Customized Service Offerings


BUSINESS STARTER PACKAGES


THE GOLD STAR // $450

For when you and accounting just don’t get along!

  • I do the business registration and EIN number on your behalf.

  • You take the registration in to the bank of your choosing and open an account.

  • You'll also open a new PayPal and/or Stripe as needed.

  • I get your account up and running in Xero or the accounting software of your choosing

    • This includes setting up a chart of accounts

    • Adding your logo, address, and all other details so you have a fully functioning account!

    • Customization of email templates and invoices!

  • We’ll have an hour of training to cover how to maximize your software, answer any lingering questions, and handle your books like the badass you are!


THE DIY // $200

  • You do the business registration and EIN number (I'll send you the links and be here for questions).

  • You take the registration to the bank of your choosing and open an account.

  • You'll also open a new PayPal and or/Stripe as needed.


TRAINING PACKAGES


DIY BOOKKEEPING TRAINING // $450 per month

  • 2 hours of personalized training per month

  • We will cover everything you need to know as a business owner, including:

    • Top to bottom bookkeeping

    • Transaction categorization

    • Business budgeting

    • Your heart’s wildest dreams, like how to retire your spouse and take that sangria sipping vacation!


ONGOING SERVICE OPTIONS


QUARTERLY PLAN // $450/month with a 12 month commitment.

Includes:

  • Xero (or QBO) accounting software subscription ($30 monthly value)

  • Hubdoc subscription ($20 monthly value)

  • Quarterly estimated tax figures ($250 value)

  • Top to bottom bookkeeping (a total of 100 transactions per month or fewer) ($300 monthly value)

  • One 60 minute call per quarter to discuss strategy and goals (organization, budgeting percentages, write-offs, paying yourself, when to become an S-corp, and discounts on any add-on services) ($250 value)

  • “Accountant in your pocket” live Voxer support ($500 value)

  • Additional hours for consulting at 50% off the standard rate ($125 per hour, normally $250)

Total value $1497/quarter ($499/month)


MONTHLY FINANCE PACKAGES


STARTER PACKAGE // $850/month with a 12 month commitment
($1230.33 value per month if purchased a la carte)

  • Categorization of all transactions and invoice reconciliation ($300 value)

  • Quarterly estimated tax preparation ($250 value ($83.33/month))

  • Access to a paid membership group with ongoing business finance education ($47 value)

  • Xero accounting software subscription ($30 value)

  • Hubdoc Software Subscription ($20 value)

  • One, 60 minute call per month ($250 value)

  • “Accountant in your pocket” live Voxer support ($500 value)


GROWTH PACKAGE // $1500/month with a 12 month commitment
($1600.33 value per month if purchased a la carte)

  • Categorization of all transactions and invoice reconciliation ($300 value)

  • Quarterly estimated tax preparation ($250 value ($83.33/month))

  • Access to a paid membership group with ongoing training modules ($47 value)

  • Xero accounting software subscription ($30 value)

  • Hubdoc Software Subscription ($20 value)

  • One, 60 minute call per month ($250 value)

  • “Accountant in your pocket” live Voxer support ($500 value)

PLUS

  • 1099 preparation for contractors and entry into Xero/W-9 management and storage ($20/month)

  • An additional 60 minute call per month ($250 value)

  • Payroll processing/S-corp election setup ($100 value/month ($600/year+one time $600 for setup/election)


Ready to work together? 

Click below to schedule a free chat
(no strings attached!) or send me a message.

I can't wait to hear from you!

 
Name *
Name