With our signature monthly done for you service, you will have accurate, up to date financials every month. Utilizing QuickBooks Online, we will enter and categorize all business transactions, reconcile your statements, and meet quarterly to review your financial reports together and strategize for future months.
​
Monthly Essentials
Starting at $300 per month
Monthly Advanced
An upgrade to our essentials package, this package combines bookkeeping and advisory for the business owner who wants a deeper understanding of their business finances so they can be proactive in planning for the future with confidence. In addition to everything included in the monthly essentials package, we include a monthly 1:1 meeting, an annual budget and cash flow forecasting.
​
Starting at $450 per month
This service is perfect for you if you want to transition to QuickBooks Online and keep managing your own bookkeeping. With a guided set up, we will help you set up services, connect your bank accounts and import all transactions so they will be ready for you to categorize. We also include two hour long reviews to walk through your new accounting system and workflows together.
QuickBooks Quickstart
One time fee starting at $500
Next Steps
You book your discovery call so we can get to know each other and discuss your bookkeeping needs. If we decide to work together you will receive an engagement letter to sign and we will begin the process of onboarding!
You get a streamlined bookkeeping process designed specifically for you and financial insight into the health of your business through monthly services.
SYSTEMS STRATEGIST
AMBER BARRETT
Hey there, I'm Amber! While formally recognized as a systems and workflow strategist, many know me as "the organizer for organizers" because I help Pro. Organizers streamline, systemize, and automate their businesses. Having been a professional organizer myself, I deeply understand the challenges faced within the industry, and my goal is to help organizers grow and scale their businesses with ease.
Nothing beats the joy of seeing fellow organizers thrive and make their dreams a reality and it is something I truly LOVE supporting them with. Today, I've had the honor of working with more than 100 organizers to translate the inner workings of their businesses into efficient and effective workflows in order to optimize their back-office operations and unlock their full earning potential.
​
ARRANGED BY AMBER
​
Use Code KLS100 to get $100 off your HoneyBook or Dubsado Setup
Our
Story
-
Is my business too small for Monthly Bookkeeping?Definitely not! All businesses, regardless of size, benefit from Monthly Bookkeeping. Knowing your numbers on a consistent basis helps you increase your profit and plan for the future. If your business is brand new, or you have inconsistent income with minimal transactions, we can try and work within your budget by creating a custom package for you.
-
What if I am behind on my bookkeeping?That's not a problem, we will review your books before you sign on as a monthly client to determine how much work is needed to get your books current. If there is work from prior months that needs to be completed we will assess an onboarding fee.
-
Is QuickBooks Online required to work together?Yes. QuickBooks Online offers a number of highly valuable features. You can access your accounting remotely, and saves time with automations and real-time sync with your bank. We can help with the initial set up that can save you hours of trying to figure it out yourself. We will also get you set up with a custom chart of accounts specific to your business, import all of your vendor and customer information and help connect your bank feeds.
-
What information will I need to share?We will ask for view only access to your business bank and credit card accounts to complete your monthly financials. If your bank does not allow for accountant read only access, you can simply upload PDF bank statements, receipt images, and supporting documents to your client portal.
-
How is the cost of service determined?During our initial discovery call, we will ask you for additional information about your business so that we can quote you accurately.A quick review of your QuickBooks account or 3 months worth of bank statements if you don't have an accounting system setup yet will help to provide you with the most accurate quote.
-
Does your team provide income tax services?We don't, but we can refer you to someone if you are in need of this service.