Services
BOOKKEEPING PACKAGES
Your Business is Unique & So Are Your Bookkeeping Needs
With one-size-fits-all pricing, you may end up paying for services you don’t need.We create custom pricing for each client to reflect your individual needs.Let us take care of your books,
so that you can take care of your business!
CHALLENGES
&
SOLUTIONS
YOUR CHALLENGES
Money in the bank doesn’t match money in Software
I can’t find part of my income
Where did my money go
Bookkeeping makes me stress
Doing bookkeeping on weekends or avoiding it
Is my Cash Flow positive
My accountant doesn’t talk to me
OUR SOLUTIONS
Software Training
Bank reconciliations
Expenses audit
Stress-free tax season
More time to work on your business, not on your books
Cash Flow explained and projected
I answer all of your questions in a monthly video call
MONTHLY BOOKKEEPING
You'll receive monthly or quarterly financial statements and your books will always be kept accurate and up to date! Having accurate books not only makes tax filing a breeze, but it also provides all of the information you need in order to make the best financial decisions for your business!
- Recording, classifying, and posting transactions
- Reconciling account balances
- Financial statement preparation
- Customized chart of accounts
- Adjusting Entries
- Year-end financials for your tax preparer
- Monthly Video chat (one)
- Unlimited text, call, email
MONTHLY CONTROLLER SERVICES
Going beyond bookkeeping, our Controller Services provide critical oversight and account management to ensure that the right policies and procedures are implemented, and timely, accurate financials are produced. Plus Payroll.
- Monthly Bookkeeping
- Payroll
- Accounts receivable management and invoicing
- Accounts payable management and bill pay
- Management of accounting and bookkeeping processes
MONTHLY CFO & ADVISORY
We dive deep into customized reporting specific to your business needs, such as expense analyses, cash flow projections, payroll projections, benchmarking, and more! Our CFO & Advisory Services are typically provided in conjunction with monthly Bookkeeping or Controller Services.
- Monthly Bookkeeping
- Monthly Controller
- Monthly CFO and Advisory
Add-On Services
- Software Setup
- Software Monthly Subscription
- Payroll Setup with Gusto
- Software Training
- Clean-up/Catch-up Services
- Location Tracking
- Monthly Budgeting
- Benchmarking
- Custom Reporting
Why Work with The Trusted Bookkeeper?
Timely Response
I will reply to your emails or return your phone call within 36 hours M – F.
I take pride and distinguish myself from others with my response time. I guarantee that I will live up to this standard, or you get a free month of service! Yep, that’s how I roll!
I want you to know that I respect our relationship. You deserve a bookkeeping professional whom you can trust to call you back or return your email.
Unlimited Support
There’s no stopwatch on this relationship. If you have a question or you need something…give me a call. Shoot me an email.
I never bill by the hour. That’s a recipe for disaster. In this kind of hourly-rate arrangement, you might not contact me because you’re worried about the charge. NO LONGER!
Proactive Guidance
Hey, let’s put this out in the open…doing the books doesn’t directly make you any money. It’s required and necessary. But bookkeeping reports are based on HISTORICAL performance. It’s inherently reactive in nature.
While bookkeeping is important, it’s not going to move the needle on your profitability. But…proactive guidance will! This enables you to affect change in the future of your business. In short, it gives you more cash in the bank.
Tell me if this sounds familiar:
- You’ve invested a substantial amount of money establishing your business, but you do not see an ROI as quickly as you’d like.
- You’re spending too much time working ON the business instead of IN the business.
- You feel like you’re spread too thin across your client's work and don’t have the time to deal with your business's financial aspects.
- You’re unsure how much to pay yourself, and your quarterly/annual tax installments are a constant source of confusion that risks becoming a nasty surprise come tax time.
- You’re unclear on your business's exact financial health at any given time, which makes it difficult to make important decisions with total clarity and confidence.
If you agree with any of the statements above.
Schedule your free consultation today.
Do you need help to file your taxes?
Meet our trusted Tax Professional
Hi there, I am Tarcila!
Anna thought would be a good idea to introduce myself.
I am an Enrolled Agent. I am admitted to practice before the IRS. I am a tax professional with a background in accounting. I’ve always had a love for numbers. But what I love most is using my knowledge to help small businesses and services industry workers to get organized and maximize their profits.
(781) 812-5826
