PARTNERS
Your life will be easier and your business more profitable when you hire me as your bookkeeper...
grow
I WANT TO HELP YOUR BUSINESS
HERE'S WHY!
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TIME
You'll not only have more time to focus on your family, but you can devote more time to marketing, sales, and customer relationships, thus increasing your income!
PEACE
You'll have peace of mind knowing that you can contact me with any question, comment, or concern that affects your business or personal situation, and I'll be there to help!
PLAN
You'll be able to plan - whether it's for taxes or other investments in life, you will always know where you stand financially with monthly financial reports!
other benefits
OF HIRING A VIRTUAL BOOKKEEPER
PRIVACY AND
CONFIDENTIALITY
You can rest assured knowing your information is safe and secure! Your privacy and the security of your financial information is of the utmost importance!
LOWER PAYROLL
COSTS
Instead of hiring an employee (which brings on the cost of wages, payroll taxes, and other fringe benefit costs), you'll save money by outsourcing!
STELLAR
SERVICE
When you're organized and ready to go at tax time, you'll get five-star service. Other businesses that are disorganized and procrastinate until the last minute are put on extension!
BOOKKEEPING SERVICES
DIAGNOSTIC REVIEW
If you have a QuickBooks Online account, I will complete a thorough review and provide a detailed report with my findings so you know where you stand, if there are any red flags, and what steps you should take next.
This review is the first step for all clients before starting an ongoing package.
CATCH-UP & CLEAN-UP
I can quickly get your account caught up and cleaned up. Whether you need last year's financials prepared or just the past few months, I'll get your books up to date so you can move forward knowing the financials of your business. When everything is cleaned up and caught up, you will receive a Profit and Loss Statement and a Balance Sheet for that time period.
ONGOING PACKAGES
I offer weekly, bi-weekly, monthly, and quarterly bookkeeping packages customized to fit your business's needs.
Add-on services include accrual basis accounting, detailed financials showing class tracking or job profitability, invoicing, bill payment, and payroll. Monthly strategy sessions are also available!
OTHER SERVICES
QBO
SUPPORT
As a ProAdvisor, I offer
clients basic training and a discounted QuickBooks Online subscription.
FINANCIAL
REPORTING
After taking care of your bookkeeping, I can create tailored monthly reports. I can even pay your bills and invoice your clients!
STRATEGY SESSIONS
I offer monthly Zoom meetings where we can work through your issues, plan your financial future and discuss your reports in detail.
PAYROLL
TAX FILING
I've partnered with Gusto payroll to provide you with timely payroll reports and on-time filing every month and quarter.
how it works
1
INTAKE FORM
The intake form is the first step you'll take after expressing your interest in working with us!
This form will help us know what you're looking for and if you and your business are a good fit for us.
If there's anything additional you feel like we need to know, please send a message to:
2
DISCOVERY CALL
After you complete the intake form, we'll review your responses and let you know if we're a good fit!
If we are, you'll get an email from us to book a Discovery Call.
During this call, we'll get to know each other better, we'll learn more about your business and how we can provide you the best services.
3
DIAGNOSTIC REVIEW
After our discovery call, we'll perform a Diagnostic Review on your current bookkeeping if you're already using accounting software.
Then, you'll receive the report, a proposal, and an onboarding checklist with all the documents we need to get started.
Once the proposal is signed and we have what we need, you can sit back & relax!
*A subscription to QuickBooks Online is required - I can assist you in choosing the right subscription after you get started if you don't have an account yet!
testimonials
frequently asked questions
What’s included in bookkeeping packages?
Every month we will categorize all business-related income and expense transactions and issue you a monthly financial statement consisting of a Profit and Loss Statement, a Balance Sheet, and a Cash Flow Statement. These reports will help you understand your business's past to make decisions on your business's future. They are required in order to do any tax planning or to fund your business with mid-year loans. Unlimited email and text support are also included.
What’s not included in bookkeeping packages?
Anything above and beyond basic tracking of income and expense items for the month is not included in the monthly quoted price. However, additional services are available as an add-on to your basic bookkeeping package. These add-ons include accrual basis accounting, detailed financials showing class tracking or job profitability, receipt management, invoicing, bill payment, and payroll. Monthly strategy sessions are also available for additional fees.
How do I request additional services?
In the intake form, you will have an opportunity to check any additional services you're interested in. We can discuss these services in more detail on our discovery call. You may also request services via email at any time! We are here to help!
What qualifications does your team have?
I am a Certified Quickbooks Pro-Advisor. You can rest assured that you are working with the highest quality professional! I also belong to a large network of financial professionals so if there is a question I have not seen before, I have a lot of resources in my back pocket to find an answer for you fast.
What information do I need to share?
Ideally, we will need access to your business bank and credit card accounts in order to efficiently complete your monthly financials. Many banks allow for accountant (view-only) access to bank accounts. This access helps us to keep our fees affordable and our efficiency high. If your bank does not have this option, you can use LastPass to securely share your login information, or you will be responsible to upload the necessary documents each month.
If I have a question, how long does it take to get an email response?
We pride ourselves on being very responsive to our clients' important inquiries! I strive to respond within 24 hours AT MOST (except over weekends and holidays). If I'm very busy, I'll respond to let you know I've received your email and will address it shortly.
What hours do you work?
Due to the flexible nature of bookkeeping work, we work various hours of the day and night. However, we use standard M-F 9-5 work hours to address emails, texts, and phone calls.
Is Quickbooks Online required for the bookkeeping packages?
Yes. Our team must use Quickbooks Online to handle the bookkeeping. Versions - Essentials, Plus, or Advanced are all preferred. Simple Start is acceptable, but Quickbooks Self Employed is not. If you have a current subscription, you do not need to get another subscription. If you do not currently have a subscription, the onboarding email will walk you through how to get that set up. We can offer a 30% discount to all of our clients new to QBO (please contact us before creating an account!)
Do you require a contract?
No contract is required; however, there are no partial month refunds.
Is an engagement letter required?
Yes, an engagement letter is required. You will be asked to sign the engagement letter via DocuSign for bookkeeping packages and any additional services.
What is required of me?
We do not offer refunds, but you can cancel anytime! We want to provide stellar service to you, but we cannot do that without the proper documents and items requested during onboarding and in the future. We also will send a short list of questions each month if we have any. Timely responses are appreciated!