Balanced Books Matter
Together, we'll assess your bookkeeping needs and determine the best service package for you.
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.
I am a QuickBooks Certified ProAdvisor.
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
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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
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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
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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
"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
Frequently Asked Questions
Can you do the same things as an Accountant?
While I don't do all the tasks an Accountant does, the tasks I do are significant to maintaining the financial health of your business. I reconcile bank statements, investment statements and credit card statements. I enter deposits and payments into the bookkeeping software. I also enter the checks and purchases. And I prepare the monthly and quarterly reports.
Can you do my taxes?
No, I can't do your taxes. But I can get all the documentation ready that your tax preparer will need. By entering your receipts and expenses on a monthly basis, I will keep your tax information organized and easily accessible.
Can you do my payroll?
Yes. You have a choice when it comes to payroll. I can include payroll in your customized service package and take care of everything for you. Or I can set you up directly with the payroll service provider I use. Either way, you can be assured that your employees are paid and so is the IRS!
What paperwork will you need to get started?
The Engagement Letter that you sign will have a complete list of all the paperwork I will need from you. Basically, I will need copies of documents reflecting your financial transactions which includes bank statements, canceled checks, and listings of accounts receivable and accounts payable. Additional information might be needed to calculate the trial balance.
How do I send my receipts to you?
The software I use has an app you can download on your mobile phone that allows you to take a picture of your receipts and send them to me. Or you can scan your receipts when you get back to your office and send me the scan.
If I hire you, will I be locked in a contract?
No, you won't. Either party may terminate the Agreement with 30 days written notice.
How do I know my accounts are safe?
I use cloud based software and storage. Only you and I will have access to your accounts. I also use encryption software to further protect your sensitive financial information.
My business is really small. Can you still help me?
Yes, I can! You and I will create a service package customized for your bookkeeping needs. I'm not going to charge you for services you don't need. If you're more of a Do-It-Yourselfer, I can help you set up your bookkeeping software. I'm also available for telephone and email support.
If you have questions that weren't answered in the FAQ, feel free to call me.
Or if you prefer, send me an email.
