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DONE FOR YOU BOOKKEEPING

Monthly Bookkeeping & Payroll Services 

Love what you do but hate all the numbers? Let’s divide and conquer. I’ll handle monthly bookkeeping, and even payroll, to free up time for focus on your goals. 

And a bonus?

I’ll help you understand your key monthly reports and how you can actually use them to improve your business.
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Choose the package that best fits your business needs:

LLC Business Packages:


Perfect for LLC business owners earning  below $10k /month and no employees 

Standard LLC

$450 per month

Includes:

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  • Up to 10 accounts categorized and reconciled monthly
  • Up to 2 payment processors reconciled
  • 1 manual account recorded and reconciled
  • Yearly or Quarterly sales tax filing, if needed
  • Receipt auto-match monitoring
  • Video Review of P&L and Balance Sheet reports by the 20th every month
  • In-person planning meeting twice a year
  • Profit and Expenses Analysis once a year
  • Personal Client Hub account with file keeper for streamlined organization of financial documents
  • Helpful tools, handouts, and education to make tax prep a breeze
  • Timely reminders of important financial due dates
  • 1099s filed, as needed
  • Support/communication with CPA for a smooth tax filing experience
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Premium LLC

$675 per month

Includes:

 
 
Everything in the standard LLC package, PLUS the following enhancements, as needed:
  • 11-20 accounts categorized and reconciled monthly
  • Up to 3 payment processors reconciled
  • Up to 3 manual accounts recorded and reconciled
  • Monthly sales tax filing, if needed 
  • Profit and Expenses Analysis done twice a year
  • PLUS!  Extra support and education!  You can meet with me up to ONCE PER MONTH to be coached on financial organization, creating and using a business budget, building confidence around the "numbers" side of your business, or even just for accountability to make sure you handle financial tasks  on time.

 

 

Apply to work with me

 

 S Corp & Payroll Business Packages:


Best suited for business owners with employees or S Corp election 

Standard S Corp

$675 per month

Includes:

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  • Gusto Payroll software subscription and setup
  • Payroll ONCE a month for up to 2 owner/employees
  • Up to 10 accounts categorized and reconciled monthly
  • Up to 2 payment processors reconciled
  • 1 manual account recorded and reconciled
  • Yearly or quarterly sales tax filing, if needed
  • Receipt auto-match monitoring
  • Video Review of Profit & Loss and Balance Sheet reports by the 20th every month
  • In-person planning meeting twice a year
  • Profit and Expenses Analysis once a year
  • Personal Client Hub account with file keeper for streamlined organization of financial documents
  • Helpful tools, handouts, and education to make tax prep a breeze
  • Timely reminders of important financial due dates
  • W2 documents distributed to employees at end of year
  • 1099s filed as needed
  • Support/communication with CPA for a smooth tax filing experience
Apply to work with me

Premium S Corp

$900+ per month

Includes:

Everything in the standard S CORP package, PLUS the following enhancements, as needed:

  • Payroll TWICE a month for up to 6 employee
  • Up to 20 accounts tracked and reconciled monthly

  • Up to 3 manual accounts recorded and reconciled

  • Up to 3 payment processors reconciled

  • Profit and Expenses Analysis done twice a year

OPTIONAL ADD-ONS:

  • Bookkeeping for multiple businesses with the same owner
  • 1:1 Financial Coaching.  We meet up to TWICE PER MONTH to coach on best financial organization practices, creating and using a business budget, building confidence around the "numbers" side of your business, or for accountability to make sure stay on track to with handling financial tasks by their due dates.

 

Apply to work with me
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Don't worry, you're not committing to anything by filling out this form. This is just a first step to making sure we are a perfect match and that I can help you achieve your goals.

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