Additional Services

Software Setup and Training

If you’d like to handle your own bookkeeping but need help getting started, we’ll spend up to two hours organizing and setting up your accounting software and learning to use it.

Set up and sync new accounts
Reconcile accounts
Produce financial reports
Create and send invoices
Follow-up email communication or troubleshooting for 1 month

Corporation Setup

If you are ready to incorporate your business, setup includes:

Name availability search
Obtain employer identification number
File appropriate documents with your state
Certificate of filing or stamped formation documents
Custom Corporation/LLC kit and seal
Registered agent for first year, if needed

Personal Finance

Manage your personal finances including budgeting, reconciliations and bill pay.

S-Corp Filing

Money Score

A success roadmap so you can gain control over your money. Nine weekly sessions provide the roadmap for changing your behaviors and thinking around money. Learn to implement the tools, i.e. budgeting, etc. while working through your mental barriers for long-term success. I will coach you through four major areas: Mental, Mission, Method, and Motion. Is it easy? No. Is it worth it? YES!

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Disclosure: Some of the links above are affiliate links, meaning, at no extra cost to you I will earn commission if you click through and make a purchase.