Custom Bookkeeping Services

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About this service

Summary

I will create a custom bookkeeping plan tailored to your company's needs. As an accountant with over 20 years of experience, I've worked with marketing, SaaS, manufacturing, and healthcare companies. I'm a natural problem-solver who quickly spots patterns, identifies errors, and recommends process and financial improvements. I can work in any accounting software program. I am also a QuickBooks Online ProAdvisor.

What's included

  • Custom Bookkeeping Service for One Company

    I will create a custom bookkeeping plan tailored to your company's needs. I use a combination of factors to estimate the time and complexity of maintaining your books, which is reflected in my pricing packages. Pricing is determined by the number of companies requiring bookkeeping services, the bank and credit card accounts used in your business, the monthly volume of bank and credit card transactions, and your average monthly expenses.

  • Bank & Credit Card Reconciliations

    All bookkeeping services include bank and credit card reconciliations for each account.

  • Balance Sheet Reconciliations

    All bookkeeping services include monthly balance sheet reconciliations.

  • Financial Statements

    All bookkeeping services include a monthly Balance Sheet, Profit & Loss Statement, and Statement of Cash Flows.

  • Monthly Video Meeting

    This package includes one monthly video meeting to review your financial statements each month.

  • Unlimited E-Mail Support

    All services include unlimited email support for client questions.


Skills and tools

Accountant
Bookkeeper
Microsoft Excel
Quickbooks
Xero
Zoho

Industries

Marketing
Service Industry
Professional Services

Work with me