BUSINESS FINANCIAL SERVICES
I’ll balance the books while you balance the rest.
I help small business owners break free from the time-consuming, frustrating, and often emotional burden of keeping accurate and up-to-date financials so they can carry on doing what they do best.
financial managment Set up
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What should we know about the services you provide? Better descriptions result in more sales.
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What should we know about the services you provide? Better descriptions result in more sales.
quickbooks online Clean up
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What should we know about the services you provide? Better descriptions result in more sales.
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What should we know about the services you provide? Better descriptions result in more sales.
Strategy
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What should we know about the services you provide? Better descriptions result in more sales.
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What should we know about the services you provide? Better descriptions result in more sales.
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Work with you to get your Quickbooks online account registered, bank account linked and create access for your CPA and bookkeeper.
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6-12 months of
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Description text goes here
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Before we jump into cleanup or or ongoing services, I’ll take a detailed look under the hood of your QuickBooks Online account or bookkeeping practices.
This includes reviewing your chart of accounts, bank feeds, reconciliations, and overall structure so I can get a clear picture of where things stand.
This will require an invitation as an accountant to view your QB account
We’ll meet for a quick review session so I can share what I found and outline the scope of any needed work.
$150 — (this can be) applied toward your deposit if we move forward together!
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Once we’ve decided to start working together, it’s time to set up my access to the necessary accounts and statements.
Examples of Key Log-ins I’ll need:
Invitation as accountant to Quickbooks online
Bank account view or manager access
Credit card view or manager access
Sales tax portal login credentials (if applicable
Quickbooks online account creation
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Description text goes here
Set-up
Clean- up
Monthly or Quarterly bookkeeping
QUICKBOOKS ONLINE
What are your expenses? Where does your money go each month? They’re your dollars and every single one of them is important.
CATEGORIZE
Are you and your bank on the same page? Any suspicious charges, forgotten recurring subscriptions or big cost jumps? Let’s find them.
RECONCILE
REPORTS
Prepared statements sent directly to your inbox. Need help breaking them down or a sounding board for cost-cutting or growth dreams? Happy to chat.
LET’S TALK!
We’ll start with A 15 MINUTE DISCOVERY CALL and go from there
If the available booking times don’t work for your schedule, use the contact form below or email Annie@thewildbalance.com, and we’ll work something out!
Meet your keeper
ANNIE KERR
With over 15 years of experience navigating the exciting and often challenging world of entrepreneurship, I understand the unique complexities of operating a small business. With me on your team, you’ll have peace of mind knowing the details and ins and outs of your money are carefully tracked, giving you a clear picture of your business’s financial health.
ANNIE@THEWILDBALANCE.COM
WILLISTON, VERMONT