Services
Monthly Bookkeeping
- Data entry for day to day transactions
- Bank and credit card reconciliation
- Preparation of financial statements
- Financial reports sent monthly
- Sales tax reconciliation and filing
- Communication and collaboration with your accountant
Catch Up/ Clean Up
For when your books are behind or a mess
- Assess current financial records and bookkeeping
- Review/ adjust chart of accounts
- Categorize/ reclassify transactions
- Reconciliation of each month to date
- Provide up to date financial reports
- Communication and collaboration with your accountant
Bookkeeping Consultation
For when you want to keep bookkeeping in-house but want to ditch the guesswork. Or maybe you have just started your business but aren't sure where to start. I am happy to answer all your bookkeeping and accounting questions.
- 60-minute phone call
- One week of email support for any follow up questions and guidance
Bookkeeping Set-up
For when you are new to Xero or switching over from
another software and need guidance.
- Set up Xero account
- Customization of Chart of Accounts
- Bank and credit card integration set-up
- Payroll, invoicing and billing integration set-up
- One week of email support for any follow up questions and guidance