Services

What I can do for you

Virtual Financial Services

Professional Bookkeeping

Historical Financial Record Cleanup and Catch Up
Quickbooks Online Training and Mentoring
Transaction Accuracy Monitoring and Review
Account Importing
Bank Feed Link
Receipt Recording
Closing the Books
Financial Statement Reporting
Preset Transaction Classifications
Compliance Maintenance for Regulatory Bodies
GAAP Compliance
Track and Project Business Income and Expenses

Compilations

A full set of financial reports including the Balance Sheet, Income Statement, Statement of Cash Flow, and Stockholder’s Equity will be prepared on a monthly and quarterly basis. Based on your business’s needs, we will track and analyze the key financial metrics to gauge your business’s financial health. From this compilation, we can then determine a plan of action for moving forward to improve your business activities and maximize your bottom line.

Basic Quarterly Services – Starting at $300/month

Perfect for new businesses and start-ups within the first 1-2 years of business

Account setup and monthly subscription in QBO (cloud-based accounting software)
Up to 50 transactions
Monthly tracking, classifying, and reconciling of up to 2 bank/credit card accounts
Full set of monthly financial reports (explained in terms you understand!)
Unlimited email support
Up to 1 hour per quarter of phone/video support conference OR 15 minute monthly recorded financial statement presentations
NO CONTRACT (30-day cancellation notice required)

Standard Monthly Services – Starting at $400/month

Ideal for small businesses that are already established.

Account setup with QBO (Quickbooks Online cloud-based accounting software) + Hubdoc subscription (receipt/invoice upload and document storage)
Monthly tracking, classifying and reconciling up to 3 bank/credit card accounts
Up to 100 transactions per month
Full set of monthly financial reports (always in terms you can understand)
Unlimited email support
Up to 1 hr/month of phone/video conferencing support
NO CONTRACT (30-day cancellation notice required)

Premium Monthly Services – Fee Varies

We work with all-size businesses! Whether you are a startup or a multimillion-dollar company, we are here to help YOU achieve your goals. Of course, with more transactions and cash flow, the monthly fee will be higher.
Our fees are based on the unique needs of your business and can range anywhere from $400 to $900 per month for large and established clients.
By investing in a relationship with me, you aren’t just gaining a bookkeeping professional and pristine financial records, you are gaining an ally.

Business Solutions

Incorporation Services

LLC Filing
Registered Agent Services
Corporate Compliance

Free Estimation

Request A Free Custom Analysis

If you are interested in gaining control over your finances and meeting your business and personal goals, send us an email at Kristina.Vaughn.BK@gmail.com or request a free consultation!