Add-On: Bookkeeping that you can rely on
Our Bookkeeping Add-On is designed to ensure that your financial data is always accurate and up-to-date, providing you with the solid foundation you need to make informed business decisions.
This service can be seamlessly added to any of our ongoing support plans, such as Strategic Advisory or Fractional CFO/COO services.
WHAT'S INCLUDED
- Comprehensive financial health assessment
- Financial data quality review
- Annual financial planning (cash flow, sales benchmarks, etc.)
- Issue-specific action plan
- Two weeks of post-intensive async implementation support
What’s Included
- Transition to Xero: We’ll handle the entire process of moving your financials to Xero, ensuring a smooth and hassle-free transition.
- Financial Review: We’ll conduct a thorough review of your finances as of the first of the year to ensure everything is in order.
- Weekly Bookkeeping: Your books will be maintained on a weekly basis, keeping your financial data current and accurate.
- Easy Client Portal: Communicate directly with your bookkeeper through a simple, easy-to-use portal, making it easy to stay on top of your finances.
- Monthly Performance Report: Receive a detailed report each month, summarizing your business’s financial performance and highlighting key metrics.
Add-On: Bookkeeping
Starts at $500/mo
Not ready to dive in just yet? Let’s chat to see if this service is right for you.
Get More Help with Our Bookkeeping Add-On
This service can be seamlessly added to any of our ongoing support plans, such as Strategic Advisory or Fractional CFO/COO services.
Add-On: Bookkeeping that you can rely on
Our Bookkeeping Add-On is designed to ensure that your financial data is always accurate and up-to-date.
"This has been an AMAZING experience. I am so freaking thankful that I found Susan and had her do this. I feel completely empowered over my numbers for the first time in years, despite my obsession with Excel sheets and tracking numbers."
Pia Silva
No BS Business / Worstofall Design
"I feel so much smarter and better-prepared to lead my team into the next year equipped with the framework Susan set up for me.
Thank you thank you!"
Thank you thank you!"
Tamara Kemper
The Process Mavens
"I love how Susan just casually throws out an incredibly magical and efficient all-around perfect solution like it's nothin'"
Rachel Jordan
Teach FX
"Susan makes your life easier. Working with her is like working with a dream. She always seems to figure out how to do extremely complicated things with ease. If you have a chance to work with her DO IT. She is an absolute delight and your business will never be the same."
margo Aaron
That Seems Important / Brainstorm Road
"Now I feel crystal clear about where money is coming from, when, and why. I finally have a grip on this money thing. It's not only no longer scary — it's actually fun. Susan is the best in the biz — and for good reason. Dive first into this adventure, and watch the way you see your money transform. You'll be glad you did."
Hillary Weiss
Creative Director
"Susan offers data and solutions up the way they should be - so black and white, just really clean information, straight to the point, it's not candy-coated."
Chris Strompolos
Fanology Social
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