Basic Advisory Package


For those who only require guidance and an extra set of eyes as they progressively improve, my hourly rate is $70. People who want to handle it themselves but need a professional to make sure that every transaction is properly categorized have asked us questions. I'm willing to work with you because I know that starting a business can be difficult financially.

For the growing small business

$585.00/month and up

✓ (Up to 250 Transactions)

✓ Bank Reconciliation

(2 Checking, 1 Saving, 1 PayPal)

✓ Credit Card Reconciliation 

(up to 3 Accounts)

✓ Monthly Reports

Prepare Balance Sheet and Profit & Loss Statement

✓ Monthly Client Support

Email/Phone and Client Meet-Up (Once Monthly)

✓ Reconciling State Sales Tax

✓ Entering Principal and Interest for any Loan Payments

✓ Updating Industry Specific Reports as requested by the Client 

✓ Reviewing A/R for Overdue Accounts and Emailing Reports, if needed

✓ Year-End Tax Package

Note: Remote Pricing using Xero QuickBooks Online Product

$1,200.00 per month

Get in Touch

How Can I Help?

Please fill out the contact form to schedule a meeting with me. I will be in touch with you soon.