Small Business Plan $500 a month

Tax Planning

No more surprise tax bills! We can help you determine how much to contribute each quarter so at the end of the year you will owe almost no money.

Private Slack Team

Slack is a communication app that greatly reduces the need to use email. Receive quick responses to your questions and have all of our conversations in one place. No more sending multiple emails for one discussion.

Monthly Bookkeeping

Have your accounts reconciled every month giving you an accurate picture of how much money you actually have.

Receipt Management

The government requires businesses to keep track of their receipts as proof of purchase. Your receipts will be attached in Quickbooks to the transactions. In the case of an audit, you will have proof that money was actually spent on the business.

Monthly Meeting

Meet with your bookkeeper at the end of every month to go over the financial statements and discuss the financial health of your business. This meeting will take place using Zoom conferencing technology.

Monthly Reports

At the end of each month you will receive an income statement, balance sheet, and statement of cash flows.

Is This the Right Plan for Me?

Is your business bringing in $100,000 to $200,000 in yearly revenue?

Are you okay with your books only being updated every month?

Are you looking for ways to reduce your tax obligation at the end of the year but don’t need payroll or your taxes filed?

If you answered yes to these questions this plan is for you!

Unlimited Email and Phone Support

Feel free to email or call me whenever you have questions. We will promptly reply to any of your questions within 24 business hours.

Free QuickBooks Subscription

Your plan includes a free QBO subscription. You will be able to log in at any time to check the status of your finances.