*Book a discovery call or meeting with me so we can determine if we’ll be a good fit to work together.

*Start or take over QuickBooks file

*Organize & input existing transactions to current date

*100 Transactions

*1-3 Accounts

*Download & categorize monthly transactions into QuickBooks

*Email monthly financial statements to client

*Monthly correspondence regarding financial status

*Serve as liaison between client & accountant throughout year

*Customized quaterly packages available for small businesses

*Bigger packages offered for high volume businesses

*Optional Add-ons: invoicing, bill pay, or basic adminitrative services (scheduling, data entry, and email monitoring)