I analyze financial information and prepare financial reports to determine and maintain assets and liabilities; creating profit and loss statements, balance sheets, cashflow reporting and other financial activities within an organization.

 Accounting/Bookkeeping with Business Consulting Plans 

**Business & Personal Taxes NOT included 

Monthly Plan 

– Simple Online Plan $425 

Package includes 

Once a month: 

Very small businesses/Early Startup’s 

Bank Reconciliation (1 bank account) 

Confirm balance Sheet & Income Statement 

Confirm Invoice & payments 

No Payroll 

Less than 50 G/L entries 

1 ½ - hours total Annual Business Consulting 

– Standard Package $750 

Package includes 

Once a month: 

Bank Reconciliation (2 bank accounts) 

Credit Card Reconciliation (1 card statement) 

Confirm balance Sheet & Income Statement 

Confirm Invoice & payments 

Confirm monthly Cashflow 

No Payroll 

Under 1,000 G/L entries 

1 ½ - hours total Annual Business Consulting 

– Essential Package $1,450 

Most Popular/Best Deal 

Package includes 

Bank Reconciliation (2 bank accounts) 

Credit Card Reconciliation (2 card statements) 

Create Balance Sheet 

Create Income Statement 

Create monthly Cashflow 

Create Annual Budget 

Payroll Reconciliation (After-the-Fact ONLY) 

Year-End Closing of Books 

1 - hour total Monthly Business Consulting 

– Premium Package Call for Pricing 

This is a Custom Package includes: 

Bank Reconciliation (4+ bank accounts) 

Credit Card Reconciliation (2+ card statements) 

Loan Reconciliation (2+ Loan accounts) 

Create Balance Sheet 

Create Income Statement 

Create monthly Cashflow 

Create Annual Budget 

Create Monthly Budget vs Actual Reporting w/notes 

Payroll Services 

Year-End Closing of Books 

Business Tax Return (State & Federal) 

– Annually Business Consulting 

promo video: https://youtu.be/zqHccETJRrw