
Communication: Weekly communication with your designated team member via client dashboard
Compliance: reconciling your credit card and bank accounts to maintain financial integrity and compliance
Tax Savings: Maximized tax benefits using my many years of accounting knowledge
Reporting: Easy-to-read financial reports (including P&L, Balance Sheet, AP summary, AR summary) delivered monthly
Reviews: Monthly calls to review financial reports - your choice of either recorded Loom review calls or virtual Zoom review calls
Peace of mind: knowing all of your accounting needs are being met with the utmost honesty, care and accuracy




Are you questioning your current bookkeeping system or lack thereof?
60 minute zoom call
In depth bookkeeping system review or creation
1-on-1 post call support (one month via Voxer or email)
Post call outline on your next steps
