BOOKKEEPING & TAX SERVICES FOR CREATIVE AGENCIES & SERVICE PROVIDERS
TAKING YOU FROM HERE
“I know I’m making money but, at the end of the month, I don’t know where it’s gone!”
“I’m just so busy I don’t even want to deal with it”
Spending long evening hours inputting your numbers and second-guessing how to categorize your expenses
TO HERE
Customized financial reports to clearly see that cash flow; helping you know where to cut and concentrate time to make $$
More time in your pocket to work with clients, head CEO tasks, and take MUCH-NEEDED rest
Peace of mind knowing that a trained professional is taking that task off your plate so you don’t have to worry about it anymore
SIGNATURE SERVICES
MONTHLY BOOKKEEPING
Bookkeeping for established businesses ready to put more time in your pocket and help avoid the tax-time scramble
WHAT’S INCLUDED?
–recording and categorizing transactions so you know exactly how you’ve performed and can maximize tax deductions
-bringing in data from your payment processors (ex. Stripe and Square) so all of that info is in one place
-completing monthly reconciliations on a regular basis to double-check for accuracy
-financial reports sent to you by the 15th of the following month for peace of mind
-a monthly strategy call to dive deep into your financial reports so you are confident in your numbers
-unlimited phone/email support
Investment starting at $299/month
ADD-ONS
ASSISTED PAYROLL
Running your payroll through 3rd party software and recording it all within QuickBooks Online
ACCOUNTS RECEIVABLE MANAGEMENT
Invoicing your clients, receiving payment to those invoices, and sending reminders to pay, when necessary
ADVISORY
Taking a deep dive into your reports to analyze the data and assess for business strategy
BOOKKEEPING CLEANUP
Getting you organized and up-to-date so you can finally start to see your numbers!
WHAT’S INCLUDED?
-getting all of your financial records into QuickBooks Online so you can work more efficiently
-recording and categorizing transactions so you know exactly how you’ve performed and can maximize tax deductions
-monthly reconciliations so you can double-check for accuracy
-an up-to-date Profit and Loss Statement for you at the end of cleanup so you know your numbers
-unlimited phone/email support
Investment starting at $249/month behind
A $199 Diagnostic Review, to provide you timely and constructive feedback on your current bookkeeping, is necessary prior to all cleanups. The detailed report of findings and recommendations will be reviewed with you.
TAX SERVICES
You are needing to file either a personal and/or business tax return + want a dedicated tax professional by your side to help maximize your refund (or minimize your taxes due by legal means)
WHAT’S INCLUDED?
–a thorough consultation and assessment of necessary documents to provide you a catered tax preparation proposal
–dedicated, secure storage to upload your files
–preparation of your tax return(s)
–review of prepared tax return(s) prior to filing
-unlimited phone/email support
Investment starting at $250 (depending on required forms)
THE PROCESS
STEP 1: BOOK A CALL
You book a call using my link HERE
We hop on your FREE Discovery Call so you can tell me more about your business, see if we are a good fit, and make a plan for you moving forward
A Diagnostic Review may be recommended to pinpoint your exact bookkeeping hurdles and set scope of work, when necessary
STEP 2: REVIEW PROPOSAL
A proposal is presented.
Moving forward, a fully-transparent engagement letter for signing and your upfront invoice for payment is sent your way.
Upon signing and payment, a Google Drive is setup for you to upload necessary documents.
STEP 3: FEEL CONFIDENT IN YOUR NUMBERS
We get to work on setting you up in QuickBooks Online (if not already), your bookkeeping cleaned up, and time-back solutions started!
“Smart, Kind, Efficient. I feel much better after getting help with my bookkeeping from Holly. A weight off my shoulders. She knows her stuff and I feel like I am in good hands”
Elizabeth Aley | Align & Design Feng Shui
SPECIFIC QUESTIONS?
Have some burning bookkeeping questions or need some QuickBooks Online support? Start with a Discovery Call so we can dive deep into tackling your hurdles.