How I Can Serve You...
A package to fit your needs
GOLD PACKAGE
- Weekly recording, categorizing, and reconciling transactions
- Monthly reports
- Access to monthly coaching calls
- Bi-Annual budget creation
- Year-end tax ready reports for your CPA
- Optional…. Accounts Payable/Accounts Receivable Services
SILVER PACKAGE
- Monthly recording, categorizing, and reconciling transactions
- Monthly reports
- Access to quarterly coaching calls
- Annual budget creation
- Year-end tax ready reports for your CPA
BRONZE PACKAGE
- Quarterly recording, categorizing, and reconciling transactions
- Quarterly reports
- Access to quarterly coaching calls
- Year-end tax ready reports for your CPA
Bronze package begins at $199+ a month depending on your needs.
Have I peaked your interest?
If yes, then continue reading below ……….
Diagnostic Review
Similarly, my Diagnostic Review is like lifting the hood of your books to uncover any issues, concerns, or areas needing attention.
Upon completion of my assessment, I’ll present a comprehensive report outlining my observations and recommendations. You can then choose to address these matters independently or engage my services for assistance.
Here's How It Works:
STEP 1:
Let’s Talk
Have we spoke in person? Great! We can check that off our list. If not, fill out the Contact form and I’ll be in touch.
STEP 2:
Consultation
Schedule a free, no obligation consultation with me. I can get a clearer picture of your needs and see if I’ll be a good match.
STEP 3:
Proposal
If we seem like a good fit then this is where the ‘Diagnostic Review’ comes into play. You’ll set me up with ‘accountant’ access to your books and I’ll provide a proposal from what I find.
STEP 4:
Contract
Upon the acceptance of the proposal, I will send you an engagement letter and invoice. Once you have signed the letter and paid the invoice, we will begin our onboarding process. And I begin making your life easier.
BOOKKEEPING SERVICES
Virtual Bookkeeping Services
All bookkkeeping services provided by CKB Precision Bookkeeping are done in Quickbooks Online.
Receipt Management
Receipt management is done in Google Drive or Quickbooks Online.
Schedule Free Consultation
Let’s see if we are a good match! Click the button to find out how I can help.