Bookkeeping and Controller Packages

Fixed Monthly Fee •

  • Monthly bookkeeping and reconciliation

  • Preparation of monthly balance sheet, profit & loss statement, and cash flow statement for management use

  • Periodic planning and consultation services, which give my clients the opportunity to leverage their accounting system to promote their business and personal success

  • Up to one hour of video/phone coaching and consultation per month via secure Zoom video conferencing.

  • Payroll services may be added to this package.

  • Additional services may be added; all packages are customized to the client's needs.  

  • *All clients are charged a one-time setup and transition fee, in addition to monthly fee.

Technology Services

Types of Services offered:

  • Conversion of data from an accounting system to QuickBooks.

  • Setup of QuickBooks Data File

  • Clean-up of QuickBooks 

  • Entry of several years of data into QuickBooks.

  • QuickBooks Online or Desktop training customized to the client's needs. 

Advisory Services

• Types of Services offered: 

  • Operational Advisory Services 

    • Work with clients on Operational issues and efficiencies. 

    • Strategic Planning

    • Business Plan Development or modification

    • Long Range and Short Term Planning. 

  • Financial Advisory Services

    • Cash Flow Projections​

    • Resolving Cash Flow issues

    • Analysis of KPI's 

  • Business Consulting

Contact Us:

5116 US -158, Suite 102

Advance, NC 27006


Tel: (336) 940-4180

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