Success is a journey, not a destination. It requires constant effort, vigilance and reevaluation.

For businesses that are just getting started, or new clients, the Just Getting Started Plan is the perfect plan for you. This will give me a chance to get to know you and  your books. After the 90 days have been completed, I will re-evaluate the time spent on your books and propose a fixed rate based on activity and complexity.

Download and Categorize all transactions 

Month end bank and credit card account reconciliations for up to 50 transactions for each account

Download and Categorize all transactions for 2 bank accounts and 2 credit card accounts with under 50-100 transactions for both accounts  

Month end Bank and Credit Card account reconciliations 

Monthly financial statements

Tracking sub-contractors for W9s and 1099s

Download and Categorize all transactions for  3 - 5 bank accounts and 2 or more credit cards with up to 200 transactions for all accounts

Month end Bank and Credit Card account reconciliations

Monthly financial statements

Tracking Sub-Contractors for W9s and 1099s

Keeping  your business organized at even higher revenue and expense volumes

Download and Categorize all transactions for over 200 transactions for all accounts

Month end bank and credit card account reconciliations 

Monthly financial statements

Tracking sub contractors for W9s and 1099s

 The chart of accounts is like the building blocks of the foundation of your business.  We will set it up right so that your books and financials are clearly & correctly labeled and organized.  

 When life gets messy, turn to us to help you clean it up.  We will discuss the depth of the cleanup with you and set a price that is fair for both you and I.