Bookkeeping and Controller Packages
Fixed Monthly Fee •
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Monthly bookkeeping and reconciliation
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Preparation of monthly balance sheet, profit & loss statement, and cash flow statement for management use
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Periodic planning and consultation services, which give my clients the opportunity to leverage their accounting system to promote their business and personal success
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Up to one hour of video/phone coaching and consultation per month via secure Zoom video conferencing.
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Payroll services may be added to this package.
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Additional services may be added; all packages are customized to the client's needs.
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*All clients are charged a one-time setup and transition fee, in addition to monthly fee.
Technology Services
Types of Services offered:
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Conversion of data from an accounting system to QuickBooks.
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Setup of QuickBooks Data File
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Clean-up of QuickBooks
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Entry of several years of data into QuickBooks.
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QuickBooks Online or Desktop training customized to the client's needs.
Advisory Services
• Types of Services offered:
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Operational Advisory Services
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Work with clients on Operational issues and efficiencies.
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Strategic Planning
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Business Plan Development or modification
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Long Range and Short Term Planning.
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Financial Advisory Services
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Cash Flow Projections
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Resolving Cash Flow issues
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Analysis of KPI's
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Business Consulting