PINE&OAK.png

This package covers all your bookkeeping needs and is the perfect fit for you if you are looking for a completely hands-off service.

  • Hubdoc subscription (cloud-based financial document storage)

  • Up to 2 bank accounts (checkings, savings, credit cards & PayPal)

  • Up to 75 total transactions

  • Monthly account reconciliation

  • Preparation of the three financial statements on a monthly basis

  • One hour per month of direct client consultation

  • Quarterly Success Road Mapping Session - review your previous quarter and discuss action items to increase profits

 
PINE&OAK (1).png

Are you up to the challenge of doing your own bookkeeping but would like some help getting it started on the right foot?  Then this package is the package for you.  I will set up your bookkeeping in a cloud software and provide you with training to get you started.

  • Account set up in software system

  • 2 Hour Training on maintaining your bookkeeping

  • Follow up email communication on troubleshooting for one month

 

Through this package, I will go back over your books for the past year and fix and/or organize them so that you can be set to move forward on the path to success.  Once your books are organized, I can provide training to help you maintain your books on your own, or continue to care for your books myself.