My professional bookkeeping services deliver:
Level 1: Coaching, Training, and Review
- Get the help you need, when you need it, even if you're still "doing it yourself"
- Set meetings on a monthly basis, or as needed!
- 24/7 email access & Monthly Video Training
- Customized systems, procedures, and how-to manuals - we build it, you use it, and your team loves it
- Best for clients that need a partner in their business
Level 2: Outsourced Bookkeeping
- Skip the headache. Get reports you can read and information you can use.
- Meetings and Custom Reports delivered either monthly or quarterly
- 24/7 email access
- Monthly Video Training
- Ask us about software, catch-up, and clean up!
- Best for clients with 1-2 companies that are ready to scale
Level 3: Outsourced Controller
- Analysis + Books + Cash Coordination
- Specialized support for Bankers, Tax Preparers, and other Partners
- Inventory Accounting
- Bill Pay (A/P)*
- Invoicing (A/R)
- Payroll and Taxes (3rd Party)
- Best for clients with high growth or multiple companies
*I am a firm believer in the separation of duties, which means I will never sign any checks on the behalf of a client.
All services are set at a flat, monthly fee unless a special need arises. Please direct any other questions to email@example.com.