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What I Do
Clean-Up
Best for books that need to be updated from the prior year...
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Thorough examination of accounts
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Categorize all transactions to maximize tax benefits
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Organize financial statements so reading them is not a chore
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Fix any errors
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Ready books for accountant
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One-on-one session to go over work
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Starts around $900
Contact for pricing!
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Catch-Up
Best for books that need to be updated this year...
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Thorough examination of accounts
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Categorize all transactions to maximize tax benefits
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Organize financial statements for better business management
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Fix any errors
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One-on-one session to go over work
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$75-$125
per month
of catch-up needed
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Monthly
Bookkeeping
Once your books are in working order...
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Monthly subscription to Quickbooks Online
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Monthly recording, classifying, and reconciling of all transactions
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3 financial statements published to your client portal
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A video, once a month, of yours truly, going over financial statements
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Unlimited email access to your HVAC Bookkeeper
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Starting at only $250 per month!
Contact for pricing!
Fractional
CFO
If you need a little extra financial and managerial help...
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Cash Flow Forecasting
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Budget Creation
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Financial Statement Review
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Goal Setting
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KPI/Benchmarking
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​Accountability
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Process Improvement
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Fixed Asset Management
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Business Plans
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Break-even Analysis
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Project ROIs
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And so much more...​
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Price depends on scope of work
Contact for pricing!
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