LET’S TRANSFORM YOUR BOOKS FROM CLUTTERED TO CLEAR, ONE MONTHLY REPORT AT A TIME.
Managing finances doesn’t have to be overwhelming. Get clear insights into your business numbers
SETTING UP STRONG SYSTEMS SETS YOUR BUSINESS UP FOR SUCCESS
You don’t even have to touch a spreadsheet.
Here’s to more profit, more passion, and more time spent doing what’s meaningful to you.
You didn’t get into business to spend your whole day on numbers, but I sure did, so let’s team up!
ACCUPRO HELPS YOU WITH:
CLEAN, CLEAR BUSINESS BOOKS
Accurate and up-to-date transactions, every single month
CONSISTENT FINANCIAL INSIGHT
Know where your cash is coming from and where it’s going.
PERSONAL STRATEGY & SUPPORT
Expert guidance to help you make the most of your money.
CLIENT TESTIMONIALS
SERVICES
MONTHLY Done-For-You BOOKKEEPING
For business owners who don’t have time or interest in doing bookkeeping but are seeking clarity & confidence around their numbers to strategically scale their business
Services Include:
-Monthly Income & Expense Categorization
-Monthly Bank & Credit Card Account Reconciliations
–Monthly financial reports (delivered by the 10th of every month)
-Recording of All Payroll Transactions
– Recording of Loan Transactions & splitting Interest & Principal Amounts.
-1:1 Unlimited Support via email
-Annual 1099 Filing
–Collaborative coordination with your Tax Professional
–One 40-minute strategy call every month
Starting at $250/month
Catch-Up BOOKKEEPING
THIS IS FOR YOU IF:
Time got away from you so you’re way behind on your bookkeeping. Whether It’s for this year or multiple years, this is the right one for you.
Service Include:
-Categorize and/or Organize all incoming & outgoing transactions
– Bank & Credit Card Account reconciliation so no transactions get left behind
-Easy-to-understand reports at the end of the catch-up period.
-Recording of all Payroll Transactions
-Recording of Loan Transactions Breakdown
Starting at $40/hour
Quarterly Checkup
THIS IS FOR YOU IF:
You’re doing the bookkeeping yourself but want a professional on your side to check over your transactions & reconcile your accounts.
Services Include:
-Review Your Transactions for Accuracy
-Transactions reclassification & adjustments, as necessary
-Bank account & credit card reconciliation so transactions get left behind
– Quarterly easy-to-understand financial reports sent to your inbox by the 10th of the following month
-1:1 Unlimited Support Via Email
-Recording of Payroll & Loan Transactions
-Collaborative coordination with your Tax Professional
-Annual 1099 Filing
Starting at $500/Quarter
READY TO MAKE MONEY MOVES?
Take the first step by booking a discovery call with us today.
FREQUENTLY ASKED QUESTIONS
Many companies prioritize outsourcing tasks that can increase their income. However, this might not always be the best strategy for getting assistance.
Consider hiring help if you identify with any of the following situations:
– Your financial records are always outdated
– Your accountant handles your bookkeeping and charges a hefty fee
– You find the tax season very stressful
– You often overlook significant tax deductions
– Your cash flow is inconsistent
– You’re unsure about the amount to set aside for estimated taxes
– Your sales are growing, but your profits aren’t
– You lack a comprehensive understanding of your financial status
– You’re not compensating yourself
After onboarding, you’ll receive a monthly email reminder to upload your bank statements.
I love messy books! Deep diving into messy books is why I do my job. I know that messy books feel overwhelming and make you anxious! When I see unorganized books, I see a challenge. It’s like a puzzle to me, and I want to help you put together the pieces of your business!
Consider your bookkeeper and CPA as a dynamic duo, like coffee and morning newspaper. We’re essentially a powerful team. While your CPA is your main point of contact during the busy tax season, I’m here to support you throughout the year. Having clear and up-to-date financial reports not only helps you make wise financial decisions all year round but also enables your CPA to optimize your tax returns.
I don’t file taxes, but the beautiful year-end package I share with your CPA makes tax filing a breeze. (And if you’re looking for tax prep, I’m happy to refer you to a trusted CPA
If you’re in the USA, you’re in luck – we can team up! As long as you’ve got internet, I can manage your books.
I’m a certified Quickbook ProAdvisor and use Quickbooks for bookkeeping. But I have experience with all accounting software out there.
Don’t have a Quickbooks account yet? No problem! I’ll work closely with you to get an account up and running, as well as customized to how you like to view your data.
Absolutely not! The last thing I want is for you to be stuck paying for something you either can’t afford or don’t want.
That simply would not sit right with me.
My clients have the option to cancel their monthly bookkeeping at any time.
