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Services & Pricing

Services

Whether you know exactly what your needs are or have no idea where to start, I'm here to help. I provide services customized and tailored to meet your business and/or personal needs. These services include, but are not limited to the following:

Personal Services

  • Budget Creation, Tracking, Analysis, and Projections

  • Bank & Credit Card Reconciliation

  • Personal Financial Statements

  • Bill Pay

  • Communication with and preparation of accounts for tax preparer

Small Business Services

  • Bookkeeping / Transaction Maintenance

  • Bank & Credit Card Reconciliation

  • Customizable Monthly, Quarterly, & Yearly Reports

  • Revenue Tracking

  • Customer Invoicing & Bill Pay

  • Tax Organizer/Document Prep

  • Form 1099 Reporting 

  • Template Creation

  • QuickBooks Setup & Training

  • Communication with CPA, tax preparer, auditor

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Pricing

Pricing

I offer competitive rates with both fixed and flexible fee structures, including discounts on QuickBooks subscriptions.

Please contact me for a consultation to receive a quote.

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