Not just your everyday bookkeeping.

There never seems to be enough hours in the day to accomplish everything we need to do. And stay sane. During a single business day, you may feel like you’re being pulled in a million different directions. On top of everything else you have to do for your business, are you also the one who takes care of the bookkeeping? Is this something you would like to outsource? I can help.

Not only can I help you with your books, I can go one step further and provide you with comprehensive reports on the financial health of your business to identify where there is room for improvement.

Improvement = more money in your pocket.

I am QuickBooks Certified and ready to help you conquer this aspect of your business so you don’t have to worry about it. Let someone else handle the tedious so you can focus on more vital responsibilities to grow your business. 

Available Services

I offer several different options and levels of bookkeeping assistance:

Clean-Up – Are your books a huge confusing mess? Have you been going along entering transactions just crossing your fingers and praying you’re doing it correctly? And hoping against hope that everything balances out? And then it doesn’t. And you have no idea how to go about fixing the mess you’ve made? Need some help?  

Catch-Up – Have you been spending so much time trying to GROW your business that you haven’t had a chance to keep up with entering all the financial data? Want to get caught up so you can run reports to actually see how all your hard work is paying off? Need help getting things caught up for quarterly taxes?

Monthly Bookkeeping – Do you have the day to day transaction entries under control for the most part and just want someone to make sure everything is entered correctly, balanced and accounted for in the proper manner each month? Would you like to have someone with a trained eye for bookkeeping to complete these more mundane monthly tasks so you can focus on the aspects of your business that you love? The reason why you started this adventure to begin with? 

Of course, there is always room to customize service. These are just a few basics we can start from.

Pricing

According to Salary.com, the median annual wage for a bookkeeping professional equates to about $3,456 per month. Add in taxes and benefits and you’re up to about $4,000 per month. Obviously, your investment in our relationship will be nowhere near this amount. But, I’m not cheap! In fact, I will venture as far to say I’m more expensive than most bookkeepers out there. Why? Because I will get results. I’m more than just a bookkeeping professional; I’m your ally.

Below is a basic idea of where you can expect the package pricing to start. Of course, we will customize it to your individual needs so that you are getting exactly what you need.

Clean-Up – Starts at $1200

Catch-Up – Starts at $800

Monthly Bookkeeping – Starts at $400/mo. There will be additional fees for initial set-up of your account, consult and training.

Each of these packages includes the following:

  • Categorize up to 50 transactions per month
  • Reconcile statements for up to two accounts (checking, savings, credit card)
  • Record and depreciate fixed assets, if necessary
  • Prepare quarterly financial statements (Balance Sheet, Income Statement (P&L), and Statement of Cash Flows)
  • Annual Reports for Tax Prep
  • Monthly virtual meeting (up to 1-hour in length)
  • Monthly subscription to cloud accounting software

Add-On Services (additional software subscription may be necessary)

  • Accounts Receivable Management/Invoicing
  • Accounts Payable Management
  • 1099 Preparation
  • Consulting/Training

A little about me

The choice to be a work-from-home mom wasn’t easy, or rather, I should say it wasn‘t made lightly.  I loved my job and I love to interact with people. But being home with my girls while they are growing up and being present for their milestones was definitely more important.

So what did I do pre-kids? I spent 16 years in the traditional workforce – 13 years as a meeting planner, both in the medical field and for a national association, and then 3 years as a Medical Secretary in a very busy fertility practice. I understand the importance of details. I THRIVE on details and organization. Some would say it’s my passion. My family likes to tease that I am the Queen of Spreadsheets.

So yes, I am a very focused and driven person, but I also understand the importance of balance in life. That’s why I chose to be a Virtual Bookkeeping Professional. Helping business owners with their books enables me to relieve some of their burden and gives me the chance to do something organizational and tasky, which I love, all while still keeping the majority of my days open for raising my girls. It’s a win-win, really.

Fun Facts:

  • My husband and I met in Kindergarten, lost touch, and reconnected in our late 30’s.
  • I have two beautiful daughters, Hazel and Vivian, and I’m thrilled that I get to be a stay-at-home-mama with them!
  • The idea of plants growing gives me the heebie jeebies. I especially can’t watch time-lapse photography of plants growing – shivers up my spine. Weird. I know.

Free Consultation

Please send me a note if you’re interested in a free consultation.