Money Smart Bookkeeping
Get your financials to make sense and bring you peace of mind.
You’ve tried to organize your books before. You get off to a good start - but it doesn’t stick. You run out of time and get stuck feeling behind.
Do any of these sound familiar?
✔ You're constantly saying that you will get to it tomorrow…
✔ You're always having to chase down payments…
✔ You feel like you don’t understand how your business is doing…
✔ You're frequently thinking that there is information missing or incorrect…
Imagine what it would feel like if you knew exactly how your business was performing on a monthly basis.
What if I told you that you could...
✔ Free up your time to work ON your business
✔ Have someone to help follow up on payments
✔ Have peace of mind in knowing your monthly financials are done & correct
Introducing:
Bookkeeping Services
Bookkeeping & Financial Reporting
With bookkeeping services, you can get:
Time
The average business owner spends between 5 and 10 hours each week on the companies financials…..
Where could you redirect your time to?
Peace
The peace of mind in knowing that your finances are being taken care of.
Understanding
The Top 3 Financial Reports tell you the health of your business and are the life line for all future choices…
What are your financial reports telling you?
What People Are Saying:
'“Jennifer is a Bookkeeping Guru.”
— George
“If you are serious about getting your finances in order & delegating out to a true professional; I would not hesitate to recommend Money Smart Bookkeeping.”
— Carrie
Here’s what you get:
1. Bookkeeping
Transaction entry from bank feeds - code, accept or match transactions
Third Party app support and workflow support for QBO invoicing
Reconciliation of all credit card and banking accounts
2. Financial Reports
Top 3 Monthly Financial Reports - Balance Sheet, Income Statement & Statement of Cash Flow
30 Minute Financial Statements review meeting - Monthly or Quarterly
Industry specific reports as needed.
3. Customer Support
Unlimited Support: Client portal for secure document storage, direct communication and support. If you have a question or need something, send a request in the client portal or request a zoom/phone call. We will never charge you by the hour for support.
Timely Response: We want you to know that we respect our relationship. You deserve a bookkeeping professional with whom you can trust to call you back or return your email. For that reason, we guarantee that we will reply to client portal requests or return your phone call within 24 to 48 hours during working business days.
Now booking clients!
Here's what happens:
Step 1.
Schedule a Discovery Call where we can learn more about your business, tell you more about the services we offer & answer any questions you have.
Step 2.
If accepted, we will send over an engagement letter, the first invoice & On-Boarding instructions for how to get started.
Step 3.
We will Review or Setup your QBO account including: Chart of Accounts, Products & Services and ensure Bank Feeds are working correctly.
Step 4.
Bookkeeping services performed *based on service level: transactions are categorized weekly, bi-weekly or monthly with Financial Review meetings either monthly or quarterly.
FAQs
1. What is the price based on?
The base price is based on if you need monthly or quarterly financial review meeting and reports.
2. Do you provide Accounts Receivable or Bill Pay support?
Yes to both!
3. Can you upgrade/downgrade service levels?
Yes! If there is a time where business volume increases or decreases and you need to adjust service levels accordingly. New proposal quote will be given as needed.
4. How often will the price change?
I preform a yearly review just before the anniversary of service…if any increases need to happen you’ll have more than a months notice to accept pricing changes.