TWO PACKAGES, ENDLESS STRESS-FREE SUPPORT
QUARTERLY BOOKKEEPING
Looking for the support of an experienced bookkeeper without the month-to-month commitment? Our Simple Financial Checkpoint Package is tailored just for you! This simple package includes:
A 60-minute quarterly meeting to review your books via Zoom
Basic assessment of your Income Statement & Balance Sheet
Interactive brainstorming session for discussing current quarter's finances and general business questions
Fundamental insights, recommendations and conversations around goals for the next quarter
01 / Simplified Quarterly Review
Please note: this session does not entail mentorship, projections or budgeting; for deeper insights, contact Beckie for more information about our comprehensive packages
CFO or Advisory Services
Extra meetings
1099 services and Insurance Audits
This package does NOT cover advanced reviews, strategies nor a pre-call QuickBooks review.
Physical bookkeeping or account reconciliation
Tax-related inquiries (except basic bookkeeping questions)
Payroll or HR assistance
Handling tax payments
But wait, there's more! Here's what's not included (although we can customize and add services for an additional fee):
02 / Advanced Quarterly Review
* Package 02
* Package 02
Looking for some extra assistance beyond our Simple Financial Check- point Package? Then the Elevated Financial Checkpoint Package is for you. This elevated package includes everything from the Simple Package, and:
90-Minute quarterly strategy session to review your books via Zoom
Advanced analysis of your Income Statement and Balance Sheet
Interactive brainstorming session for discussing current quarter's finances and general business questions
Advanced discussions on cash flow, business objectives, and growth strategies (please note: this session does not entail mentorship, projections or budgeting; for deeper insights, contact Beckie for more information about our comprehensive packages)
Fundamental insights, recommendations and conversations around goals for the next quarter
Added Bonus: Balanced Office Solutions' pre-call QuickBooks review, ensuring comprehensive recommendations and preemptive adjustments before our scheduled meeting to maximize our time together.
Physical bookkeeping or account reconciliation
Tax-related inquiries (except basic bookkeeping questions)
Payroll or HR assistance
Handling tax payments
But wait, there's more! Here's what's not included (although we can customize and add services for an additional fee):
CFO or Advisory Services
Extra meetings
1099 services and Insurance Audits
WHO ARE THESE PACKAGES GOOD FOR?
If you run a service-based solo prop, single-member LLC, or S Corp with revenue under 200k, and your QuickBooks is already clean and reconciled, possessing basic bookkeeping skills, and an openness to learn, then these packages are an excellent fit for your business!
Already taken my QBO training? Boost Your Training Results! These packages are the perfect comple- ment to enhance your knowledge and skills. It offers valuable accountability and support, ensuring that you stay on track and achieve even greater success in managing your financials.
Let's dive in and elevate your financial understanding and business decision-making together!