Bookkeeping Services
Greater Wealth
One of the biggest benefits to hiring me is that I will help you on your way to greater wealth…
You thought I would say something different, right? Something like, “I’ll reconcile this, and balance that, and big three financials and yada yada…”
I admit, we accountants sometimes have a hard time holding back that jargon. I mean, years of college with other jargony business majors has that effect!
I’ve also had potential clients ask me, “What is it I get for paying you all that money?” It’s really hard to not answer literally. Because you really do get nice clean financial books, accurate financial statements, and yes… reconciled accounts. It feels like a matter of pride to offer that to someone. Don’t they get that it will feel so good at tax time???
The literal answer rarely connects with people. What they are often looking for is more intangible.
What if I could offer better relationships, more money, and one on one support?
Because I offer all those things too!
My Process
Discover Call
Let’s meet on the phone or video call! We’ll discuss your business, determine if we are a good fit, and lay out next steps.
Onboard & Implement
Includes transferring information needed to get to work. This is where we get everything going and implement systems, create accounts if needed, etc.
Monthly Reports
Monthly bookkeeping functions. Includes keeping your records up to date, and deliver reports once a month.
Regular Reviews
This looks different based on individual preferences. Video meetings, calls, whatever it takes to help you. Can be done monthly, quarterly, etc.
I charge a flat monthly fee, use QuickBooks Online, and create an online, secure portal for us to communicate with and exchange documents.
Better Relationships…
with their spouse or children who wish they weren’t so busy or feeling stressed about their books at night and on the weekends.
More Money…
they have a rough idea of how they are doing, and want help knowing FOR REAL. They know their passion, but may not know hot to lean into more profitable directions.
Professional Advice
As adviser that can be the expert to help improve processes, cheer them on, or spot trends. You don’t know what you don’t know, right?