I use a flat fee per month. We can talk about your specific needs and figure out how I can best serve you.

Each month, I’ll analyze and record all of your business transactions through QuickBooks to compile monthly financial statements such as P&L and Balance Sheet. It will also include any other extra services that your business may require.

Every month, I will need your documents. I can set up your bank statements to automatically sync with QuickBooks or you can send them to me directly. I use secure cloud-based software and email for document delivery.

I will have your financial reports delivered by the 10th of every month so that you can better plan for your business.

Let’s talk about it. I love trying new concepts and innovation and look forward to finding out what your needs are for your business.

While it is essential to have accurate reporting, life happens. I can help clean up and get your books up to date. Let’s talk about your specific situation and together, we can get your business back on track whether you’re a few weeks or a few months behind.

Your Questions, Answered