Our Services
Monthly
Subscription
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Review of connected bank feeds - income & expense tracking
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Review & process receipts uploaded to QBO receipts
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Record manual checks
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Record bank deposits & attach back up
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Journal entires as needed
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Reconcile Bank Accounts,Credit Card statement, & A/P aging
One-Time Services
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New QBO account
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Chart of Accounts
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Location tracking
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Clean-up existing books
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Workflow or standard budgets
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Discovery Session
Add-On Services
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QBO or Bill Pay Services for documentation required
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Annual 1099 filings
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Sales Tax - Using QBO only
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Inventory / Payroll - Support only
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Cash flow management
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CFO services / Advisory services
Other Services
All of our services are performed in house and never sub-contracted out. If there is a service that is not listed, please reach out to us and we can provide any support as needed. With over 35 years of bookkeeping and business management experience, we are here for your small business or non-profit.
Certifications
Getting Started
To get started or to receive a price quote, please complete our Client Intake Form. Answering these questions is vital to providing an accurate price quote. After accepting the contract, if the standard work turns out to be more than anticipated, the monthly pricing will need to be revised. In addition, if the company adds additional checking, savings, credit card, loan, or processing accounts, the monthly subscription price is subject to change.
Assessment
After completing the questionnaire, I will communicate with you via email or a free 20 minute phone call / ZOOM meeting to discuss the bookkeeping services as well as to assess if we are a good fit.
Engagement Letter
If we are in agreement with the price quote that was sent, a simple, straightforward engagement letter for accounting services will be emailed to you for acceptance. Once the signed engagement letter is accepted, work can begin immediately unless otherwise disclosed. Payment will also be due at this time.
Our Process
Finally, a Purrrfect Collaboration
That Moves You Forward
Testimonials
I've been working with Dina for some time now and I can't express how satisfied I am with her service. She is incredibly knowledgable and responsive, always keeping me informed about changes. What sets her apart is her proactive approach - she asks questions and addresses potential issues before they become major concerns.
Gail T.
Junebug's Sauce
Dina makes the whole process easier for us. She keeps us organized and streamlined the processes needed for my employees to work more efficiently. She has helped our company get a handle on cash flow and implemented strategies to help us not only have an actual emergency fund! We love having her as part of our team!
Sergio B.
The Sauce Creative Services
I would highly recommend Dina to anyone looking for quality accounting services. I've recommended her services to all my family and friends. Her service is very professional and courteous as she takes the time to understand your core business and this is key for any business to be successful.
Emil G.
LimeGarcia
Ready to unlock your business's potential?