Quarterly Bookkeeping

Professional Review

You know that owning a business means lots of stuff has to happen behind the scenes and in the back-end, but when it comes to bookkeeping, you’re totally overwhelmed.

You’ve got your Quickbooks or Xero account set up, but you dread dealing with your bookkeeping. You’ve been putting it off for weeks (or more!) because you’re afraid to mess it up.

You don’t need to be an accounting expert just to own your own business.

You’re not quite ready to hire someone to do it for you, but you’re frustrated and need help from a pro.

You need someone to hold your hand, make sure you get it done, and to make sure you do it right the first time.

Bookkeeping doesn’t have to suck!

Imagine the weight off your shoulders when you know precisely what you need to do with your business books and how to keep up without losing your mind.

You know that you’re tracking everything correctly and you’ve got a professional looking over your shoulder at every turn.

You know exactly how much money you’re making and spending and how that stacks up against your business plans.

You’re excited to finally feel like a confident, serious business owner.

Do any of these sound familiar?

You’ve tried figuring out your bookkeeping, but you’re still worried that you’re doing wrong.
You’re not sure the best way to track your expenses so you can deduct them at tax time. Heck, you’re not even sure which ones you can deduct without setting off red flags for an audit!
You just want to be told what you need to do every month, quarter, and year.
You want expert advice, but you’re not ready to hire someone to do your bookkeeping yet.

This is where I come in!

I’ll help you feel confident that you’re doing the bookkeeping for your business correctly. You’ll learn exactly how to budget and calculate your estimated taxes. You’ll also get a professional review of your financial statements so you can stop feeling so unsure about your books and start feeling at ease.

As a result of your Quarterly Bookkeeping Professional Review

No more procrastinating—You’ll be motivated to take charge of your books, knowing you’ve got professional guidance and support along the way.
Save time! You don’t have to Google the answers anymore! More time for your client work means growing your business on your terms.
Feel confident that you’re tracking your sales and expenses the right way.
Know exactly what you need to do, when to do it, and understand why.
Start making smarter, data-driven business decisions.

The Quarterly Bookkeeping Professional Review includes:

Bookkeeping Software Review - This 60-minute call is our first step in customizing your bookkeeping to meet your specific needs. I'll ask some in-depth questions about exactly how you make and spend money in your business, and how you want to track it. After our call, I’ll hop into your Quickbooks or Xero (or other accounting system) files and make sure everything is setup correctly for your specific business so you can move forward with confidence.

"Never Forget A Date Again" Reminders - After the software review, you’ll immediately start receiving bookkeeping email reminders. Never worry about forgetting or missing an important bookkeeping date again! You’ll get reminders to reconcile your bank account, track your expenses, file your Federal Estimated Quarterly taxes, and so much more.

Personal email support - Access to a professional bookkeeper (me!) before and after your quarterly review.

Quarterly Review - With your bookkeeping software setup reviewed and the reminders programmed to keep you on track, we’re ready to review your quarterly financials.

I’ll double check how you’ve tracked your revenue and expenses, so you’re confident they’re classified correctly.
Go over your monthly and quarterly financial statements with a professional eye, looking for patterns, ratios, and insights into how your business is really doing.
Then we’ll schedule a call to walk through it all and answer any bookkeeping questions you have!

With a little guidance from a bookkeeping pro, you can finally take charge of your business finances with confidence!

One-time Initial Investment: $199 - software review and to start the bookkeeping reminders

Quarterly Investment: $299 each quarter

Ready to get started?

Step 1: Follow this link to answer a few simple questions about your business, schedule your software review call, and submit payment in full to reserve your spot (Software review and first quarter billed together).

Schedule my software review!

Step 2: A few days after our call, I’ll review your software setup, and email you some bonus business guides, including guidance on budgeting and tax calculations. You’ll also start receiving your bookkeeping reminders!

Step 3: When the next quarter ends, we’ll schedule our quarterly review call and take a deep dive into your books!