YOUR MONEY ORGANIZED THE RIGHT WAY

What I Provide

  • Migrate current records to quickbooks online if you do not have quickbooks online already

    • Establish a chart of accounts

    • Maintain historical records by filing documents

    • Maintain records of financial transactions

    • Maintain subsidiary accounts by verifying, allocating, and posting transactions

    • Balance subsidiary accounts by reconciling entries

    • Profit and Loss Statement

    • Balance Sheet

    • Cash Flow Statement

    • Accounts Receivable and Payable Aging Summary

    • Sales by Product/Service Summary

    • Sales by Customer Summary

    • Inventory Valuation Summary

    • Plus More

    • Setup a payroll system through quickbooks or connect current payroll system to quickbooks

    • Generate invoices

    • Pay invoices

    • Automate fixed payments

    • Fill out and file all necessary paperwork and documents for quarterly taxes.

    • Pay quarterly taxes

  • Give you the proper knowledge on how quickbooks works if you want to take on certain tasks yourself

    • Properly communicate to you your businesses needs

    • Make sure you have a full understanding of your financial statements

Consultation & Pricing

  • Before any pricing is given, I will conduct a consultation call. During this call I will get to know you and your business better to figure out what your needs are

    • Once the consultation is done, you will receive a proposal later that day, and follow up call the next day for review of the proposal

  • Clients will be billed a fixed rate every month

  • Rates will vary depending on the clients needs