SMALL BUSINESS SUPPORT

  • Accounts Payable 
    • Clean Up Old Bills
    • Bill Pay
    • Bill.com
  • Accounts Receivable  
    • Clean Up Bad Debt
    • Invoicing
  • Bank Reconciliation  
    • Clean Up Stale Transactions
    • Bank Feed Set-Up and Clean Up
  • Payroll 
    • Payroll Taxes
  • Credit Card Reconciliation
    • Clean Up Old Transactions
    • Set-Up Credit Card Feeds
  • Schedules 
    • Setup Recurring Transactions
      • Prepaid Taxes, Insurance
      • Loan Amortization
      • Lease Amortization
  • Sales Tax
  • Monthly Report Package
  • QB Desktop to QB Online Conversion
  • Audit Preparation
  • Budgeting 
  • Tax Planning
  • Exit Planning
  • Business Plans
  • Office Procedures
  • Virtual Office Setup and Assessment
  • Cloud File Setup and Maintenance
  • Human Resources
  • Staff Training
  • Team Engagement

Consulting

$1,500+ / month

All Inclusive - expert business assistance - all financial aspects of small business. Monthly amount depends on size of business and number of employees. Starting at $1,500/month.

Family Office

$500+ / month

Doctors, lawyers, engineers, self-employed, and wealthy individuals and families. Monthly amount depends on number and type of transactions, complexity of transactions and additional client requests.

Training

$100 / hour

Setting up office procedures and training employees to properly account for transactions. How to setup accounts, bank feeds, recurring transaction, cleaning up undeposited funds, accounts receivable, accounts payable, and stale transactions on the bank reconciliation.

Hourly fees

$75 / hour

Initial "first" hour  - business support assessment payment will be applied to first invoice if project moves forward.

$100 / hour

By the hour business support and consulting

$70 / hour

Monthly projects - target price for projects over 10 hours/month.

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