You call me for your free consultation. We meet to talk about your bookkeeping needs, review the packages, and customize a perfect fit for you. The next day you'll receive an estimate outlining services and price. Once you okay the estimate, we'll get started.
How do I prepare for our first meeting?
Gather up the most recent 2 months of bank and credit card statements, sales data, and payroll records. We'll also review your accounting software and financial statements.
I don't have accounting software. How will you keep our books?
I can set up a QuickBooks account for you at my office, and provide you with hard copies of the data. Or I can set you up with Online Quickbooks, giving us both access to the accounting.
How do the packages work?
Monthly (or weekly) Package: For small businesses that need regular services for bill paying, invoicing, bank & credit card reconciliation, payroll, tracking sales/expenses, bank & credit card reconciliation, and financial reports. I will pick up and drop off your records at your convenience, or we can share data electronically. Meetings as needed, and unlimited phone/email support. At year-end everything will be prepared for your tax accountant.
Quarterly Package: For very small businesses or startups that have minimal activity. Each quarter receipts & records will be picked up or shared electronically, data entered into the accounting software, bank & credit card statements reconciled, and financial reports prepared and analyzed. Quarterly meetings to review reports & answer questions. At year-end everything will be prepared for your tax accountant.
Annual Catch-up: For clients who are behind on their bookkeeping. I'll quickly gather the data, enter it into your accounting software, reconcile accounts, and prepare reports to take to your tax consultant.