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Ongoing Support

Our done for you service will help you gain the clarity and confidence in yours numbers that you need to strategically grow your business.

No more year end catchup

All transactions are entered for you on a monthly basis so your books are up to date all year long. 

Custom easy to read reports

Tidy and simple reports that highlight where your money is coming from and where it's going to help you better understand your numbers.

 

Year round support

Email and text support for any questions that you have and meetings to go over  

Monthly starting at $300 per month

Quarterly starting at $540 per quarter

  • 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.
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Bookkeeping Intensives

Our 1:1 sessions are for you if you're not quite ready for ongoing services yet but still want help with QuickBooks. We can talk invoicing, workflows, best practices, enter expenses together, optimize your QuickBooks account & more. For a full QuickBooks Setup & Training, 2 - 3 sessions are usually needed.

What's included:

  • 60 Minute Zoom Session

  • Two weeks of email support

  • Recording of session

 

$250 per Session

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Bookkeeping Cleanup

If you haven't done any of your bookkeeping for the year, or you tried to do it yourself but you’re not confident it was done correctly and want someone to come in and get it cleaned up for you, this service is for you. Once your file is up to date, you will receive year to date financial reports and an optional 1:1 meeting to review your numbers together.

Pricing varies, quote will be received after a review of your account

"Shauna is an amazing bookkeeper! I was nervous about hiring someone to help me because I was worried about the mess I made trying to manage it myself, but she made me feel truly comfortable, and having everything organized each month has been a huge help."

Kiley R. 

Professional Organizer

How it works

01. SUBMIT APPLICATION

Fill out the application on our contact page and we will reach out to you with a link to schedule a call

02. DISCOVERY CALL

We will meet through Zoom or chat over the phone to discuss your business needs and see if we would be a good fit for your business

03. PROPOSAL & ONBOARDING

If you decide to become a client, you will be sent a proposal to sign. As soon as the proposal is signed, onboarding can begin!

The days of managing your finances alone are over.

Let's get your books organized and up to date so you can make meaningful decisions for your business and feel confident going into tax season with your documents ready to go.

 

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