2. Increased knowledge about how your business is doing financially
3. Have a proactive approach to your taxes and expenses rather than reactive
NO LONG TERM COMMITMENT
NO SURPRISE FEES
BANK LEVEL SECURITY - NO PAPERS NEEDED
One Time Setup with no ongoing monthly services
Starting @ $175/mo
All of Tier 2 Plus...
All of Tier 3 Plus...
All of Tier 4 Plus...
Click the button to schedule a FREE consultation. You will answer a few questions to help me get an understanding of your needs. If we are in agreement after meeting, I’ll need read only access to your current bookkeeping application or latest financial statements and supporting documents so I can evaluate the volume of work.
After I review the current financials, I’ll provide you with a proposal detailing what services I’ll be providing and the monthly fee. It will also contain our communication expectations. We can add and take away services as needed until we are both happy with the outcome.
I will then prepare a final contract for both of us to sign. Keep in mind, this is a 30 day contract and can be canceled at any time by either party with 30 days written notice. I realize that business needs change frequently and need the freedom to do so.
I will link your accounts and credit/debit cards to the accounting software. If you’re already using QuickBooks Online, you’ll grant me access to the platform and I can get started.