To schedule a free 30 minute consultation, contact me at firstname.lastname@example.org or call (855) 633-3453.
My basic flat rate monthly package is detailed below. I also offer an hourly rate.
In addition, I offer services such as budgeting, payables and receivables maintenance and monitoring, cash flow projections, and benchmarking for flat fees.
BASIC SERVICE -- Starting at $349/month
The standard package is designed for firms who require an active role in financial reporting, analysis, and planning.
- Monthly Services:
- Bank and credit card reconciliations
- Unlimited email support
- Document organization, storage, and security through Hubdoc
- QBO or Xero subscription
- Balance Sheet
- Income Statement
- Statement of Cash Flows
- Annual Services:
- Close books at end of year
- Provide information to accountant for tax filing
- Generate 1099s
- Annual performance report
- Advisory Role:
- Skype and/or phone call with business owner to review monthly financial statements (up to 1 hour per month)
- Identify possible cost savings and additional revenue streams
- Fraud prevention measures
- Accounting system operations and best practices (number of sessions to be determined)
- Financial statement literacy
Please note that I do not offer payroll services. I can, however, connect you with an excellent payroll service provider.