Balanced Books Matter
Bookkeeping Packages
No matter the size of your business or the amount of bookkeeping you need, I have a package that will work for you. During our initial phone consultation, we'll discuss your bookkeeping needs and determine the best package for you. All packages are adaptable and customized to meet your unique bookkeeping requirements.
Monthly Packages
Monthly Essentials
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Enter all transactions for bank and/or credit card accounts
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Reconcile bank and/or credit card accounts
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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
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Reconcile bank and/or credit card accounts
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Provide End-of-Month Balance Sheet, Income Statement + Statement of Cash Flows
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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
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Reconcile bank and/or credit card accounts
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Provide End-of-Month Balance Sheet, Income Statement + Statement of Cash Flows
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Input, create and email (or snail mail) invoices to customers
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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
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Reconcile bank and/or credit card accounts
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Provide End-of-Month Balance Sheet, Income Statement + Statement of Cash Flows
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Enter bills, track and process payments including setting up online bill pay through your bank or printing checks for your signature
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Input, create and email (or snail mail) invoices to customers
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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
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Reconcile bank and/or credit card accounts
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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
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Reconcile bank and/or credit card accounts
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Provide End-of-Quarter Balance Sheet, Income Statement + Statement of Cash Flows
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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
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Reconcile bank and/or credit card accounts
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Provide End-of-Quarter Balance Sheet, Income Statement + Statement of Cash Flows
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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
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Enter all transactions for bank and/or credit card accounts
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Reconcile bank and/or credit card accounts
-
Provide End-of-Quarter Balance Sheet, Income Statement + Statement of Cash Flows
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Enter bills, track and process payments including setting up online bill pay through your bank or printing checks for your signature
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Input, create and email (or snail mail) invoices to customers
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Work with your Payroll Service Company to provide all necessary payroll information
Do It Yourself Package
DIY Essentials
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Set-up assistance with your preferred software
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Review of your first month’s activity/bank reconciliation
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Three months of support
Find Out Which Package Is Right For You
I am a QuickBooks Certified ProAdvisor and a Xero Certified Advisor.
"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."
~LARRY
If you have questions that weren't answered in the FAQ,
feel free to call me.
Or if you prefer, send me an email.