In need of some basic accounting services?
If you're seeking a more robust accounting service than what a data-entry-focused bookkeeper can provide, look no further!
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My recurring accounting services take you beyond simple cash receipts and expense payments.
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Imagine being able to have financial data that is not only timely and accurate but also provides a deeper insight into your financial health, allowing you to make better decisions on running your business.
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Whether you're looking for small business accounting or scaling up to a Fractional Controller, my services come at a fractional rate without skimping on quality.
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When we partner together, you have the opportunity to benefit from these services:
* Accrual-based accounting (recognizing income and expenses when earned/used)
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* Budgeting, forecasting, budget variance analysis, and other financial analyses
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* Highly detailed reconciliations (balance sheet accounts, physical inventory, etc) and recommendations on resolving discrepancies
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* Cash management and cash flow projections
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* Constant evaluation of financial and legal compliance
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* Knowledge to oversee payroll, business regulations, audits, insurance and banking requirements, and income tax preparedness
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* Peace of mind that you will be notified timely of discovered non-compliance, audit risks, and possible income tax implications.
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* A partner to discuss strategies and financial variables with in order to stay vigilant in planning and forecasting
Accounting Assessment
Flat-rate, starting at $250
All new accounting clients are required to complete an accounting assessment first. This engagement ensures that we both have a clear understanding of your current situation.
From this, we can build an effective plan for going forward, which can include project-based catch-up or clean-up work, recurring monthly services, or both.
Scope of Work for Accounting Assessment,
to be completed within 2 weeks:
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Review Client’s current records, such as:
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Accounting software/records
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Other applicable software (IE: payroll, POS, online bookings)
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Source documents (IE: receipts, statements)
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Reporting documents (IE: tax returns, sales and use tax remittances)
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Evaluate Client’s current situation and communicate with Client on items needing further clarification
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Provide client with full assessment of current situation:
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Compliance: what items are not, or may not be, in legal compliance
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Execution: what items are not, or may not be, getting handled timely and efficiently
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Accuracy: what items are not, or may not be, reflected/calculated correctly
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Other: items in question that will need to be addressed
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Provide client with agreement for subsequent services, based on assessment
Subsequent Accounting Services
Scope of services and accounting assessment will determine pricing structure:
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Hourly projects, starting at $150/hr
Small Business Accounting, starting at $600/mo
* Typically < $2m in annual gross revenue
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Fractional Controller, starting at $3,750/mo
* Typically $2m+ in annual gross revenue
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