From here on out, every dollar that moves through your business will be tracked, categorized, and accounted for. Sounds excessive, I know, BUT there’s a reason.
With clean, organized books, you won’t just be better prepared at tax time—you’ll also be able to make more informed business decisions and clearly track your business's growth (which is the best part).
No more guessing. No more mess. And most importantly… no more stress.
Each month, I'll send you a quick email update with easy-to-read financial reports, so you can easily see where your business stands.
Includes:
Income & expense tracking and categorization
Complete maintenance of your QuickBooks Online Account
Monthly bank & credit card reconciliations
Easy-to-read monthly financial statements
Sales tax tracking (if applicable)
Quarterly tax payment tracking (if applicable)
CPA-ready books at tax time
Unlimited email support
Optional Add-Ons:
Customized reporting
Quarterly performance summaries with KPI metrics (organized summaries of your numbers)
Monthly Loom walkthrough (review of your reports)
Priority support
**Services are tailored to your business, with pricing based on accounts, transaction volume, and overall complexity.
From here on out, every dollar that moves through your business will be tracked, categorized, and accounted for. Sounds excessive, I know, BUT there’s a reason.
With clean, organized books, you won’t just be better prepared at tax time—you’ll also be able to make more informed business decisions and clearly track your business's growth (which is the best part).
No more guessing. No more mess. And most importantly… no more stress.
Each month, I'll send you a quick email update with easy-to-read financial reports, so you can easily see where your business stands.
Includes:
Income & expense tracking and categorization
Complete maintenance of your QuickBooks Online Account
Monthly bank & credit card reconciliations
Easy-to-read monthly financial statements
Sales tax tracking (if applicable)
Quarterly tax payment tracking (if applicable)
CPA-ready books at tax time
Unlimited email support
Optional Add-Ons:
Customized reporting
Quarterly performance summaries with KPI metrics (organized summaries of your numbers)
Monthly Loom walkthrough (review of your reports)
Priority support
**Services are tailored to your business, with pricing based on accounts, transaction volume, and overall complexity.