Bookkeeping and Controller Packages

Fixed Monthly Fee •

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• 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:

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• 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: 

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• 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