Bookkeeping Service Packages Designed to Fit Your Business Needs.

Full Support Package

When business owners try to save money by doing their own bookkeeping or delegating it to another team member, they are expending valuable time and energy that could be better used growing the business. When they hire us to do their bookkeeping, they free themselves up to spend their time doing what they do best. Stress and worry be gone.

Remote turn-key Personal Financial Assistant

  • Payables reconciliation
  • Investigation of outstanding AP issues
  • Vendor transactions maintenance
  • Reconciliation of bank and credit card accounts.
  • Standard financial and management reporting

Money, Booking,and
Support 101

QuickBooks is the ideal business accounting software for entrepreneurs and there are benefits of having a team member learn how to use.
Saves you time on bookkeeping and paperwork since most tasks can be automated.

Your business can grow. You can get paid faster and invoice clients. You can pay your bills online. You can customize QuickBooks to work the way you need.

  • Tutorial on how to use software – QuickBooks
  • Instruct how to work with Payment Platforms (PayPal/Square/Stripe)
  • Teach client on how to create invoices (AR), receive payments, apply payments, enter bills (AP) and pay bills
  • Use credit card functionality
  • Create Client and Vendor records
  • 6 hours of training
  • 3-month support availability

More Great Resources.

Count on Patty recognizes not all businesses can afford to invest in a bookkeeper or coaching, which is why you can find helpful tips and programs to get you started moving towards business success on our resources page and in our store. Access DIY and self-paced courses by clicking the resources button in the menu.

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