Life as a business owner is already overwhelming—your bookkeeping shouldn’t be.
How to work with us
do my books for me!
I want this
What you get
Get advice on how to streamline your bookkeeping so it’s easier to manage. Ask all your questions about bookkeeping.
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
"Ask a Bookkeeper" Call
Schedule
- Setup your bookkeeping to work with your business's tech
- Learn the bookkeeping tasks you need to do each month
- Get recommendations on what records to collect
- Review the purpose of the financial statements Profit & Loss, Balance Sheet, and Cash Flow Statement
- Additional sessions available for purchase
Get a personalized bookkeeping workflow to maintain your business books so they stay organized all year
Create Your Bookkeeping Workflow
What You Get
Who it's for
do my books for me!
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
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
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.
We’ll organize your bookkeeping and catch it up so it’s up-to-date and easy to maintain each month
Books Refresh
What you get
Who it's for
Catch up my bookkeeping
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’ll take over your monthly bookkeeping and do it for you so can take that off your to do list. We also handle questions from your tax pro about your books and send them requested reports to file your taxes.
We offer these packages:
We offer these packages: