Customizable packages tailored to your needs
Monthly or Quartely
|Reconciliation of All Accounts||Monthly||Monthly||Scheduled|
|Review All Accounts||Weekly||Weekly||On Interval|
|Review Accounts Receivables and Payables||Yes||Yes||If Needed|
|Bookkeeping Optimization for Efficiency and Accuracy||Yes||Yes||Yes|
|Coordinate with your Tax Advisor||Yes||Yes||Yes|
|Online Documents Portal for Bills and Receipts||Yes||Yes||Upon Request|
Monthly Meetings, Weekly Communication
Monthly Meeting, Communication as needed
|Prepare Bills for Payment||Yes||Yes|
|Record Customer Payments and Deposits||Yes||Yes|
|QuickBooks Online Subscription||Yes||Yes|
|Monitor and Track your Budget||Yes|
|Cash Flow Management||Yes|
|Comparative Budget Reports||Yes|
Special Projects &
- Books clean-up or reconstruction
- Consultations to streamline operations & increase profits
- Business or personal financial makeovers
- Loan Applications
- Manage Construction Draws
I have worked with Sandi for over a year as she oversees our accounting and QuickBooks accounts. Sandi is both attentive and professional. I am confident in her expertise in keeping us on the right track. She is always willing to assist with any questions in a timely manner. She is 5 star all the way!
-Tylyn Weight, Executive Director of Covington Senior Living
Sandi is one of the most capable accountants I’ve ever worked with. In addition to excelling at QuickBooks Online, she communicates well with her clients and always gets things done on time. Sandi is reliable and detail oriented, just as you would want your accountant to be.
-Aaron Burgoyne, CPA & CFE at Spotlight Accounting
Sandi is amazing to work with. She is kind, patient, and always willing to take the time to explain why things need to be done a certain way. To someone that has a really hard time implementing the accounting structure for her small business, it is so appreciated and takes a huge stress off my shoulders. I highly recommend working with Sandi.
-Amanda Hill, Owner of Reflective Media & Crystalline Tribe
We look forward to talking with you about your small business accounting needs.