To schedule a free 30 minute consultation, contact me at 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
    • Monthly and Quarterly Reporting:
      • 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
    • Training:
      • 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.