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The Details
Forest


Harmony in the Essentials
Starts at $400/month 

  • Categorizing all business transactions for Maximum Tax Savings

  • Monthly Bank Reconciliations for all Accounts

  • Quarterly & Year-End Financial Reports 

  • Quarterly Zoom Call or Loom video recording to review reports (30 minutes)

  • Ongoing Email Support

  • All work is managed virtually

The Calanques


Path to Prosperity
Starts at $550/month 

  • Categorize all business transactions for Maximum Tax Savings

  • Monthly Bank Reconciliations for all Accounts

  • Payroll Processing 

  • Monthly Bill/Vendor Payments

  • Monthly Budget

  • Monthly & Year End Financial Reports

  • Monthly Zoom Video Call or Loom video recording to review reports (30 minutes)

  • Ongoing Email Support

  • All work is managed virtually

Sunset
Sunset


 Expansive Abundance
Starts at $750/month 

  • Categorize all business transactions for Maximum Tax Savings

  • Monthly Bank Reconciliations for all Accounts

  • S-Corp Accountable Plan Management

  • Payroll Processing (using an outside payroll company such as Gusto)

  • Monthly Bill/Vendor Payments

  • Sending Invoices 

  • Monthly & Year End Financial Reports

  • Monthly Zoom call or Loom video recording

  • Email support

  • All work is managed virtually

Sea Shore


From Chaos to Clarity 
VIP Day Experience
Starts at $500/VIP Day

  • Best for clients who are ready to focus on their financials and budget for one day a month

  • Discounts are given for purchasing multiple VIP Bookkeeping Days together (3, 6, or 12 months bundles available)

  • You will need to be available for the day that you choose

  • All work is managed virtually

  • Your commitment secures my full day exclusively dedicated to managing your business books with the utmost efficiency. By staying actively engaged and responsive, you can expect to attain one of these exceptional sets of results:

Monthly Bookkeeping Day: $500/VIP day​

  • Categorize all business transactions for Maximum Tax Savings

  • Bank Reconciliations for all Accounts

  • Financial reports provided 

  • Zoom wrap-up call or Loom recording reviewing your financial reports

  • Voxer or Slack access throughout the day

An Accounting Software Set-up: $500/VIP day

  • A Customized Chart of Accounts

  • Voxer or Slack access throughout the day

  • 1-hour Zoom training

  • Email support for 30 days

Current year-to-date Bookkeeping Catch-Up: Varies

  • Categorize all business transactions for Maximum Tax Savings

  • Bank Reconciliations for all Accounts

  • Financial reports for each month 

  • Voxer or Slack access throughout the day

Sea Shore


From Chaos to Clarity 
VIP Day Experience
Starts at $500/VIP Day
 

  • Best for clients who are ready to focus on their financials and budget for one day a month

  • Discounts are given for purchasing multiple VIP Bookkeeping Days together (3, 6, or 12 months bundles available)

  • You and all partners will need to be available for the day that you choose

  • All work is managed virtually

  • Your commitment secures my full day exclusively dedicated to managing your business books with the utmost efficiency. By staying actively engaged and responsive, you can expect to attain one of these exceptional sets of results:

Monthly Bookkeeping Day: $500/VIP day​

  • Categorize all business transactions for Maximum Tax Savings

  • Bank Reconciliations for all Accounts

  • Financial reports provided 

  • Zoom wrap-up call or Loom recording reviewing your financial reports

  • Voxer or Slack access on the VIP day

​

Save $25 a month when you

book multiple months in advance!

Accounting Software Set-up: $500/VIP day

  • A Customized Chart of Accounts

  • Voxer or Slack access on the VIP day

  • 1-hour Zoom training

  • Email support for 30 days

Current year-to-date Bookkeeping Catch-Up: Varies ​

  • Categorize all business transactions for Maximum Tax Savings

  • Bank Reconciliations for all Accounts

  • Financial reports for each month 

  • Voxer or Slack access throughout the day

Sunset
Image by Sam Goodgame


Shine Bright
One-Time or Add-On Services

  • Payroll Management and Processing $100/month

  • Bill Pay $100/month

  • Invoicing $100/month

  • Vendor Communication $25/month

  • Budgeting and Financial Planning $50/month

  • Managing receipts $50/month

  • Filling 1099s $25/contractor

  • Virtual Assistance Operations Support specific to your business needs

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