Starting at $350/month*

This is for you if...

• You're tired of tracking your own numbers.
• You lack confidence in your bookkeeping skills.
• You want a trusted bookkeeper to manage your business finances. 
• You declare that you didn't go into business to worry about your own bookkeeping.

Includes:

• Xero subscription with Hubdoc (receipt management software) 
• Categorization of revenue & expenses to help you see what your cash is doing
• Monthly bank and credit card reconciliations
• Monthly Financial Reports that show your monthly & year-to-date numbers
• Monthly recap emails summarizing your numbers in an easy-to-understand format
• 1:1 chat support within a secure client portal
• Partner with your CPA or tax accountant for stress-free tax seasons

_{*If your books need to be set-up, cleaned-up, or caught-up, there will be an additional one-time fee.}

Pricing starts at $750

This is for you if...

• You're tired of neglecting your business numbers.
• You're ready to say goodbye to spreadsheets and enter the world of automation.
• You're confident that you can DIY your own bookkeeping but just need to set a solid foundation.

Includes:

• Account set-up in Xero*
• Connecting all applicable business bank accounts and credit cards
• Customizing your Chart of Accounts (income and expense categories)
• Two (2) one-hour bookkeeping trainings over Zoom (additional $75/hour for additional trainings)
• Unlimited chat support within a secure client portal for one month following the training

_{*You will be responsible for the monthly Xero subscription fee.}

Pricing varies depending on support needed

This is for you if...

• You're unsure about the accuracy of your bookkeeping.
• Your bookkeeping is behind schedule.
• Your bookkeeping is a complete mess.
• You're confident that you can continue to DIY your own bookkeeping but just need a professional refresh.

Includes:

• Reviewing & assessing your current books* (if you do not currently have books, set-up in Xero will be added**)
• Customizing your Chart of Accounts (income and expense categories)
• Categorization of all incoming and outgoing transactions
• Reconciliation of all business bank accounts and credit cards
• Providing financial reports for the catch-up/clean-up period
• Answer any questions you may have and decide what the next best steps are

_{*While we enjoy a good clean-up, please keep in mind that if your books are too messy, it may be more time-efficient and/or cost-efficient to start from scratch.}

_{**You will be responsible for the monthly Xero subscription fee.}

• Sales & Use Tax Filing

  • Sales taxes vary from state to state. If you sell tangible goods, you are most likely required to report, collect, and remit sales taxes, including when:

    • you have a brick and mortar location, and/or
    • you sell to customers located in a state where you have nexus

    There is no simple answer that fits all businesses. Sales tax is based on your individual business, and we can help make it easy to understand and report!

• 1099 Filing

  • If you pay independent contractors, you must file a Form-1099 to report payments of $600.00 or more in a tax year that were paid via check, ACH, wire transfer, Venmo, CashApp, Zelle, or Paypal friends and family.

    The deadline to file is January 31st of every year.

• Accounts Receivable

  • Accounts Receivable is any amount of money that your clients owe you for any goods or services they purchased.

    If you need assistance with invoicing your clients or collecting payments from your clients, we can help!

• Accounts Payable

  • Accounts Payable is any amount of money that you owe for any goods or services received.