BOOKKEEPING SERVICES
Best for:
Owners who want a clear view of cash flow and performance
Business planning for growth (new hires, marketing spend, etc.)
Anyone who wants to stop guessing and start tracking key numbers
What you will get for this service
Stay ahead with valuable insights
Customized dashboard (Google Sheets or Excel) build around your business
Track what matters most
Defined KPIs made specifically for your business
Stay up-to-date on your metrics
Monthly update option (we can refresh and review it monthly)
Easy enough to use
Short walkthrough call so you know exactly how to use it
All we need from you are
Your goals (ex. reduce overspending, plan hiring, stabilize cash flow)
A few simple inputs (pricing, monthly costs, expected income, upcoming expenses)
Your preferred tracking styles (simple dashboards and confirm assumptions)
Timeline
One-time build: typically 5-10 business days after we receive access and inputs
(Timeline depends on how quickly we receive inputs and confirm assumptions)
Hourly offer at $75 (one-time build)
and $99/month (maintenance)
Every dashboard is tailored to your business goals. We begin with a discovery call to understand what you want to track, then provide a clear scope and fixed project estimate before any work begins.
Ongoing add-on: refreshed monthly after your books are closed
