To small business owners, freelancers, 10-99 contractors, and individuals.
I am offering my bookkeeping services. Issuing two major financial reports, profit and loss statement, and the Balance Sheet statement. Two meetings will be included every month. The first meeting will be at the start of the month and will be a 30 minute consultation, debriefing goals, setting up the account, and the demonstration. The other meeting will be at the end of the month and will be used to discuss financials and offer consultation. Please note these meetings cannot be made up, and the client must take initiation to schedule these meeting. Meetings will be on zoom, but in person meetings are available at this time, depending on your location. A surcharge might be issued for driving.
Records will be recorded on an accrual basis, but GAAP principles will not be applied. I
will be using quickbooks online, and I will need csv copies of checking statements. Print/PDF statements will be subject to an extra $50/month charge.
Rates and services are as follows:
$100/month(annually $1000) 1-3 accounts
$150/month(annually $1050) for 4-9 accounts
$185/month (annually $1085) for 10-14 accounts
Please note, these accounts can be investment accounts, savings accounts, checking accounts, money market accounts
I also offer the following ad ons,
- Business Consulting (including Sales, Legal Issues ie) $30/hr
-Keeping track of inventory, invoicing, and creating bills or purchase orders will be an extra 50% of the base charge, everything included with the surcharge
-Budgeting; 30% increase in the base charge and only the budget for the P&L statement will be provided
-Additional Reports On Quickbooks Online: Generating additional reports such as aging, inventory by sales, purchases by vendors, ie will be $5/every report. I will provide insight and analysis to every report.
-Other Data Collection And Data Analysis: Pricing Will Vary
- Other Legal Filing Paperwork: $30/file
- Training in QBO ( $30/hr) in person training will have a $30 fixed surcharge.
At the moment, I don't do payroll processing, I don’t make payments, deposit payments, collections, or tax filing. However, I have the option of hiring me as an accountant that can perform all these tasks. But rather than charging per item, I charge by the hour.
About Me: I have previously worked in private accounting, mostly in bookkeeping and accounts receivable. I have about 5 years of total accounting experience. I am a quickbooks online certified advisor. I have an MBA degree from Santa Clara University, and a Bachelors of Science Degree At UC Davis.
Why Do Business With Me:
Save money with me, rather than hiring an accountant who you have to pay competitive wages, get what you need done for the cheapest rate possible. Understanding how much you made, saved, and spent is important to plan for retirement, planning, and filing taxes.