Our session will be
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Personalized
Our initial sessions will be dedicated to assessing your current situation and creating a plan to fit your needs and goals.
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Targeted
Everyone has pain points when it comes to finances and keeping up on their books. I’ll work closely with you to help identify and overcome your triggers.
Monthly Packages
Up to 2 bank accounts/ credit cards
Bank reconciliation
categorization
Monthly finance reports
Up to 4 bank accounts/ credit cards
Bank reconciliation
Categorization
Monthly finance reports
Contractor payments & 1099
Up to 5+ bank accounts/ credit cards
Bank reconciliation
categorization
Monthly finance reports
Contractor payments & 1099
BOOK YOUR FREE CONSULTATION.
Comprehensive bookkeeping assessment
Unlimited guidance and support via email
Helpful tools, tips, and tricks for navigating your unique obstacles
Faqs
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Yes, that would be a customized service and we do that too.
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Yes
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No, I simply prepare the finances for tax season.