21st Century Services
For Equine Professionals
Virtual Financial Services
Professional Bookkeeping
Accounting Software Onboarding and Setup
Historical Financial Record Cleanup and Catch Up
Receipt & Document Management
Transaction Monitoring, Review, and Classification
Loan Tracking
Bank Reconciliations
Fixed Asset Tracking
Invoicing
Payroll
1099 Contractor Management and Filing
Assisted Bill Pay
GAAP Compliance and Accrual Accounting
Financial Statement Reporting (in terms you understand!)
Track and Project Key Performance Indicators
QuickBooks Online Training
A full set of financial reports including the Balance Sheet, Income Statement, and Statement of Cash Flow will be prepared on a monthly, quarterly, and yearly basis.
Based on your business’s needs, we will track and analyze the key financial metrics to gauge your business’s financial health.
From this compilation, we can then determine a plan of action for moving forward to improve your business activities and maximize your bottom line.
Basic Quarterly Services
Starting at $300/month
Perfect for new businesses and start-ups within the first 1-2 years of business
Account setup and monthly subscription in QBO (cloud-based accounting software)
Up to 50 transactions per quarter
Monthly tracking, classifying, and reconciling of up to 2 bank/credit card accounts
Full set of quarterly financial reports (explained in terms you understand!)
Unlimited email support
Up to 1 hour per quarter of phone/video support conference OR recorded financial statement presentations
NO CONTRACT (30-day cancellation notice required)
Cleanup fee varies based on historical records and needs
Standard Monthly Services
Starting at $500/month
Ideal for small businesses that are already established.
Account setup with QBO (Quickbooks Online cloud-based accounting software) + Hubdoc subscription (receipt/invoice upload and document storage)
Monthly tracking, classifying and reconciling up to 3 bank/credit card accounts
Up to 75 transactions per month
Full set of monthly financial reports (always in terms you can understand)
Unlimited email support
Up to 1 hr/month of phone/video conferencing support
NO CONTRACT (30-day cancellation notice required)
Cleanup fee varies based on historical records and needs
Premium Monthly Services
Fee Varies
We work with all-size businesses! Whether you are a startup or a multimillion-dollar company, we are here to help YOU achieve your goals. Of course, with more transactions and cash flow, the monthly fee will be higher.
Our fees are based on the unique needs of your business and can range anywhere from $400 to $3,000 per month for large and established clients. This depends on additional services you may need:
Loan Tracking
Quarterly Tax Reminders
Budgeting or Benchmarking
Invoicing
Assisted Bill Pay
Payroll
1099 Contractor Management
Cleanup fee varies based on historical records and needs
By investing in a relationship with me, you aren’t just gaining a bookkeeping professional and pristine financial records, you are gaining an ally.
Can't afford monthly bookkeeping?
Try our bookkeeping solutions for startups and small businesses!
DIY Bookkeeping Membership
Get Set Up for Success
Checklist for Monthly Bookkeeping
Guides and Printouts
Tips and Tricks of the Trade
What NOT to Do
Real-Time Course Content Updates
Monthly Questions of the Month Sessions
Setup/Cleanup Services
Correct QuickBooks Online Account Setup
Reduced Manual Data Entry
Catchup/Cleanup of your Transactions
Customized and Optimized Chart of Accounts
Optional QBO Training or Course Membership
Additional Solutions
Incorporation Services
LLC Filing
Registered Agent Services
Corporate Compliance
