What This Service Is
Ongoing bookkeeping designed to keep your business's financial records accurate and current, month after month. This service maintains reliable monthly financial records and reporting, so you always know where you stand.
When You Need This
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You're tired of guessing where your business stands financially
- Your reports are late, confusing, or don't match your bank balance
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You want consistent, reliable numbers without doing it yourself
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You're ready to stop reacting and start planning
What We Do
01
Weekly categorization of new transactions
02
Monthly reconciliation of all accounts
03
Monthly financial report compilation
04
Virtual filing of bank statements, reconciliation reports, and financials
05
Year-end preparation for tax filings
06
Annual and bi-annual 1099 support
07
Annual Corp/LLC report filing
08
Access to Open Office Hours with Chelsea Williams, Chief Financial Architect
You are the right fit if...
You are in your first few years and you want to build it right from the start - not spend year five cleaning up what you let slide in year two.
You have been growing and you know your books are not keeping up with your business. You are ready to stop being the bottleneck between where your revenue is and where your understanding of it is.
You are established and profitable and you have realized that "profitable" and "in control" are not the same thing. You want to actually know your numbers - not just be told they look fine.
You are established and profitable and you have realized that "profitable" and "in control" are not the same thing. You want to actually know your numbers - not just be told they look fine.
This Is For You If You've Thought
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"I don't actually know if I'm making money some months."
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"My reports show up whenever, if they show up at all."
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"I want someone who actually explains what I'm looking at."
Questions Before You Get Started
What if my books are currently behind? That's what Backwork is for. I'll get you caught up first, then move you into Monthly Accounting to keep you current going forward.
How is this different from just using accounting software? Software records the data. I make sure it's recorded correctly, reconciled, and explained, so the reports actually mean something when you look at them.
Do I get to talk to you directly, or just receive reports? Both. You'll get monthly reports, plus access to my Open Office Hours to ask questions directly.