To schedule a free 30 minute consultation, contact me at firstname.lastname@example.org or call (855) 633-3453.
My basic flat rate monthly package is detailed below.
In addition, I offer services such as budgeting, payables and receivables maintenance and monitoring, cash flow projections, and benchmarking for flat fees.
BASIC SERVICE -- Starting at $300/month
The standard package is designed for firms who require an active role in financial reporting, analysis, and planning.
Bank and credit card reconciliations
Unlimited email support
Document organization, storage, and security through Hubdoc
QBO or Xero subscription
Monthly and Quarterly Reporting:
Statement of Cash Flows
Close books at end of year
Provide information to accountant for tax filing
Annual performance report
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
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.