Services

Financial
Operations

Our core service is running financial operations for your business. Pricing is a monthly retainer calculated based on the size and complexity of your business finances. Financial operations includes:

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Bookkeeping
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Tax filing
  • Categorize transactions weekly.
  • Reconcile accounts to bank statements monthly.
  • Provide financial statements monthly.
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Proactive tax strategy
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CPA on call
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Data tracking
Get a Quote for Financial Operations

Projects

Have a question for your CPA but can't get a clear answer? Or need some assistance cleaning up a financial mess? I would love to help! Just reach out and let me know what is going on. Some common services I perform are:

  • LLC spin-up: $3,000 (File with the state; apply for EIN; create and setup business email, Quickbooks, and payroll; file BOI report; train you on systems)
  • Owner payroll setup with S Corp election: $1,000 (Set up payroll system, file S Corp election, and determine reasonable salary to reduce self-employment tax)
  • Quickbooks clean-up: $200/hr (Clean up messes in the books and optimize your QBO instance to automate 90% of your bookkeeping moving forward)
  • Address specific tax or accounting questions: $200/hr (Start with a free consultation and then meet to solve whatever financial issues are plaguing you)
Tell me about your project
Take the first step to control your business finances
If you want financial systems that make your life easier and help you stay ahead of the curve in your business, we should chat.
Schedule a call
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