We want to help your business GROW
You’ll have more time
…to focus on sales, marketing and customer retention, thus increasing your new and recurring income!
You’ll have a peace of mind
…knowing that you can call us with any question, comment or concern that affects your business or personal situation and we’ll be there to help!You’ll be able to plan
…whether it’s for taxes or for other life investments, you’ll always know where you stand with monthly financials and tax planning experts at your fingertips!Mariah Brown, CEO
As a mother of twins, I understand the value of time and the importance of work/life balance. I entered the financial industry in 2018 and have experience with different aspects of business financial practices. As a bookkeeper, I have the tools to keep your financials organized. I am certified in QuickBooks Online and I work with a network of experts ready to support your business’ financial needs.
What other benefits do you get?
In addition to more time, peace of mind and the ability to plan your financial life, here are some other great benefits…
Privacy and confidentiality: Privacy and confidentiality are of utmost concern for professionals in the financial world. We know how to keep your information safe but an internal employee may not have the same high ethical standards. Or you may not want your staff to have access to all of your financial information.
Lower Payroll Costs: Having an outsourced financial team lowers your payroll costs significantly because you won’t have to hire for these positions thus avoiding wages, payroll taxes and other fringe benefit costs.
Red Carpet Service: At tax time, those that are organized and ready to roll, get the red carpet treatment…while small businesses that are disorganized and unprepared get put on extension.
Virtual Bookkeeping Services
QuickBooks Online Support
We can get your subscription at discounted prices and train you on the program.Financial Reporting
We can handle all of your basic bookkeeping needs and issue tailored monthly financials to you! We can even invoice your clients and pay your bills!Strategy Sessions
We can handle all of your basic bookkeeping needs and issue tailored monthly financials to you! We can even invoice your clients and pay your bills!Payroll and Sales Tax Filing
Let us help keep you in compliance with the various federal and state agencies. We timely file your payroll and sales tax reports every month and quarter.Income Tax Help
Our team offers stellar tax planning meetings and tax preparation for your business and personal tax returns.Legal Needs
You can book a consult with our legal team to see if your business is fully compliant. We can help you setup your LLC, incorporate your business or register you for any tax ID number you need.How do I get started?
1.
Send Us Your Contact Info
We will review and reconcile your books and issue pristine financial reports every month delivered via email.
2.
Complete the Set Up Process
After you enroll in the basic bookkeeping package, we will need accountant access to your QuickBooks subscription and accountant access to all bank/credit card accounts.
Keeping your information confidential is most important to us, we utilize password protected google drives to keep your information safe.
Don’t worry…we fully expect to do all the heavy lifting but there are some things we need from you to get started.
***QBO subscription is required but we can walk you through that late
3.
Kick Back and Relax
With our team at your fingertips, you no longer need to stress or worry about your businesses financial health.
ENJOY running your business and lean on us when you need it!
Bonus ~ Back work for any previous month is offered at a discount for new clients!!!
Frequently asked questions
Every month we will categorize all business related income and expense transactions and issue you a monthly financial statement consisting of a Balance Sheet and Profit and Loss. These reports will help you to understand your business past to make decisions on your business future. They are required in order to do any tax planning or to fund your business with mid-year loans. Unlimited email and text support is also included.
Anything above and beyond basic tracking of income and expense items for the month is not included in the monthly price above. However, additional services are available as an add-on to your basic bookkeeping package. These add-on’s include: accrual basis accounting, detailed financials showing class tracking or job profitability, invoicing, bill payment, payroll, sales tax filing, tax planning and preparation and legal help. Monthly strategy sessions are also available for additional fees.
Many of our team members are CPAs, legal professionals and Certified Pro-Advisors. You can rest assured that you are working with the highest quality professionals. We all also belong to a large network of financial professionals so if there is a question we have not seen before, we have a lot of resources in our back pocket to find an answer for you fast.
Ideally, our bookkeeping team will need access to your business bank and credit card accounts in order to efficiently complete your monthly financials. Many banks allow for accountant (read-only) access to bank accounts. This access helps us to keep our fees affordable and our efficiency high.
We pride ourselves in being very responsive to our clients important inquiries. We strive to respond within 24 hours AT MOST (except over weekends and holidays). If we are very busy, we will respond to let you know we’ve received your email and will address it shortly.
Due to flexible nature of bookkeeping work, many team members work various hours of the day and night. However, we use standard M-F 8-5 work hours to address emails and phone calls.
Yes. Our team must use Quickbooks Online in order to handle the bookkeeping at the price list above. Versions- Essentials, Plus, or Advanced are all acceptable. Simple Start or Quickbooks Self Employed are not. If you have a current subscription, you are ahead of the game. No need to get another subscription. If you do not currently have a subscription, the on-boarding videos will walk you through how to get that setup. We are able to offer 50% off to our new clients for 12 months. This is the best discount you can get with Quickbooks Online. We highly recommend signing up for Essentials or Plus to start.
Nope! No contract is required. However, there are no partial month refunds.
Yes, an engagement letter is required. You can click that you accept the terms of service and that will act as our engagement letter. It will be available for download from the membership site.