FINANCIAL BUSINESS TRAINING & BOOKKEEPING
Your financial goals are in sight!
TESTIMONIALS
"Kayla is a GODSEND. She’s been handling my books for my professional voice studio for the last year and a half and I couldn’t be more impressed with her work. She is timely, professional, responsive, and her attention to detail is top notch. She works well with my accountant’s needs as well as the needs of the business. Sincerely can’t recommend her more!"
~ M. in Virginia, Coaching and Social Media Influencer
"Knowledgeable, kind and patient.
Kayla is awesome! Her knowledge of QB online is fantastic. Our books are a mess due to mismanagement, mostly on our part, but I don’t feel so overwhelmed thanks to Kayla. I’m actually excited to learn this software with her better once we get all straightened out. I’m really grateful I found her:)"
~ C. in California, Technology
"Kayla helped me figure out how QuickBooks could be used as a tool for my business’s financial health and project management. She was knowledgeable and came prepared. Great to work with."
~ B. in California, Architecture
"I have been working with Kayla once a week for a while now and I can’t stress enough how wonderful it has been. She has helped me tremendously! I was going from a QuickBooks desktop version to QuickBooks online version and she has always explained in detail all the steps I’ve had to take to get things setup exactly the way I want for my business. She is extremely knowledgeable and always has the answer to every question I’ve had. I honestly don’t think I could’ve gotten things up and running so efficiently if it wasn’t for Kayla.
~ T. in California, Home Services
"Amazing!! She is wonderful and super knowledgeable. I highly recommend her to anyone needing help with quickbooks. She took a deep dive into software and helped me with things I didn't even know I needed."
~ N. in Arizona, Photography
"Kayla is awesome! She was able to answer all my questions and made it so easy to understand everything. Very knowledgeable, patient and great at explaining everything I needed to know. Highly recommend!!!"
~ L. in Arizona, Construction
"In a short time, I was able to learn many things about QuickBooks.
It wasn't as stressful as I thought it would be, but actually very uplifting
to gain more and more knowledge about the software."
~ K. in California, Security
"As a small business owner, I place Kayla as an expert amongst experts when it comes to QuickBooks Online! Kayla has been extremely helpful and instrumental in setting up my business on QuickBooks Online and teaching me how to properly reconcile items for bookkeeping!
She is very knowledgeable with QB and even more patient with me during our sessions. I literally could not have done this without her!"
~ S. in California,
Physical Therapy Practice
TRAINING
$100/hour
​​
SERVICES BASED ON YOUR NEEDS
​
How to use QuickBooks Online specifically for your business
-
How to use features (record transactions, invoices, bills, project-based or billable transactions, reconcile)
-
Setup your books including a customized Chart of Accounts (list of accounts & categories)
-
Adapt to updates
-
Resolve issues from glitches
-
Create workarounds for specific needs not available by default
How to understand reports and the financial side of your business
DELUXE
BOOKKEEPING
Starting at $500/month
​
​
SERVICES BASED ON YOUR NEEDS
​
Record financial transactions
Reconcile balances (1-8 accounts)
​
Track sales tax collected and remitted (and split from income if included in payout deposits)
Track assets, loans, & payroll liabilities
Update payroll amounts
to show gross wages on P&L
Update merchant payouts
to show gross sales on P&L
​
Prepare and send Profit & Loss report
Year End checklist and review
Prepare 1099 report and optional filing
PREMIUM
BOOKKEEPING
Starting at $950/month
​
​
SERVICES BASED ON YOUR NEEDS
Record financial transactions
Reconcile balances (9-15 accounts)
​
Same as Deluxe plus...
Accounts Receivable (invoices)
Accounts Payable (bills)
Resolve or adapt to software issues
Job or project tracking
​
Prepare and send applicable reports
Analyze financial performance, KPIs
Set financial goals
Monitor budget
Monitor cash flow performance
​​
​​​​