To schedule a free 30 minute consultation, contact me at or call (310) 367-5293.

BASIC SERVICE -- Starting at $400/month

The standard package is designed for firms who require an active role in financial reporting, analysis, and planning.

  • Monthly Services:

    • Bank and credit card reconciliations

    • Unlimited email support

    • Document organization, storage, and security through Hubdoc

    • QBO or Xero subscription

  • Monthly and Quarterly Reporting:

    • Balance Sheet

    • Income Statement

    • Statement of Cash Flows

  • Annual Services:

    • Close books at end of year

    • Provide information to accountant for tax filing

    • Annual performance report

  • Advisory Role:

    • Skype and/or phone call with business owner to review monthly financial statements (up to 1 hour per month)

    • Identify possible cost savings and additional revenue streams

  • Training:

    • Accounting system operations and best practices (number of sessions to be determined)

    • Financial statement literacy

Please note that I do not offer payroll services. I can, however, connect you with an excellent payroll service provider.