Services
How I can Help
Virtual Bookkeeping Services
Classify Transactions
- Utilize QuickBooks Online accounting software
- Update books and classify all transactions made throughout the month
Bank Reconciliations
- Receive monthly bank and credit card statements
- Reconcile statements and balances with transactions
- Monitor cash flow and notify of fund shortages
Financial Reports
List of Reports I provide Each Month
- Balance Sheet
- Profit & Loss
- Statement of Cash Flows
Extra Reports If Applicable
- Accounts Receivable Aging
- Accounts Payable Aging
- Inventory & Other Custom Reports
Consultation
Along with providing monthly reports to you, I provide a monthly video chat or phone call to go over your reports with you. The purpose of this contact is to provide helpful advice and analysis and address any questions you or I, may have.
Assisted Accounts Payable (A/P) & Accounts Receivable (A/R)
Assisted Accounts Payable (A/P)
- Receive and enter bills from vendors into QuickBooks Online
- Add new vendors and information
- Match bills to paid transactions
- Assist you with bill payment management and cash flow management
Assisted Accounts Receivable (A/R)
- Assist with creating customer invoices into QuickBooks Online
- Assist with receiving payments from customers
- Match payments to invoices
- Provide regular reports regarding outstanding payments due
Pricing
Customized Flat Rate Prices
My pricing is based on flat rate pricing for various services needed, never hourly! Flat rates are determined by your individual business needs and are calculated on various factors. Examples include number of transactions per month, added services such as accounts payable, accounts receivable and other factors such as recurring services or projects.
I normally bill my services on a month to month basis, which can be set up in your customized plan. Projects are usually quoted and billed per project service, rather than a monthly fee.
Contract & engagement Process
I will review your business accounts and create a custom proposal of services and outlined pricing for your approval. Once the proposal is agreed upon, an engagement letter will be sent for approval of finalized contract details. Then, you breathe a sigh of relief and I get to work!
Free Consultation Meeting
Request A Consult
Feel free to contact me regarding your unique bookkeeping needs, I’m ready to help!