- Accounts Receivable - $300
Checklists, Onboarding & Invoice Forms, 1099 form,
A/R collection policies and letters, A/R aging report Cheat Sheet
- Accounts Payable - $300
Checklists, Onboarding form, A/P policies, 1099 management,
Employee Reimbursement Form
A/P aging report Cheat Sheet
- Balance Sheet Schedules - $300
Fixed Assets Schedule
Prepaid Expenses Schedule
Amortization Schedule
- Accounting 101 - $300
Cheat Sheets: A/R & A/P, Month End Closing, Financial Statements,
Checks & Balances
$1,000 / Full Package
6
Consultation
Running a company is hard work, especially if you are doing it alone.
I'm here to be a partner and help where I can.
No Charge*:
Inquiring about my services
Established client
*Within reason & up to my discretion
Consultation Fees:
DIY Package customers
A business owner seeking specific business advice
$70 / Hour - Consultation
7
Business Branding Package
Image is not everything but it's important if you want your business to standout. I have partnered with an award winning graphics designer who can help you design a logo or use an existing logo.
(She designed my logo and this website).
Logo Design:
- Initial consultation
- Review of options
- Final Review
$500 / Logo Design
Existing Logo:
- Linkedin Banner
- Letter Head
- Invoice
- Business Card
- 1 consultation & 2 reviews included
- Receive the following: Digital & PDF files
$1,000 / Existing Logo