Quickbooks, Bookkeeping & Financial Services

After spending the past 13 years in the corporate world as a bookkeeper, accountant and controller. I'm finally fulfilling a deep desire to step away from the hustle and bustle, creating more spaciousness and freedom for myself and family to live life FULLY! 

I'm taking all that I've learned and offering my Quickbooks services to you. My ideal clients are heart-centered, conscious business owners. Is that you? If so, below are a list of services. 

 
 
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Basic monthly bookkeeping $155.55/mo.

Categorize monthly expenses, reconcile one (1) bank account and provide month-end report once complete.

 

Quick glance audit $155.55

Review your current books and provide report with suggestions. This will answers questions such as: Is my chart of accounts in order? Am I categorizing my expenses correctly? Is a clean-up in order?

 
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Quarterly review $233.33/qtr.

Review profit & loss statement and balance sheet (current versus prior year). This will educate you on trends in earning, adjustments that need to be made, goals to set, anything that was overlooked etc.

 

Customize a plan

One size does not fit all! Lets have a 20 minute chat. I'll customize a plan to fit your unique needs.

Quickbooks training available (hourly rate)