Services & Pricing
We can work together to make sure that your financial needs are being met at a responsible rate.
Services I Offer
Bookkeeping Services
With experience in full cycle accounting, we will make sure that every customer payment is correctly applied to each and every expense recorded accurately and on time!
Accounting Cleanup
I will dive deeply into at least 5 years of your financial history to catch any discrepancy and bring your books up to standard. All transactions will be checked for accuracy, financial statements reviewed, Chart of Accounts maid efficient.
Tax Planning
Years of work alongside CPA, Auditors, and the IRS: i can offer full Tax Planning services to ensure you have maxmum benefits and deductions when tax season comes. We can make April 15th an enjoyable experience
Accounting Forensics
Do you ever feel lost in the books and cannot verify the loads of transactions? I can be your Econ’s set of eyes to ensure the accuracy and legitimacy of every single charge on all of your accounts.
Cash Flow Management
I can cater cash flow maximizing strategies for your company. From decreasing Day Sales Outstanding to creating and enforcing budgets; lets grow your cash position.
Personal Finance Coaching
Your business is an extension of your personal life. Along with growing and creating a better financial position for your company, et’s also build your personal portfolio and make sure your person is succeeding and growing as well.
Plans
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Entry Plan
10 Hours a Month
This plan is geared for clients who need more of the polishing touch. I come in on a weekly basis to review transactions, reconcile,etc.
$650
per month
Advanced Plan
40 Hours a Month
This is a more deep dive on financial services. Services will include full daily monitoring, reclassification, organization, management, and reporting of financial data.
$2500
per month
Custom Plan
Suitable for Your Needs
Complete white glove package. I will cater to each and every of your accounting and financial needs. Beginning from account clean up to customer retention, i have you covered.
TBD