Bookkeeping Zen

Helping you make more money, and pay less taxes!

Please keep in mind, our services are 100% customized for you!

The core monthly package is to give you an idea of a starting point, after speaking with you we will provide a custom proposal so you get exactly what you need:-)

Core Monthly Service

Price from: $375 per month
  • Accounting Software: We’ll get you set up in the best cloud-based accounting software for your biz.
  • Receipt Management Software: Receipt management is super simple, it's mobile friendly so keeping track of receipts is as easy as snapping a photo.
  • Record, Classify, Reconcile and Review ALL financial transactions every month (Includes 2 bank accounts, up to 75 transactions)
  • Monthly Financial Reports - Balance Sheet, Income Statement and Statement of Cash Flows.
  • Monthly Financial Story: We’ll also break down each report so you know exactly what you’re looking at and why it matters to your business.
  • Monthly 60 minute Skype/phone call: Get the custom support you need with 1:1 time with your bookkeeper every month.
  • Email support: Questions pop up between sessions? We're available via email.
  • Annual reports sent to tax preparer/CPA at end of year, so tax time is a breeze:)
  • Software monthly subscriptions included in price.
  • Our fees are tax deductible.

Financial Intelligence Package

This is where the magic happens and we work ON your biz! It’s also included at no additional charge 🙂

  • Financial Metrics: Key ratios indicating the financial health of your business.
  • Benchmarking: using industry standards to improve your financial performance.
  • Budgeting: utilizing a budget to optimize revenue and minimize expenses.
  • Utilizing the information and insights gained to create an ongoing plan for growth in your biz.

Customize Your Zen

 

Every biz is unique, so we are happy to customize a package just for you:)

 

Additional Services:

 

  • Historical Clean Up
  • Accounts Receivable
  • Accounts Payable
  • Cloud Document Collection & Storage
  • 1099 Tracking
  • Payroll Assist
  • Custom Reporting
  • Software Training
  • Additional Accounts / Transactions

And more – just ask!

 

If you have questions or would like to discuss how we can Zen your business bookkeeping, please schedule a complimentary consultation today, it’s 20-minutes and it’s free 🙂

Request a consultation

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