Monthly Bookkeeping ServicesShawna Davenport
Provide monthly bookkeeping services based on the following criteria:
3 Bank/Credit Card Accounts
400 transactions or less
Monthly Expenses <$100k
What's included
Monthly Bookkeeping Services for one Company Account
Provide monthly bookkeeping services for one company account. Software programs currently supported include QuickBooks Online, Xero, FreshBooks, and Zoho Books. Please get in touch with me if you are using a different program, as I can usually make accommodations to support new platforms.
Bank Feed Connections & Reconciliations
Connect the bank feed for up to three bank/credit cards and prepare monthly bank reconciliations every month.
Post Bank/Credit Card Transactions Monthly.
Post up to 400 transactions per month. This is a total amount across the three bank/credit cards.
Prepare Monthly Balance Sheet Reconciliations.
Balance sheet accounts will be reconciled each month.
Prepare Monthly Financials Statements
At the end of each month, you will receive a 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.
FAQs
This package does not include vendor bill payments. However, this service can be added for an additional fee.
This package does not include customer invoicing. However, this service can be added for an additional fee.
This package does not include payroll. However, this service can be added for an additional fee.
This package does not include inventory management. However, this service can be added for an additional fee.
Shawna's other services
Starting at$500 /mo
Tags
FreshBooks
Microsoft Excel
Quickbooks
Xero
Zoho
Accountant
Bookkeeper
Service provided by
Shawna Davenport Milton, USA
Monthly Bookkeeping ServicesShawna Davenport
Starting at$500 /mo
Tags
FreshBooks
Microsoft Excel
Quickbooks
Xero
Zoho
Accountant
Bookkeeper
Provide monthly bookkeeping services based on the following criteria:
3 Bank/Credit Card Accounts
400 transactions or less
Monthly Expenses <$100k
What's included
Monthly Bookkeeping Services for one Company Account
Provide monthly bookkeeping services for one company account. Software programs currently supported include QuickBooks Online, Xero, FreshBooks, and Zoho Books. Please get in touch with me if you are using a different program, as I can usually make accommodations to support new platforms.
Bank Feed Connections & Reconciliations
Connect the bank feed for up to three bank/credit cards and prepare monthly bank reconciliations every month.
Post Bank/Credit Card Transactions Monthly.
Post up to 400 transactions per month. This is a total amount across the three bank/credit cards.
Prepare Monthly Balance Sheet Reconciliations.
Balance sheet accounts will be reconciled each month.
Prepare Monthly Financials Statements
At the end of each month, you will receive a 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.
FAQs
This package does not include vendor bill payments. However, this service can be added for an additional fee.
This package does not include customer invoicing. However, this service can be added for an additional fee.
This package does not include payroll. However, this service can be added for an additional fee.
This package does not include inventory management. However, this service can be added for an additional fee.
Shawna's other services
$500 /mo