We do all of the small details so you can focus on your income producing activities that you are excellent at. Working in your creative genius will make you happier and more productive.
Tax and Business
We can handle all of your tax preparation and everything you need to be ready for tax time.
Advisory
We can help you get your entity formed and make sure you have all of your chart of accounts correct to ensure accurate bookkeeping throughout the year.
Book Clean Up
Do you have a mess currently that you need to get straightened out before you can get control of your budget and finances? We can help with that too.
I know what it is like to own a small business. Bookkeeping is the last thing you want on your mind. I take that off of your plate so that you can focus on what you are truly good at.
Consultation
We will schedule a zoom call to go over all of your needs and get a grasp on what you are trying to accomplish and how we can help.
Service Process
We get set up and running. We handle the day to day transactions, deliver reports, and perform monthly check ins to ensure that we are on the same page.
Delivery
Perform bi-annual owner check ins to make sure we are aware of any budget issues or company changes.
We like to offer a custom package based on your unique needs. After our consult call, we will deliver you a proposal defining the services that we will be providing each month.
Monthly Bank Reconciliation
Transaction Coding
Monthly, Quarterly, Yearly Financial Reports
Unlimited Email Support
Monthly Video/Phone Call
Tax Preparation
Template for Business Budget
Templates for Personal Budget
Budgets Maintained & Updated
Budgets Maintained & Updated
Working with Rachel and Academy Bookkeeping transformed my business. Knowing that I had a detailed oriented person that was taking care of the small details, allowed me to focus on my business and grow and scale the way I wanted. She and her team are integral in my success and how I run my business. Beyond grateful and only wish I would have started using her sooner! If you are on the fence...just do it!
Sarah Montana