Bookkeeping Services
Every business is as unique as their business owners.
I customize services to fulfill your specific needs so you don’t pay for unnecessary services or miss out on something that will help you.
Base Packages include at least:
Xero/QBO Business Subscription ($360+ yearly value)
Two synced accounts (bank, credit cards, other)
Up to 75 total transactions/month entered
Monthly reconciliation of accounts
Standard financial statements (Income Statement, Balance Sheet, Statement of Cash Flows)
Unlimited Email support
A monthly video session to review your financial statements to provide proactive advise and/or strategic planning
No contract (30 days notification prior to cancellation)
Prices start at $350/month and is 100% tax-deductible.
See What Others Are Saying About Transform Your Books on the About Page!
Add On Services
Accounts Receivable
Track what is owed to you and be able to generate reports of outstanding collections to ensure maximum revenue collection potential.
Catch Up/Clean Up Work
Behind on your books? No problem! I can get your business up to date.
Accounts Payable
What do you owe? Do you need to cut expenses? Can you afford to buy that new piece of equipment that you want? You will be able to track this information and understand where your money is going and assess how it can be best used in your business.
Budgeting
It takes discipline – changing old habits and adopting good ones. It takes consistency but you will reach your business goals and will be able to overcome obstacles that will come your way.
Additional Bank Accounts/Transactions
Don’t let the number limit you – you can still use a virtual bookkeeper
Benchmarking
You work hard, but are you working smart? See how you size up against the competition.
Schedule a free 1-hour consultation today and find out how Transform Your Books can change your business.