Services

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One-time/Add-on Services

Cleanup and Catch-up

Have you been ignoring your books, or just never got them full going the way you wanted from the beginning? No judgement or need to feel overwhelmed or embarrassed. I’ll dig in and get everything organized, updated, and ready to move forward.
Pricing varies depending on scope of work

Accounting Operations Procedures Review and Recommendations

Working on your books yourself, or have a few staff members who are responsible for various accounting tasks and not sure if you’re doing it “right” or if it could be easier? Let’s review your processes and procedures and make them work for you and your business in a streamlined, efficient, and approachable way.
Pricing varies depending on scope of work

Business Planning and Strategy Meeting

Let’s talk about making your business financially successful now and in the future. What are the issues you are facing and how do you plan for upcoming growth as well as financial challenges and obstacles? Should you hire another – or a first – employee? Can you afford to buy that new equipment you’ve been considering?
No accounting jargon or expectations that you like “looking at the numbers.” We’ll discuss everything in a straightforward and understandable conversation that makes sense to you.
$200 per session

  • 60-minute session via Zoom
  • Books must be up to date
  • Topics can include:
    • Budget preparation and budget-to-actuals review and forecasting
    • Cash flow planning and modeling
    • Profit goals and how to reach them
    • Other customized financial strategy and business goals/questions/issues

Monthly Packages

All packages include:
-Monthly, quarterly, and year end transaction categorization, reconciliation, and closing tasks
-Unlimited email questions
-Up to a 30% discount on QuickBooks Online subscription

Please contact me to discuss the service level that will work best for your business.

Basic Bookkeeping

Essential Bookkeeping

Enhanced Bookkeeping and Business Planning/Mini CFO

$300 per month$500 per monthstarting at $800 per month
Number of transactions per monthUp to 100Up to 250250+
Number of bank and credit card accounts1 bank account and 1 credit cardUp to 4 bank and credit card accounts5+ bank and credit card accounts
Up to date financial statements and reportingSelf-serve in QuickBooks OnlineMonthly email with current statements and related notes and insightsMonthly email with current statements, customized reports, and related notes and insights
Third-party app integrations with QuickBooks Online (gym manangement apps, POS systems, credit card processors)0-1 integrations1-2 integrations3+ integrations
Accounts payable (bill payment)Not includedLow volume includedIncluded
Accounts receivable (invoicing customers/clients)Not includedLow volume includedIncluded
One-on-one business planning and strategy meetings:Discounted add-on available 1 time per yearDiscounted add-on available 2 times per yearMonthly virtual meeting included
Annual 1099 processing and filingNot includedIncludedIncluded
Annual tax-ready reporting package to hand off to your CPA/tax preparerNot includedIncludedIncluded

Contact Eagle Eye Accounting

I look forward to connecting with you!