THE PROCESS
When you hire us, you will be treated with care during every step of the process.
The first thing we will do is set up a free consultation telephone call with you that will help us better define the solutions you need. We’ll go over what sources of income and expense you have and create a plan for delivering your information.
We offer two different options for bookkeeping.
1. A full-service monthly bookkeeping option.
2. DIY option which includes access to Jacqueline for continuous consulting and guidance.
1. Full-Service Monthly Bookkeeping
Get back to doing more of what you love and focusing on the fun part of your business. A bookkeeper from my team will import your transactions via bank feeds, categorize income and expenses, and reconcile the linked accounts. I will personally review the bookkeeping each month so you’ll have two sets of eyes on your books, making sure things are done correctly.
Base price includes: Reconciliation of 2 accounts for online software, phone, & email support.
2. Be Your Own CFO
Your DIY bookkeeping resource. This course covers how to set up your business, explanation of sales tax and self-employment tax, how to set up a usable bookkeeping system, how to pay yourself and others, and common tax deductions and how they work for your business. You have access to the content so you can refer back to a topic as you work.
BONUS: Access to Jacqueline to ask questions as you work through the process.
Looking for an all-inclusive tax and bookkeeping solution?
Virtual CFO service may be the perfect fit for your business!
HOW MUCH DOES IT COST?
* Bookkeeping: Payment due in full to begin work. The recurring invoice payment due at the beginning of each month to continue assistance.
HOW DO I GET STARTED?
We are so excited you have found us, and we can't wait to start working with you! To get started, all you need to do is click the "Let's Get Started" button. This will take you to an online form with a few quick questions that will help us get a picture of your business. If you prefer to send us an email, you can do so at contact@ur1cpa.com. We are looking forward to talking with you!