Monthly Service Packages
Monthly packages are either done-FOR you or done-WITH you. Some packages may be modified or combined based on your needs.
Done-FOR-You
- monthly bookkeeping*
- monthly advisory services (financial and operations)
- diagnostic review
- catch-up & clean-up
- reporting & analysis
- custom spreadsheets
Done-WITH-You**
- monthly bookkeeping*
- custom business tracker***
- monthly reporting
- training
(software used: QuickBooks Online, Wave Accounting, Google Sheets, Microsoft Excel)
*Bookkeeping packages include: categorization of transactions, bank account reconciliations, monthly reporting (profit & loss statement and balance sheet.) Additional services, advisory, and analysis are available.
**Done-with-you packages include: training, check-ins, guidance, accountability, and support so you can do the day-to-day activities.
***The Custom Business Tracker is a spreadsheet solution for those with simple bookkeeping needs. Click here for more information.
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