About Megan
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Onboarding
$175. This covers a 60 min video chat to discuss needs, workflows, and goals. Also this covers the cost to have them boarded into my system and 30 day catch up. Anything more than 30 days will require a separate catch-up fee.
Clean Up Services Include:
Historical clean-ups up to 7 years prior
Categorization and reconciliation of all bank accounts & credit cards
Balance sheet updated to adjust current assets and liabilities and long-term assets and liabilities
Prior period report generation for yearly, quarterly, or monthly.
*Typically clean-up services are required if you have not had previous accounting services or maintained financial records.
Monthly Ongoing Services
- 60 min video chat
- Unlimited emails, phone calls, and access to our team
- Document collection
- Maintained Accounting Software
- Organization & categorization of transactions
- Account reconciliation for all bank & credit card transactions
- Monthly reports of Balance Sheet, Profit and Loss, and Statement of Cash Flows.
- Maintained Chart of Accounts
- Receipt categorization
- System and process workflow integrations and improvements
- Payroll
- Profitability Strategy Summary Email
Operates in
3 Different Accounting Software
