You will be provided general Bookkeeping services, which includes organizing paperwork, digitally and physically. Creating and updating invoices, applying payments, requesting past-due payments, and other services if discussed.
Pricing is per month, to be paid at least 10 days before the month services are to start.
Example: 3 month contract is $350 each month, paid each month in advance. Services requested to be started in January, payment must be made on or before December 10th to ensure proper scheduling is available. Save money with a longer contract. For contracts longer than offered, inquire using the form linked on that page.
Auditing and Attestation are not available. Annual Tax Preparation & Filing is not included.
Take your finances into your own hands, with this yearly guide!
The ability to tackle a monthly budget is essential to better understanding, and appreciating, the flow of your money.
There are many quotes, and truth, behind having a positive mindset about money in order to make more money. I firmly believe this. Whenever I’ve stressed about money, it didn’t flow in, but once I allowed positive thoughts to only flow about money, it started flowing in.
I’ve created this as a template, for you to edit as necessary for your budget needs.
Are you spending too much time figuring out how to file important documents?
Is paperwork for your big project launch all over the place?
Your filing system could be either too complex or, conversely, not specific enough. The money you invest in updating it right now to reflect the way your current business works can pay dividends over the year in faster filing and retrieval.
I’ll create a 3” D-ring binder specific to your business, based on a few questions you answer, and ship it to you. Once you receive it, you’re able to organize your papers into the categories we have discussed.
If you love it, you’ll use it, and that’s my end game: getting you to love the mundane to allow your business to grow.
You like doing things yourself, but need a template to enter all of the numbers?
I got you, boo!
I’ve been using a version of this template for myself, creating the original 18 years ago.
You’ll be emailed a link to the email you provide at checkout to a Google Sheet Template. If you want a Mac/Windows version instead, you need to reply to your purchase email immediately. You’ll get your requested version, free of charge. Both versions are not provided, you’ll need to convert to your preferred software once you have the link.
I chose Google Docs because you can edit on any mobile device with access to your Gmail Account.
The link is for a template, you’ll need to make a copy into your Gmail Folder.
This is the print-only version of the monthly budget downloadable. I’ve removed all ‘example’ text and totals, and saved it as a PDF for you to print, three hole punch, and get to work using in your budget binder.
Do you have a project you’re really wanting to make sure you stay within budget?
Are you knew to running a business or side hustle and not sure where your money is going and/or coming from?
Do you not know what your checking account should look like?
Did you know you should plan large purchases and projects months in advance so you have the funds properly ready?
This will help!