Our recommendations are based on what your business needs. For that reason, we don’t give you a one-size-fits-all solution, but we do like to give you some idea of what it costs to work with us.
Our ultimate aim is to simplify the finances and get you on the right track for growth.
Questionnaire – All journeys begin with a single step. With us, it’s no exception. We’ll ask you to provide us with some details about your business to get a better picture of where you’re at. From there, we will reach out to schedule a call.
Why a Questionnaire? – Finding the perfect fit in a bookkeeper takes time. We understand your time is valuable. Therefore, to serve you the best, we want to make sure that we are a good fit for each other.
Our ultimate aim is to simplify your finances and get you on the right track for growth. We charge for a checkup in order to save you money in the long run. We’ll identify and prioritize the necessary improvements so you don’t have to spend money fixing problems down the line. We don’t want that for you!
Checkup ($750) – We do this for all new clients. You’ll give us access to your existing accounting file. We’ll determine what’s accurate and what needs to be improved and present you with a detailed report complete with our recommendations on how to move forward.
We will review each of the following:
- Tax return and compare to current books
- Account structure
- Bank and credit card balances
- Open invoices and unpaid bills
- Balance sheet
- Income statement (profit & loss)
Where we start depends on where you are with accounting software. You’ll take one of two paths:
Setup ($2k – $3k) – We’ll set you up on a brand new QuickBooks Online or Xero file, to be certain your numbers are accurate from the start. We will also provide you with training.
Cleanup ($2k – $5k) – We’ll clean up your existing QuickBooks Online or Xero data so it’s accurate. We’ll also put structure in place so you’ll better understand the story of your numbers.
What if your books are behind?
In addition to your Setup or Cleanup, we’ll bring your QuickBooks Online or Xero data up-to-date so you’ll be ready for ongoing services. Fees are dependent upon the complexity of your transactions and how many months need catching up.
All our services are agreed upon upfront. We take the guesswork out of billing by providing you with a clear fixed upfront price for our services. No billing by the hour here!
Monthly bookkeeping (from $500 a month) – You need good information to know the truth of your business story. Since everyone’s needs are unique, we will build you a custom package.
We can help you with more than just your core bookkeeping by including controller and outsourced CFO services with your ongoing services.
This is where year-end planning becomes year-round strategy. We’ll delve deep into budgeting and forecasting to help you hit your targets. Together we’re architects, designing the business you really want.
Because we’re in your business and know how it operates, we’ll keep you on track for success. We can forget about the mundane, and get to what matters.