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All consultations are Central Standard Time (CST)

SERVICES

Quarterly Essentials Package:

Suitable for solo-preneur businesses for tax compliance and financial planning -

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What is included:

  • Subscription to online accounting software  

  • Customized Chart of Accounts

  • Receipts and Statements Management                               (We can rid you of your shoebox!)

  • 1 Bank Account Reconciled

  • Up to 75 transactions recorded, classified and reconciled

  • Quarterly & Annual Financial Statements Prepared    (these reports are vital for tax compliance)

  • Quarterly Phone Meeting (I will discuss your financial reports with you to offer insights to the health of your business and answer any questions you have)

  • Unlimited Email Support                                           (answered within 24 hours of the next business day)

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Monthly Classic Package:

Suitable for a small to medium-sized business for tax compliance & financial planning -

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What is included:

  • Subscription to online accounting software 

  • Customized Chart of Accounts

  • Receipts and Statements Management  (We can rid you of your shoe-box!)

  • Up to 2 Bank Accounts Reconciled, plus 1 credit account

  • Up to 150 transactions recorded, classified and reconciled

  • Monthly & Annual Financial Statements Prepared                   (these reports are vital for tax compliance and financial planning)

  • Monthly Phone Meeting  (I will discuss your financial reports with you to offer insights to the health of your business and answer any questions you have)

  • Unlimited Email Support                                                           (answered within 24 hours of the next business day)

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Non-Profits Package:

We can help you tame your Fund Accounting so you know you are always in compliance -

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What is included:

  • Subscription to online accounting software  

  • Customized Chart of Accounts

  • Receipts and Statements Management (We can rid you of your shoe-box!)

  • Unlimited Bank Accounts Reconciled

  • All transactions recorded, classified and reconciled

  • Monthly, Quarterly & Annual Financial Statements Prepared    (these reports are vital for tax compliance and planning)

  • Monthly Phone Meeting (I will discuss your financial reports with you to offer insights to the health of your non-profit and answer any questions you have)

  • Unlimited Email Support (answered within 24 hours of the next business day)

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