Premium Bookkeeping
Your Numbers, Handled.
What are the deliverables?
Optimized QuickBooks
I’ll learn your goals and challenges to create custom solutions using QuickBooks Online ever-evolving features.
Clean Books
I’ll fix messy records and keep everything accurate, up-to-date, and stress-free. When your books are clean, you know exactly where your money is going—and where it should be going.
Growth-Ready
Foundation
Solid bookkeeping sets the stage for dashboards, analysis, and advisory support that actually moves the needle.
Relevant Metrics
Accurate financial data helps you make smart, strategic choices instead of guessing.
Cash Flow Clarity
Cash is king! Cash flow is more than just money in and money out—it's the heartbeat of your business. I'll keep your books updated so you can plan with confidence.
Tax-Ready
I'll keep your books organized, categorized, and ready to make tax season easy—I’ll even coordinate with your CPA.
How often is information updated?
Our premium bookkeeping service is based on a monthly accounting cycle.
Here is a sample "scope of work"
Shh....
includes light "CFO" services
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Categorize all financial transactions
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Reconcile all bank, credit card, investment, and loan accounts
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Create customized monthly reporting package to include: Profit & Loss, Balance Sheet, Statement of Cash Flows, and management reports containing KPIs to track
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Integration of apps to streamline accounting workflows
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Assist in creating budgets and analyzing variances
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Prepare, file, and send 1099s to contractors at year-end (additional e-filing fee per 1099)
