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What we provide
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Monthly Bookkeeping
Basic bookkeeping provides thorough transaction entry and categorization, monthly account reconciliation, and clean books for your tax preparer at tax time.
Additional bookkeeping services (receipt management, invoicing, payroll support, bill pay, etc.) are also available.
Pricing and services are fully customized for your specific needs, with prices starting at $395 per month and averaging $605 per month.
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Bookkeeping Projects
Cleanups - you’ve been trying your best, but you know your books are a bit of a mess and need some professional attention to be ready for tax time or so you can apply for a loan - it’s time to clean up!
Catch-ups - you’ve been meaning to get around to your bookkeeping but other things were more urgent - it’s time to catch up!
Setups - you are just starting your business, or you’ve been up and running for a bit but have been using spreadsheets - it’s time to level up!
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YNAB Coaching
If you are using YNAB for your personal cash and spend management, did you know it’s great for business use as well? Using YNAB can help you plan for regular and irregular expenses (including estimated tax payments!) that can surprise you, bringing you clarity and peace about how you are managing your cash.
We offer YNAB coaching, either alone or as an add-on to bookkeeping packages. Monthly bookkeeping clients receive 20% off the YNAB coaching add-on to their monthly services.
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Consulting
Sources indicate that 82% of business failures are due to cash flow issues.
Is cash flow an issue for you? (Or do you even know?) Do you need help streamlining processes and workflows? Do you want to talk through business strategy decisions?
These are all questions we can help you answer and monitor with our advisory services.