Services & Pricing

Small businesses often can’t afford full-time staff for specialized tasks. That’s where my flexible service packages come in. For a base subscription of $400 per month, you receive 8 billable hours to use as needed, providing you with a full working day of support each month. Additional hours are available if required.

Each service comes with an estimated time commitment, tailored to your specific needs. Let’s discuss how I can lift the weight of some of your day-to-day pressures and help streamline operations so that you can focus on the parts of your business that bring you fulfillment.

  • Complete Payroll Management & Employee onboarding

  • QuickBooks Account Customization & Monitoring

  • Profit/Loss

  • Financial Forecasting

  • Business plan with income goals and benchmarks

  • Toast & POS System Expert (POS system troubleshooting )

  • Email & other administrative tasks

  • CRM database organization

  • Expansion strategy and logistics coordination

  • Filing LLC and Employment Identification Number

  • Sellers Certificate & Employment Tax Filings

  • Property and lease valuation to identify the best property for your use

  • Market research and demographics ensure the best situation for potential business.

Payroll and Employee onboarding

  • Handle all onboarding of employees into the system ensuring all accurate contact information, positions, and wages, are accurately input into the system.

  • Be a direct contact for new employees and get them access codes to POS system, edit timecards, or answer any questions regarding payroll

  • Ensure accurate timecards and break adherence, reducing liability for your company.

  • Customized payroll schedule and tip management best suited to business.

POS system support, troubleshooting, installation, and general IT support.

  • Toast POS system expert

  • Customize and maintain POS screens, both front and back of house

  • Troubleshooting and support

  • 16 years of CRM database experience improving UI and adding functionality

Custom Monthly Profit & loss Reporting/ Bookkeeping/ Budgeting

  • Accountant Pro for QuickBooks

  • Custom QuickBooks account setup and continuous transaction categorization.

  • Monthly or bi-weekly meetings to go through financials, savings goals, and any improvements or adjustments that can be made

  • Custom Budget with savings goals and spending maximums based one income and expenses

Accounts Payable and Accounts Receivable

  • Set up vendor/wholesale accounts which includes Fill out all required documentation for the accounts and corresponding as needed

  • Ensure all invoices are paid on schedule and payment methods are accurate.

  • Follow up to collect invoices as needed, ensuring on-time payment and adding profitability to your business.