Reach New Heights in Financial Clarity with our Bookkeeping Services
Whether you feel buried under the mountain of your books or need a helpful guide along your route to financial success, we can assist you!
Predictable Costs
Increased Efficiency and Communication
Better Business Planning
By using our services, your time will be yours again so you can focus on growing your business. We prioritize building relationships with our clients. We are here to help you every step of the way.
Contact us to learn more about how we can streamline your bookkeeping process and support your business’s success.
About
Hello, my name is Andrea and I know bookkeeping can be overwhelming, especially when you’re trying to run a business. I specialize in small business and solopreneur accounting, and I am committed to helping you stay organized and on top of your finances. I’ll work with you to understand your business needs and tailor your services to meet your specific requirements.
I am a certified proadvisor with Quickbooks Online which will ensure that your books are always up to date, and always available to answer any questions you may have. My goal is to help you make informed financial decisions that will benefit your business in the long run. If you’d like to chat, click here to schedule a 30 minute call.
21st Century Bookkeeping
Monthly bookkeeping fees provide clients with:
Predictable Costs
- Clients can budget and plan for their bookkeeping expenses each month, without worrying about unexpected hourly charges that can fluctuate.
Increased Efficiency and Communication
- When bookkeepers charge by the hour, clients may feel hesitant to reach out for assistance or ask questions for fear of incurring additional fees. This way, clients are encouraged to communicate and collaborate with their bookkeeper, which can lead to increased efficiency and better financial management.
Better Business Planning
- Clients can rely on their bookkeeper to regularly update their financial records, which can help them make informed decisions about their business’s future. This can include identifying areas for cost savings, planning for growth, and making strategic investments.
Emerging
From $197/month
Perfect for Start-Ups and Side Hustles that are emerging into Greatness!
- Up to 2 accounts that include Bank and/or Credit Card and up to 100 transactions
- Access to Client Portal and Mobile App for secure document upload/storage and communication
- Administration and Reconciliation of
Accounts - Categorization of transactions
- Addition of New Customers and Vendors as needed
- Reconciliation of Accounts
- Adjusting Entries as needed
- Monthly Financial Reports which include:
- Income Statement (also known as Profit & Loss)
- Balance Sheet Year End Reports for CPA/Tax Preparer
Evolving
From $397/month
Perfect solution for Businesses in the early stages of Scaling!
Up to 5 accounts that include Bank/Credit Card/Liability Account and up to 250 transactions
Everything in the Essential Package and Includes the following additions:
Additional monthly report with standard
KPI’s
Up to 2 additional custom reports of your choice.
Subscription to Quickbooks Online is required for our services. A Quickbooks Online 30% discount is available when you work with us.
The prices above are for books that are current and going forward. If you need to “catch up” or “clean up” on your books, additional charges will apply upon review of your books.
Other Services
We can set up your Quickbooks with a new Chart of Accounts that is customized for your business.
(708) 903-5854