This monthly accounting and bookkeeping service package will take your books (almost) completely OFF YOUR MIND. AND keep them in working order! Designed to replace chaos, uncertainty (and late-night cold sweats from financial anxiety) with confidence and clarity, this done WITH you service is offered exclusively through SWC. If you aren’t ready for the High end 1:1 service with us but don’t want to tackle your business bookkeeping alone, this is for you.
Categorizing all Income and Expenses
Adding Vendors as needed and linking them to expenses as needed
Reconciling Bank accounts including Paypal in the Software (up to 3)
Providing actionable, common-sensical, easy to navigate Monthly Reports – Balance Statement and Profit & Loss Statement each month
Unlimited Voxer, Messenger and Email Support during office hours
Quarterly In-depth Strategy Sessions where we will look over your numbers, compare previous months/years to current, and devise a financial and business strategy to ensure you’re going in the right direction
Listen, if you have 99 problems and doing your accounting is one you need to get on Lisa Marie’s books ASAP! She can tell you where to file what, how to categorize your money, what to name it etc. If you’re starting to rake in the Benjamins, you need Lisa Marie on your side. Accounting made awesome!
Lisa is amazing! She knows her stuff and lives and breathes numbers. I am always so overwhelmed when I think about my business finances I love the fact that Lisa makes this easy!
“I’ve been working with Lisa Robinson for almost two years and it has been beyond valuable – my finances are tight, cash flow is excellent, and I pay myself and my staff well. We are opening our third office in a week and my $$ anxiety has been super low because I was prepared.”