You're making money, but have no idea how to make your money work for you.
You're booked out (or close!) and feeling the stress and strain of managing your own books on top of everything else.
You're not excited, or let's be honest... a little afraid, of letting someone peek into your finances and see behind the scenes of your small business.
You've signed on new clients, but your bank balance isn't increasing like you expected.
You want to outsource or bring on a contractor to ease your workload, but you have no idea if you can actually afford it.
“Before working with Jackie, I was hella confused, overwhelmed, and frustrated. Now I feel in control and on track!
Once you experience the sheer mental relief that comes from working with Jackie and soaking in her expertise, you'll regret not investing in her services sooner.”
Ready to get your finances in order! You have a business bank account and credit card, but you don't know where you go from here.
Setup and optimization of your new QuickBooks account
Customized financial reports
Interactive tutorial so you feel confident maintaining everything
If you have already been through a QuickBooks Setup or QuickBooks Audit and need a little help getting caught back up!
Deep-dive into your existing QuickBooks account
Review of your connections, financials and optimizations to make things are still running smoothly
A clean, organized, beautiful account -- and an updated Financial Report!
This is likely the best investment I have made in my business thus far. I felt like I had a lot of stupid questions and she answered them all thoroughly and clearly. I find that a lot of accountants throw around words that I don't understand and I'm often asking for clarification multiple times, but Jackie explained it at a level that made sense to me.
Confident in the organization of your finances and QuickBooks account, and ready to turn the monthly maintenance over to a pro.
Totally done-for-you, recurring accounting services for pristine books and accurate reports
Monthly custom financial reports
Expert analysis and feedback on financial reports *
Unlimited access to me for help at tax time, help making strategic decisions, and whatever else you need *
Full of tax, accounting and financial questions that you'd love to get some answers to!
30 minutes of my undivided attention and expertise
A chance to ask all your questions and get personalized feedback
Guidance and direction around taxes
Working with Jackie for Monthly Accounting Services has been AMAZING! She’s always there to answer your questions, hop on a quick Zoom call, or send over a video to help with whatever you need.
Let's be honest -- taxes can be the worst (I mean, I love them... but I understand most business owners don't share the love!).
If your QuickBooks is in order -- we can jump straight into it. And if your QuickBooks are a bit of a mess (no judgment here!), we should start with a QuickBooks setup or cleanup.
S Corporations can be a powerful tax-saving tool, but they're not right for everyone! You need an expert to help you determine if the converting to an S Corporation is the best move for you and luckily, I am that expert!
Customized reasonable salary determination
Full analysis (so that you can see the numbers!)
Preparation of Form 2553 (for the IRS!)
Complete Payroll Setup (so you can focus on more important things!)
You absolutely need a business bank account, regardless of your incoming revenue. Keeping your business income and expenses separate from your personal expenses and income is the first step in establishing a professional business. P.S. You don't want to wait until you've got a lot of cash coming in to set up your business bank account -- that's a good way to get stressed out and overwhelmed.
You should be saving 30% of your monthly profit (revenue minus expenses) for taxes. If you're an LLC or sole proprietor, you're responsible for paying 15.5% in self-employment taxes on top of your personal income tax rate.
So much money, yes. When you make an S-Corp election, there are significant tax implications and available savings. Depending on your revenue level, you can save several thousands to tens of thousands of dollars each year in taxes. Overwhelmed by the S-Corp process? I can help you plan and file paperwork to make the process simple and easy!