About
Mistress (n) : /ˈmistris/
1. a woman in a position of authority or control.
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Services Offered
DIY Bookkeeping Tiers
Each of these tiers is a semi-DIY option that allows you to keep control of the entry of transactions on a weekly or monthly basis in the software of your choice. I will request needed documents once a month to provide an accurate review so you can get a pulse on where your business stands. If you would like assistance setting up a QuickBooks file or if you need Triage bookkeeping on an existing one, please reach out!
Tier 1 - The Once Over
- Up to 3 emailed questions per month
- Monthly review of QuickBooks file (or other accounting software)
- (1) One hour zoom meeting to review business health and answer any questions you have come across
- Access to bookkeeping checklists – can be customized to your business/needs for an additional fee
- (2) one hour one-on-one training via zoom with a six month commitment
- Up to two cash accounts and one liability account
Tier 2 - The Second Opinion
- Up to 5 emailed questions per month
- Monthly review of QuickBooks file (or other accounting software)
- (2) One hour zoom meetings to review business health and answer any questions you have come across
- Access to bookkeeping checklists – can be customized to your business/needs for an additional fee
- (4) one hour one-on-one training via zoom with a six month commitment
- Up to four cash accounts and two liability accounts
Tier 3 - The Lifesaver
- Up to 7 emailed questions per month
- Monthly review of QuickBooks file (or other accounting software)
- (2) One and a half hour zoom meetings to review business health and answer any questions you have come across
- Access to bookkeeping checklists – can be customized to your business/needs for an additional fee
- (6) one hour one-on-one training via zoom with a six month commitment
- Up to eight accounts – can be split between cash & liability in any way
QuickBooks Online Subscription Selection & Setup
Starting out can be overwhelming! Knowing what software will best serve your needs is an important step. If you need to process payroll, sales tax, or track sales by location, there is a software solution that can work!
Monthly, Quarterly, & Annual Reconciliations
Tying accounts to bank, credit card, and loan statements at whatever interval best suits your business! This ensures the accuracy of the other reports that are generated based on banking information.
QuickBooks Training
A great option if you would like to keep your own books or hire someone in house! I can provide training and support to fit the needs of your business and ensure accurate records for reporting and compliance.
Accounts Payable
QuickBooks Desktop to Online Conversion
Accounts Receivable
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Contact Us
Better yet, give us a call!
916-435-4177
Accrual Mistress Bookkeeping and Consulting
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