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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

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SERVICES BASED ON YOUR NEEDS

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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

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SERVICES BASED ON YOUR NEEDS

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Record financial transactions

Reconcile balances (1-8 accounts)

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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

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Prepare and send Profit & Loss report

Year End checklist and review
Prepare 1099 report and optional filing

 

PREMIUM
BOOKKEEPING

Starting at $950/month

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SERVICES BASED ON YOUR NEEDS

 

Record financial transactions

Reconcile balances (9-15 accounts)

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Same as Deluxe plus... 

Accounts Receivable (invoices)

Accounts Payable (bills)

Resolve or adapt to software issues

Job or project tracking

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Prepare and send applicable reports

Analyze financial performance, KPIs

Set financial goals

Monitor budget

Monitor cash flow performance

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