SERVICES
a plan for financial successProfessional Services & Excellent Communication
At Vision & Wellness Bookkeeping, we begin with service and communication. I offer a free discovery call–a conversation to make sure our businesses will compliment each other. Before I engage any client, I also review the current accounts and procedures in order to develop a seamless plan to move forward.
Secured, cloud-based solutions enable us to make your finances complete, accurate and available to you any time and any place.
How much? While every business is unique, below are a couple of examples of what it could cost and the services you would receive. Payroll, accounts payable, accounts recievable, invoicing can be added. Pricing is completely dependent on what you need done, what works best for your business.
Standard Package
starting at $350 per month
For business owners with a small team supporting their clients, the Standard Package includes bookkeeping and monthly financial reviews.
Subscription and setup in QuickBooks Online and secure online document share
Online accounting software provides 24/7 access to all financial transactions while Google Drive enables you to securly share invoices and expense receipts easily from your computer, tablet or smartphone. Bonus: Greatly reduces paper files!
Recording and classification of account transactions
Including up to 75 transactions per month in up to three accounts. Receipts, invoices, and other important transaction documents are recorded into QuickBooks Online ensuring accurate and organized books.
Three monthly financial reports
The basis of sound financial decision-making: Income Statement, Balance Sheet and Statement of Cash Flows. These will be reviewed with you monthly so that you understand exactly what is happening with your finances.
(Other custom reports can be added.)
Quarterly Budgeting and Benchmarking
Establishing a workable budget and benchmarking your financials against averages in your industry.
CPA/Accountant communication
Working seamlessly with your CPA or accountant to make sure you are ready for tax time, or any time you need them.
Client communication
Communication based on your preferred method of contact. Up to one hour phone/skype session for monthly reviews and unlimited email correspondence.
Solo Package
starting at $175 per month
Geared towards the sole proprietor with fewer expenses, the Solo Package provides bookkeeping with financial reviews every quarter.
Subscription and setup in QuickBooks Online and secure online document share
Online accounting software provides 24/7 access to all financial transactions while Google Drive enables you to securly share invoices and expense receipts easily from your computer, tablet or smartphone. Bonus: Greatly reduces paper files!
Recording and classification of account transactions
Including up to 25 transactions per month in up to two accounts. Receipts, invoices, and other important transaction documents are recorded into QuickBooks Online ensuring accurate and organized books.
Three quarterly financial reports
The basis of sound financial decision-making: Income Statement, Balance Sheet and Statement of Cash Flows. These will be reviewed with you quarterly so that you understand exactly what is happening with your finances.
Semi-annual Budgeting and Benchmarking
Establishing a workable budget and benchmarking your financials against averages in your industry.
CPA/Accountant communication
Working seamlessly with your CPA or accountant to make sure you are ready for tax time, or any time you need them.
Client communication
Communication based on your preferred method of contact. Up to one hour phone/skype session for quarterly reviews and unlimited email correspondence.
Other Services
We offer many services not listed above, including:
- Initial set up for new businesses
- Bill pay
- Invoicing
- Payroll management
- Historical clean up–an industry term describing the process of correcting improperly completed or non-existent bookkeeping efforts.
Learn about Vision & Wellness Bookkeeping.
Ready to contact us?