After the initial set up (onboarding), I will manage your books on a monthly basis.

This means I’ll check in periodically throughout the month to do reconciliations. At month end (early in the following month), I’ll send you an email with any questions I may have if clarification is needed. Once I have your answers, I’ll finalize your financial statements and send them to you (and your CPA, if you wish).

You’ll have your books by the 15th (or before) at which point we’ll meet on Zoom to review, discuss and clarify any questions you may have.

I’m also available for additional virtual meetings if you want to talk through any financial or business decisions. This is considered consulting and is a separate fee from monthly bookkeeping.

I’m ambitious. Like you (my fellow entrepreneur), I run my own successful business and know that, with the right mindset and systems in place, there is no limit to your success.

I’m a forward thinker. While my bookkeeping work entails looking back to discover what happened, this history check provides me the tools I need to give you valuable insights on how to move forward with confidence.

I’m systematic. I follow the accounting cycle to a T when doing my clients’ books.

I’m self-motivated. You will never have to hunt me down for your books. I’m going to deliver them to you on time every month, maybe even early in some cases. And that’s because…

I love answers. I want to know your business’s true story (almost) as much as you do!

It’s okay if you don’t have it already. I’ll get you set up in Clone’s preferred software, Xero.

If you are currently using a different software, like QuickBooks Online, we will need to make the switch. There are a host of reasons that I prefer Xero over its competitors, but the best reason is that I’m a Xero Partner and there are times when I can pass along savings to new clients.

You can either pay for the software directly or I can add it to my monthly fee as reimbursement.

For personal finance clients, it isn’t always necessary to use accounting software, depending on the number of bank transactions you have. I have a few tricks up my sleeve on this point.

No problem.

Part of the onboarding process is to clean up your books from either the first day of business or the first day of the current year, whichever you prefer. This is a discounted incentive for new clients.

I’ll need online access to banks, credit cards, PayPal (or whatever platform you collect payments on), and your invoicing system.

Most of these allow a read-only accountant log in. I’ll help you get it set up.

This access will allow efficient workflow for me and I won’t have to bother you for more information which can be found within these platforms.

I use a premium password vault that stores encrypted passwords so access to your financial data is secure.

My base monthly packages start at $400 per month. With clear communication and good systems in place, most of my clients fall into this minimum. We will discuss the size and scope of your business’s needs and potential complexities during our consultation call to determine if this is the right package for you.

If you need your books caught up, there will be a one-time discounted set up fee.

You will be billed on a monthly autopay basis. I accept Paypal and Stripe (credit cards).

No, I don’t file your tax return.

I highly recommend working with a CPA for multiple reasons, the most important being that tax laws change constantly. Part of your CPA’s job is to keep up with these changes. Your CPA will have the most up-to-date information on which deductions are allowed for your type of business.

Your bookkeeper’s focus is on the daily, weekly, monthly and quarterly transactions of your business. The reports I generate for you on a monthly basis is what will make your CPA’s job easier and get your taxes filed more quickly.

That’s where I come in!

I believe it is vital for your bookkeeper to have a good working relationship with your CPA. I would love for you to introduce us via email so that I may start a conversation with him or her.

Not necessarily.

CPAs get very busy during certain seasons because their job is to file all their clients’ taxes within tight deadlines. In many cases, they aren’t reviewing your books for many months at a time, sometimes waiting until year’s end or even a few months into the following year as they begin your tax return.

Monthly bookkeeping is essential so that you can make better business decisions throughout the year. Imagine not seeing last January’s financials until April of the following year! What could you have improved during all that time?

Also, CPAs charge around $250 per hour, so you will save a lot of money by hiring a bookkeeper.

Your success depends on you! What I can tell you is that you’ll have a much better shot at success when you know your bottom line on a monthly basis.

My office is located in Lacombe, LA, but I work virtually with small businesses and individuals throughout the US.