Thinking about hiring a virtual bookkeeper to manage your business finances, but not sure of what to expect? This is not as invasive as it may seem. Here are a few things to keep in mind regarding the process:
- There’s no risk to you at all because your confidential information is not needed in order to carry out the service effectively. (no social security number, log-in information, bank access or account numbers)
- The longest part of this process is the initial phase, as it is vital to have clarity in order to have the best results. After that, you may only need to spend a few minutes each month to clarify a few transactions and provide the receipts and statement(s) needed.
- This process can be as easy as possible, catering to what’s best for you and your business at a time of your convenience.
Who is this service for:
This service is for solo entrepreneurs in service-based businesses. For example: hairstylists, salon suite owners, mechanics, personal trainers, freelance artists, 1099 Contractors, etc…
Bookkeeping Services
- Categorize all Financial Transactions
- Monthly and Yearly Profit & Loss Report (aka Income Statement)
- Monthly and Yearly provide any special reports, as requested
- Credit Card Reconciliation
- Bank Reconciliations
- Partner with your Accountant for Tax Preparation
- Virtual Meetings (monthly, or as needed)
Additional Services
- Prepare & Process Invoices, if using QuickBooks Online (QBO)
- Prepare & send Invoice (no QuickBooks account needed)
- Receive & Pay Bills, if using QuickBooks Online
- Financial Advisory (with goal setting monthly/quarterly)
- Virtual Assistant
- Social Media Strategy Sessions
- Branding Strategy Sessions
- Website Setup
- QuickBooks Online Setup
- Social Media Page Setup
- Check & Respond to Emails
- Manage Scheduling Calendar (daily)
- Book & Confirm Appointments (daily)
- Customer Service via text, email and/or Social Media
- Text/Chat Support
- Research
- Debt Repayment Strategy Sessions
CONSULTATION
To set up your FREE consultation, send an email to coachshaunie@gmail.com
The price of your specific service will be based on the tasks you select from above.
Payment
Payments can be made via Zelle
Client Guarantee: You can text/email me for whatever you need. I will respond the same day.
Submit the form below to see if we’re a good fit.