I’m not your parent’s accountant. When you hire me, you will be treated with care during every step of the process.
The first thing I will do is setup a free consultation telephone call with you that will help us better define the services you need. We’ll go over what sources of income and expense you have (PayPal, Etsy, eBay, etc.) and create a plan for delivering me your information. If you choose to have me review the bookkeeping you’ve done, I’ll need access to the accounting program you’re using, or the Excel file that you use. I’ll make a list of suggested changes (if any) and you’ll get the accountability you need to keep up with the bookkeeping.
I offer three different options for bookkeeping. A very hands-on all-inclusive option, a DIY option which includes and online course, and a bookkeeping review that oversees your preparation and advises on steps you need to take. Details and prices for these services are included below:
Your DIY bookkeeping resource. This course covers how to set up your business, explanation of sales tax and self-employment tax, how to set up a usable bookkeeping system, how to pay yourself and others, and common tax deductions and how they work for your business. You have lifetime access to the content so you can refer back to a topic as you work.
BONUS: Access to a private Facebook group to ask questions as you work through the lessons.
You like to do your own bookkeeping, but sometimes it’s nice to have a pro look over everything and give you peace of mind that you’ve been doing things right. I will review categories assigned to transactions, reconcile all linked accounts and give you a list of recommended changes.
Get back to doing more of what you love and focusing on the fun part of your business. A bookkeeper from my team will import your transactions via bank feeds, categorize income and expenses, and reconcile the linked accounts. I will personally review the bookkeeping each month so you’ll have two sets of eyes on your books, making sure things are done correctly.
Base price includes: Reconciliation of 2 accounts, Xero, Wave or Quickbooks Online software, phone and email support
Looking for an all-inclusive tax and bookkeeping solution?
My Virtual CFO service may be the perfect fit for your business!
How much does this stuff cost?
I LOVE working with all of you creative people and seeing your businesses flourish in front of my eyes. Like you, I am also a small business – I do not have a lot of the overhead that many of the large organizations have so I am able to set very competitive rates. If you have any questions regarding the rates listed below or would like me to elaborate on what each service includes, please contact me.
Be Your Own CFO
$ 296Annual Access
- Lifetime Access to Online Classroom
- Easy-to-Understand Guides and Checklists
- Private Facebook Group
- Monthly Q&A
- Discount on Tax Preparation by Amy Northard, CPA
$ 150Estimated Per Month
- Review of Bookkeeping
- Client Categorizes
- Accountability to Keep Your Bookkeeping Up to Date
- Reconciliation of 2 Accounts
$ 250Estimated Per Month
- Full-Service Bookkeeping
- Accountant Categorizes Bookkeeping Entries
- Assistance with Budgeting
- Reconciliation of 2 Accounts
How do I get started?
I’m so excited you have found me, and I can’t wait to start working with you! To get started, all you need to do is click the “Let’s Get Started” button. This will take you to an online form with a few quick questions that will help me get a picture of your business. If you prefer to send me an email, you can do so at firstname.lastname@example.org. I’m looking forward to talking with you!