MONTHLY BOOKKEEPING SERVICES

PACKAGE DETAILS

I am committed to delivering exceptional bookkeeping services, tailored to meet the specific needs of your business.

INVESTMENT

By investing in this package, you'll gain access to expert financial oversight, ensuring accurate and up-to-date financial records that are essential for informed decision-making and strategic planning.

SERVICE

Our package offers a comprehensive suite of services tailored to small businesses and entrepreneurs looking to streamline their financial processes and gain a clearer insight into their financial health.

OUTCOME

Through diligent tracking and categorization of transactions, along with bank reconciliations, you'll have a real-time view of your cash flow, enabling better management of your resources.

ONBOARDING STEPS

Our goal is to simplify your financial processes and ensure your business’s financial health is in the best hands.

KICK-OFF MEETING

Schedule a kick-off meeting to review the onboarding process, confirm understanding of the scope of work, and clarify any final questions.

SIGN ENGAGEMENT LETTER

This document outlines the terms of our service, confidentiality, and payment terms. Submit your payment via your preferred method, such as online payment, bank transfer, or check.

ONBOARDING DOCUMENTATION

Collect necessary documentation from the client, including access to their accounting software, previous financial statements, tax returns, and any other relevant financial documents.

PROJECT STAGES

The initial review of your financial records by your dedicated bookkeeper will guide the bookkeeping plan and timeline.

CLEANUP OR CATCH UP

Begin the cleanup of existing bookkeeping records to correct any discrepancies and ensure accuracy.

FIRST MONTH'S BOOKKEEPING

Execute the first month's bookkeeping tasks, including transaction recording, bank reconciliations, and financial statement preparation.

FINANCIAL REPORT

Deliver comprehensive financial reports, including profit and loss statements, balance sheets, and cash flow statements.

What's Next? Monthly Maintenance: Each month follows a similar structure, with ongoing bookkeeping maintenance, monthly reviews, and the delivery of financial reports.