Initial consultation is FREE.

• Bookkeeping on an as needed basis. 
• 2 HR minimum, Billed in 15 minute increments if under an hour.
• Reduced rates after 20 HRS. 

• 2 HR minimum, Billed in 15 minute increments if under an hour.
• Reduced rates after 8 HRS. 

• Consulting on an as needed basis.
• 2 HR minimum, Billed in 15 minute increments if under an hour.
• Reduced rates after 20 HRS. 

• Averages 15 HRS per month.
• Bank Reconciliation
• Financial Reports
• Simple transaction entries up to 50

• Average of 30 HRS per month.
• Everything with Lite
• Adjustments made to appropriate accounts.
• In-Depth Review & Report of corrected mistakes.
• Statement of Cash Flow Weekly.
• Quarterly Reporting
• Year-End assistance w/ your CPA.

• Average of 40-50 HRS per month.
• Everything with Lite & Mid-Level
• Adjustments made to appropriate accounts.
• In-Depth Review & Report of corrected mistakes.
• This package includes any Sales Tax Reporting that is required.
• Statement of Cash Flow Weekly.
• Quarterly Reporting & Year-End Comparison Reporting
• Year-End assistance w/ your CPA.

• Bank & Credit Card Reconciliations
• Profit & Loss Reporting w/ Basic Analysis
• Sales Analysis of Services/Inventory Items (highlighting any areas in need for higher revenue producing activities)
• AR Analysis (highlighting any issues)
• AP Analysis (to make aware of any cash flow issues)
• Will highlight any issues on the horizon with Payroll, HR, Sales Taxing etc.

• Initial consult meeting via Zoom, Call, or In-Person. Quote will be provided after initial Free Consultation. 
• Chart of Accounts customization.
• Upload of services & products from provided list.
• Customer list upload from provided list.
• Vendor list upload from provided list.
• Suggested Month End Procedures.
• Bank Reconciliation Training 1 HR

• Complete Sales Tax reporting & processing payments.
• Audit of New Customers

• Complete Sales Tax reporting & processing payments.
• Audit of New Customers

• Quote will be completed after initial Free Consultation.
• Complete Sales Tax reporting & processing payments.
• Audit of all Customers.

• 1-10 Employees, $10 for every additional Employee
• Will be point of contact for your chosen service.
• Ensure all staff are entered and audit any staff files to ensure you are in compliance. 

• On Boarding, Processing each Pay Period
• Ensure all staff are entered and audit any staff files to ensure you are in compliance.
• Processing Year End W-2 & 1099 filings. 

• System evaluation
• Optimization Meeting
• Warehouse Optimization w/ aid of your staff & my assistant.
• Assistance with Year End Counting quoted separately. 

• Evaluation of Current SOP.
• Optimization Meeting.
• Writing of new SOP complete with Manual, how to screen shots, etc.
• Your Logos and branding will be included.
• Assistance with implementation.
• Other services can be added upon request.

• All Documents
• Systems
• Business card designs
• Letterhead
• Marketing Materials that already exist.

• Will organize & optimize inventory audit.
• Will assist in counting & manage staff aiding in the counting.

Asks us for what you need & we can work with you.

• Templates ranging from Letterheads, Invoices, etc.
• Contracts ranging from Sales Commission structures, Bill of Sales, etc.

• Properly maintain files.
• Auditing of current files.
• Logging in, reporting, & processing payments.
• Will review current files & do a mock audit for 10 of your own customers.

• Profit & Loss Reporting w/ Basic Analysis
• Sales Analysis of Services/Inventory Items (highlighting any areas in need for higher revenue producing activities)
• AR Analysis (highlighting any issues)
• AP Analysis (to make aware of any cash flow issues)
• Will highlight any issues on the horizon with Payroll, HR, Sales Taxing etc.

• Use of Microsoft Tools already available to you.
• How to manage your supervisor's needs or office needs with high efficiency.
• how to maintain professional discernment.

• Creation of simple website with up to 4 landing pages.
• Updating of your current site up to 4 landing pages.

• Creation of complex website. 
• Updating of your current site.