I’ll meet with you to review how you are managing your books and learn your struggles. After this review, I will give you an estimate to help you get everything in order and on a good path.
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I’ll make sure your small business is correctly set up for how you want to use it on a day-to-basis using Xero® or Quickbooks Online® - you decide! This typically takes me one month to complete. After this clean-up I will train you on how to keep everything current, and I will provide you with an estimate for an on-going retainer.
I’ll make sure all your expenses are captured, recorded in the right category, and reconciled with your banks. I’ll monitor or help you with quotes and invoicing, and make sure all your income is recorded properly. I’ll meet with you as often as you like, review business statements, and I’ll get you to tax ready status – you’ll just need to hand over the reports I produce and review with you to your tax accountant when you're ready!