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The most challenging part to managing your business's finances isn't the tax filing itself but actually reaching that stage. You can't complete an entire year-long trip in a single day! This is why regular daily, weekly, and monthly maintenance of your business books is essential; it’s not just a nice-to-have but a must-have for your business.
How can you effectively determine your profitability for this quarter? Are you prepared for the upcoming season or next year's growth? Without staying on track with The Bikini Bookkeeping's monthly bookkeeping packages, you will have clear answers.
While there are many bookkeeping and financial options available, we are committed to understanding your business deeply and guiding you through every step, including QuickBooks Online management.
Ideal for solo surfers, creatives, and small biz owners.
Review of existing books, identification of issues, assessment of financial processes, and setup recommendations.
Online, real-time management of your financial position through QuickBooks Online.
Bank accounts, credit cards, loans, and other financial accounts requiring monthly reconciliation
Categorization and matching of transactions per month for all accounts total.
Monthly reconciliations
Preparation and review of monthly financial reports, including P&L, Balance Sheet, and Cash Flow Statements.
Email and phone support when you need it
Keep your financial records organized and readily available for your tax professional.
Quarterly Client Check-ins to discuss your reports, provide training, and more.
For growing small biz and creative ventures.
Review of existing books, identification of issues, assessment of financial processes, and setup recommendations.
Online, real-time management of your financial position through QuickBooks Online.
Bank accounts, credit cards, loans, and other financial accounts requiring monthly reconciliation
Categorization and matching of transactions per month for all accounts total.
Monthly reconciliations
Preparation and review of monthly financial reports, including P&L, Balance Sheet, and Cash Flow Statements.
Email and phone support when you need it
Keep your financial records organized and readily available for your tax professional.
Quarterly Client Check-ins to discuss your reports, provide training, and more.
For ambitious entrepreneurs & big dreams.
Review of existing books, identification of issues, assessment of financial processes, and setup recommendations.
Online, real-time management of your financial position through QuickBooks Online.
Bank accounts, credit cards, loans, and other financial accounts requiring monthly reconciliation
Categorization and matching of transactions per month for all accounts total.
Monthly reconciliations
Preparation and review of monthly financial reports, including P&L, Balance Sheet, and Cash Flow Statements.
Email and phone support when you need it
Keep your financial records organized and readily available for your tax professional.
Quarterly Client Check-ins to discuss your reports, provide training, and more.
Beyond basic bookkeeping, I offer specialized assessments and advice to boost your business’s financial health—relaxed and beachy style! Let’s optimize your internal controls and workflow.
Managing vendor bills, tracking due dates, and preparing payments for your approval—ensuring you avoid missed payments and maintain strong vendor relationships. With our monthly bookkeeping packages, you can have up to 10 managed vendor transactions per month, streamlined through QuickBooks Online management. Our AP services include: Vendor bill entry, due date tracking, payment preparation, and expense categorization.
Manage customer invoicing and monitor outstanding balances as part of our financial assessment services to improve cash flow, reduce overdue accounts, and stay informed about who owes you money. Our monthly bookkeeping packages include up to 10 managed vendor transactions per month and feature QuickBooks Online management for seamless tracking and reporting. AR covers: Customer invoice tracking, payment recording, outstanding balance monitoring, and basic collections reporting.
Need a little bit of both, with a lower volume for each? Consider our monthly bookkeeping packages that include a bundled add-on for AR/AP services. Enjoy up to 20 managed vendor transactions per month, either through our financial assessment services or via QuickBooks Online management.
Services for up to 10 vendors at a cost of $150 per month. This entails a detailed review of vendor payments, identification of reportable vendors, verification of existing vendor information, preparation and electronic filing of 1099 forms, and distribution of recipient copies.
Get your books updated and back on track! This ensures your financial records are accurate, but need to be refreshed with current information.
Example: 6 months behind with 2 accounts and have 75 transactions per month, the cost calculation would be: 6 x $250 = $1,500.
Example: 6 months behind, servicing 5 accounts and 200 transactions would be: 6 x $450 - $2,700.
Correct inaccuracies, resolve reconciliation issues, and restore confidence in your financial records with our financial assessment services. This may involve company-level corrections on the Chart of Accounts or other major resolutions.
Example: 6 months behind, 2 accounts, and 75 transactions per month: 6 x $450 = $2,700
Example: 6 months behind, 5 accounts, and 200 transactions per month: 6 x $650 = $3,900
Pricing varies based on your business needs—let's chat! I tailor bookkeeping plans to fit your unique vibe. Reach out today for personalized financial solutions and keep your business beachy and stress-free.
Every business has unique financial needs. We invite you to explore our financial assessment services and learn more about how The Bikini Bookkeeper can assist you with our monthly bookkeeping packages and QuickBooks Online management.
Call or email to schedule an appointment!
Mon | By Appointment | |
Tue | By Appointment | |
Wed | By Appointment | |
Thu | By Appointment | |
Fri | By Appointment | |
Sat | By Appointment | |
Sun | Closed |
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