top of page
linkedin-sales-solutions-Be5aVKFv9ho-unsplash.jpg

Fixed Monthly
Bookkeeping Packages

How it works:

Free Initial Consultation

Schedule a free consultation to meet over videochat, phonecall, or text/email. We will review your financial goals, current financial situation, and any specific concerns or challenges your business may be facing. 

Customized Plan

Based on our discussion, I will develop a customized plan that addresses your specific financial requirements. This plan may include services such as bank and credit card account reconciliations, accounts payable and receivable management, financial reporting, and more.

Ongoing Support

With your bookkeeping system set up, I will provide ongoing support to ensure your books are accurate and up-to-date. I will provide ongoing communication to ensure I am meeting your bookkeeping needs and address any questions you may have.

What to Expect:

 

To determine the appropriate monthly expense for your bookkeeping needs, I recommend a consultation meeting where we can discuss your specific requirements. During this meeting, we will assess the anticipated workload and customize the services accordingly.

​

After our consultation, I will spend approximately one hour looking over your financial information to validate the workload and ensure an accurate quote. This step allows me to align the bookkeeping services precisely with your business or personal financial situation.

​

Here is a list of bookkeeping duties I can help you with:

​

  • Customizing a chart of accounts based on your specific needs and preferences

​

  • Categorizing transactions based on the agreed-upon workload

​

  • Performing bank account and credit card reconciliation

​

  • Managing payroll processing, including calculating wages, taxes, and deductions

​

  • Tracking accounts receivable (monitoring who owes you) and accounts payable (tracking who you owe)

​

  • Generating financial reports, such as profit and loss statements, cash flow statements, and balance sheets

​

  • Assisting with budgeting and projecting future financial needs

​

  • Conducting a periodic financial analysis to identify trends and make informed decisions

​

  • Providing email and/or phone support for quick questions and clarifications

​

​

​

​


 

Pricing:



The monthly price reflects the estimated workload, which is based on an hourly rate of $50. Startups and micro businesses typically have a lower volume of financial transactions and may only require approximately one hour of work per month. However, the pricing can be adjusted as per your specific needs and the actual time spent on your bookkeeping tasks.

​

If you prefer hourly bookkeeping services instead of a fixed monthly plan, I offer that as well. Hourly bookkeeping allows you to pay for the actual time spent on your financials, providing flexibility and cost-effectiveness. You can choose the specific tasks you want me to work on, and we can adjust the hours as your needs evolve. This option is particularly useful for startups and small businesses that may have varying bookkeeping requirements.

​

For more information on my hourly bookkeeping services, please visit

 

https://www.nlbookkeeper.com/Hourly

​

I strive to make my consultations and trainings a welcoming environment to all. We can meet over video, phone call, or text/email. Please include any accommodations that may be helpful in the comment section of the consultation form.

bottom of page