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Financial Consultation 

  • FREE Half Hour Consultation

  • Video conference call 

  • We will discuss:

    • The health of your accounting system

    • Fit an accounting package to your business using QuickBooks Online

    • Review your current system and procedures

    • Draft a tentative action plan 

    • Answer additional questions about your business  

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Virtual Bookkeeping

  • Virtual bookkeeping will be done using QuickBooks Online and from my home office

  • The bookkeeping process will consist of:

    • Option One

      • Categorizing daily transaction​

      • Reconciling monthly bank and credit card statements

      • Sending monthly reports

    • Option Two

      • All of option one​

      • Clean up your existing books

      • Accounts Payable- paying your bills

      • Accounts Receivable- invoicing

      • Enter payroll transaction into the system

Notepad on Desk

Tax Preparation 

  • I do not file taxes but will assist you in collecting the needed documents for your accountant.

  • Clean up your books

  • Update your books

  • Assist in gathering needed information for your tax preparer 

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Pricing

  • After the first couple months of working together—once things are set up and cleaned up—we will agree on a fixed monthly rate.

  • My rates start at $300/month. I specialize in owner/operator trucking companies and e-commerce but will  work with other companies.

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