Monthly Packages

Monthly Essentials

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• Enter all transactions for bank and/or credit card accounts

• Reconcile bank and/or credit card accounts

• Provide End-of-Month Balance Sheet, Income Statement + Statement of Cash Flows

Monthly Accounts Payable

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• Enter all transactions for bank and/or credit card accounts

• Reconcile bank and/or credit card accounts

• Provide End-of-Month Balance Sheet, Income Statement + Statement of Cash Flows

• Enter bills, track and process payments including setting up online bill pay through your bank or printing checks for your signature

Monthly Accounts Receivable

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• Enter all transactions for bank and/or credit card accounts

• Reconcile bank and/or credit card accounts

• Provide End-of-Month Balance Sheet, Income Statement + Statement of Cash Flows

• Input, create and email (or snail mail) invoices to customers

• Work with your Payroll Service Company to provide all necessary payroll information

Monthly All-Inclusive

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• Enter all transactions for bank and/or credit card accounts

• Reconcile bank and/or credit card accounts

• Provide End-of-Month Balance Sheet, Income Statement + Statement of Cash Flows

• Enter bills, track and process payments including setting up online bill pay through your bank or printing checks for your signature

• Input, create and email (or snail mail) invoices to customers

• Work with your Payroll Service Company to provide all necessary payroll information

Quarterly Packages

Quarterly Essentials

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• Enter all transactions for bank and/or credit card accounts

• Reconcile bank and/or credit card accounts

• Provide End-of-Quarter Balance Sheet, Income Statement + Statement of Cash Flows

Quarterly Accounts Payable

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• Enter all transactions for bank and/or credit card accounts

• Reconcile bank and/or credit card accounts

• Provide End-of-Quarter Balance Sheet, Income Statement + Statement of Cash Flows

• Enter bills, track and process payments including setting up online bill pay through your bank or printing checks for your signature

Quarterly Accounts Receivable

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• Enter all transactions for bank and/or credit card accounts

• Reconcile bank and/or credit card accounts

• Provide End-of-Quarter Balance Sheet, Income Statement + Statement of Cash Flows

• Input, create and email (or snail mail) invoices to customers

• Work with your Payroll Service Company to provide all necessary payroll information

Quarterly All-Inclusive

​

• Enter all transactions for bank and/or credit card accounts

• Reconcile bank and/or credit card accounts

• Provide End-of-Quarter Balance Sheet, Income Statement + Statement of Cash Flows

• Enter bills, track and process payments including setting up online bill pay through your bank or printing checks for your signature

• Input, create and email (or snail mail) invoices to customers

• Work with your Payroll Service Company to provide all necessary payroll information

DIY Essentials

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• Set-up assistance with your preferred software

• Review of your first month’s activity/bank reconciliation

• Three months of support

"Judi is one of those people you always look forward to working with. A consummate professional, she puts the needs of her clients first with a positive 'can-do' attitude. She is diligent, detail oriented and fearless when it comes to folding new methods and technology into her business. No matter where you are, Judi is able to operate efficiently and economically in a virtual environment as well as in person, giving you the same attention as though she were sitting in the office down the hall. I would recommend her to anyone who is looking for a bookkeeper to handle their business and personal needs."

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~ Larry