Frustrated that your bookkeeping feels more like damage control than strategy?
We’re a full-service bookkeeping and enhanced accounting services.
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DYI Lounge
Bookkeeping
We offer subscription-based, structured spreadsheets that help you easily track your business income and expenses (Profit & Loss) at your own pace. This way, you can stay organized and prepared for tax season. Additionally, we check in with all members monthly and are always available to answer any questions that may come up along the way.
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Basic
Bookkeeping / Catchup
The services included in this package are:
- Recording daily transactions (income & expenses)
- Bank and credit card reconciliations
- Receipt and document organization
- Chart of accounts setup tailored to your business
- Monthly financial statements report (Profit & Loss, Balance Sheet, Basic Cash Flow)
Pricing varies depending on the number of transactions, as well as the use of bank & credit cards, as outlined below.
To get started, scheduling a video call with me or simply give me a call.
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Advance, Payroll & Contractor Add-on
Bookkeeping Plus
Take your bookkeeping to the next level with our add-on services tailored for growing businesses. Whether you’re an LLC, S-Corp, or C-Corp managing payroll for employees or 1099 contractors, we’ve got you covered with reliable payroll processing, time tracking, sales tax filing, accounts receivable and payable management, and inventory tracking. These tools help you stay organized, compliant, and focused on running your business — while we handle the details behind the scenes.
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Customize
Customisable Bookkeeping, Accounting & Financial Planning
We will work with you to create a customizable accounting system from start to finish to help you achieve your financial goals.
DYI Lounge
Do-it-Yourself – Bookkeeping for Tax ready
$129
Paid Monthly
✓
Guidance & Quarterly Review with my Team
✓
Revenue Spreadsheet
✓
Expense Spreadsheet
✓
Monthly Section Zoom Call for all members, plus private call if requested
Basic
$299
Paid Monthly
✓
2 Accounts (Checking & Credit Card)
✓
up to 100 Transactions (Sales, & Expenses)
$499
✓
3 Accounts (Checking, Saving and Credit)
✓
up to 200 Transactions (Sales, Expenses, Assets & Inventory sales & purchase)
$999
✓
5 Accounts (2 Checking, Saving, Investment, and Credit)
✓
up to 500 Transactions (Sales, Expenses, Assets & Inventory sales & purchase)
Advanced
For Constructions, Salons, Retails, E-commerce businesses
$999+
Paid monthly
✓
Manage AR & AP
✓
Perpetual Inventory
✓
Quickbooks Payroll process / 3rd party integration.
✓
QuickBooks Time tracking
✓
Sales Tax Filing (Monthly/Quarterly)
✓
Included Basis support
Accounting Analysis & Financial Strategy
For established businesses
$2,999+
Paid monthly
✓
Basis & Advance Analysis
✓
Cost Reductions
✓
Profitability & Product Life Cycle
✓
Create Financing Strategy, Connecting with Lenders
✓
Cash Flow Management
✓
Financial Planning