Bookkeeping is months behind and you don’t know where to start?
Services
do my books for me!
- Mini- Course: 4 Steps to Prep your Business Books So You Can Finally File Taxes Without Losing All Your Free Time
- Course: Smart Bookkeeping for Interpreters: The Guide for Busy Professionals
Get Mini course
Not quite ready to hire a bookkeeper but want some support to DIY your books?
Resources
Resources
Who it's for
Get course
do my books for me!
book strategy call
What you get
Have a question about your bookkeeping?
Want help setting up your bookkeeping workflow?
Want a personalized bookkeeping checklist to prep your books for taxes?
Who it's for
- 1 hour strategy call
- Access to call recording and notes
- Access to all workflows, checklists, and materials created for you during call
$100
Pick My Brain (Bookkeeping Strategy Call)
Ready to Start!
- Review balance sheet opening balances
- Identify transactions that need to be brought up to date
- Assess volume and complexity of transactions
- Video overview of findings and recommendations for ongoing bookkeeping
$100
Add-On Books Review Report (best for DIY Cleanups)
- List of areas that need to be cleaned up
- List of what needs to be done to bring the books up-to-date
$150
Want to know what’s wrong with your books so you know what to fix to be tax-season ready?
Books Review
what you get
Who it's for
do my books for me!
- Bookkeeping software setup with customized Chart of Accounts
- Record and categorize income and expenses
- Reconcile bank accounts, credit cards, payment processors, loans, and lines of credit
- Prepare Profit & Loss and Balance Sheet
- Resolve Accounts Receivable and Accounts Payable discrepancies
- Recommendations for ongoing maintenance
Pricing is dependent on the complexity of your books (number of bank and credit card accounts, loans, payment processors, entity type, etc.) A 6 month cleanup starts at $1,200.
Ready to catch up your neglected, messy books so you can file taxes or get a loan?
Want to know exactly what your money did so you can plan for next year?
Books Refresh
What you get
Who it's for
Catch up my bookkeeping
- Bookkeeping software setup with customized Chart of Accounts
- Record and categorize income and expenses
- Reconcile bank accounts, credit cards, payment processors, loans, and lines of credit
- Prepare Profit & Loss and Balance Sheet
- Resolve Accounts Receivable and Accounts Payable discrepancies
- Recommendations for ongoing maintenance
Pricing is custom for each project.
A 6 month cleanup starts at $1,200.
What you get
Ready to catch up your neglected, messy books so you can file taxes or get a loan?
Want to know exactly what your money did so you can plan for next year?
Who it's for
Books Refresh
Who it's for
Bookkeeping Training
Get Training
Learn how to
- Record and categorize transactions in your accounting software
- What records and statements to gather for reconciliations
- Verify balances for each account
- Reconcile bank and credit cards, lines of credit, loans, payment processors
- Review your Profit & Loss, Balance Sheet, and Cash Flow Statement
- Additional training available for purchase
$250
NOTE: Must have caught-up books to use this service. You can bundle this with the cleanup service.
Want a customized bookkeeping workflow tailored to your business?
Want help training your staff to do your books?
Bookkeeping Training
What You Get
Who it's for
What you get
do my books for me!
PREMIUM
- Categorize transactions in accounting software
- Reconcile accounts to verify balances: bank and credit cards, loans, payment processors and other applicable accounts
- Prepare financial statements monthly (Profit & Loss, Balance Sheet, Cash Flow Statement) and for annual taxes
- Monthly meeting to review statements and learn how well your business is doing
- Other reports and add-on services available
STANDARD
Starts at $350/month
- Categorize transactions in accounting software
- Reconcile accounts to verify balances: bank and credit cards, loans, payment processors and other applicable accounts
- Prepare financial statements monthly (Profit & Loss, Balance Sheet, Cash Flow Statement) and for annual taxes
- 1 or 4 meetings a year to review statements and learn how well your business is doing
Starts at $350/month
STARTER
Starts at $250/month
(Only for businesses with less than 50 transactions/month)
- Categorize transactions in accounting software
- Reconcile accounts to verify balances: bank and credit cards, loans, payment processors and other applicable accounts
- Prepare financial statements quarterly (Profit & Loss, Balance Sheet, Cash Flow Statement) and for annual taxes
- 1 meeting a year to review statements and learn how well your business is doing
(Only for businesses with less than 50 transactions/month)
We manage bookkeeping setup and maintenance and communicate with you throughout the year to keep your books up-to-date and answer any questions you have about your business.
We offer these packages:
We offer these packages:
Want to know how well your business is doing without the overwhelm of doing your own books?
Want to be tax-season ready and be organized throughout the year and avoid the tax-season stress (and make your accountant happy)?
What You Get
Who it's for
Books Upkeep
- Fill out the contact form to schedule a free call
- Complete the contract and first payment to begin the project
- Enjoy your organized books!
Get started
