Financial Peace begins with a solid Foundation
To put it simply, we help creative women find financial freedom in their business ↓
Take the Next Right Step For Your Business
Bookkeeping Services
Monthly Add-On Services
One-Time Services
Bookkeeping Services
The Foundation
For new and small businesses who need simplified bookkeeping at a budget-friendly rate. The basics to help you establish a solid foundation.
Includes:
Monthly income & expense tracking
Monthly reconciliations for bank, credit card, and loan accounts
Monthly allocations/reconciliations of income received
Monthly allocation/reconciliation of any payrolls processed
Monthly financial reports: Balance Sheet + Profit & Loss
Semi-annual strategy sessions
Unlimited support via email + text
Starting at $300 per month
The VIP
For growing and established businesses who are seeking clarity and confidence to take their business to new levels.
Includes:
Monthly income & expense tracking
Monthly reconciliations for bank, credit card, and loan accounts
Monthly allocations/reconciliations of income received
Monthly allocation/reconciliation of any payrolls processed
Monthly financial reports: Balance Sheet, Profit & Loss, and Statement of Cash Flows
Customized Google spreadsheet to track your budget, cash flow, and financial reports in charts that are easy to understand
Includes annual budget review
Quarterly strategy sessions
Unlimited support via email + text
Starting at $500 per month
Monthly Bookkeeping Add-On Services
Want even more time freedom?
Let us be your outsourced financial partner and handle all your tasks.
Managing Invoices
Are you tired of creating, sending, and managing the invoice you send to your clients? Let us handle this for you. We will create and send invoices either weekly, bi-weekly, or monthly. This also includes sending follow-up communications for outstanding invoices past your payment terms.
Paying Bills
We partner with Bill.com to securely manage and pay all your bills. This platform enhances security, giving you complete control over what gets paid and when.
Payroll
Want to process yourself? We can help you with a one-time set-up which includes a discount on Gusto packages.
Want to delegate to streamline the process? Gusto includes efficient onboarding procedures for new hires and timesheet tracking for employees.
When we handle your payroll, we:
Process based on your terms (weekly, bi-weekly, semi-monthly, monthly)Onboard any new employees or contractors
Review quarterly payroll filings
Help you stay compliant
Can help with employee benefits (paid time off, 401K & HSA contributions, etc.)
Pricing based on pay frequency and number of employees
Sales Tax Filing
Need help managing sales tax?
We handle single-state sales tax filings directly or work with Avalara when managing nexus and multi-state filing needs.
Starting at $100/month for a single state
1099 Tracking & Filing
Need help issuing 1099’s to your contractors each January?
We can track, manage, and send 1099’s electronically, so it’s less hassle for you before tax season begins.
$25 per form
One-Time Services
Strategy Sessions
Get answers to your bookkeeping and business questions FAST!
Each call is a 30-minute Zoom call recorded so you can always reference back as needed.
These can be used for:
Understanding your financial reports
Closing out the previous year’s financial reports
Adding depreciation/amortization from your tax return
Understanding a contractor vs employee
Budgeting
Managing cash flows
Goal planning/projections
AND SO MUCH MORE!
Price: $75
QuickBooks Online Setup
Initial QuickBooks Online account setup. Includes a 30-day free trial for QBO, then an ongoing subscription discount for 30% off for the first 12 months.
Let us take the stress out of setting up your new QuickBooks online account. We will lay out the framework so you have all of the foundations to manage your bookkeeping accurately from the beginning.
Get clean, customized categorizes for your chart of accounts and assistance setting up any loans. We will also save customized financial reports tailored to your business so you can actually understand them.
Price: $500
Payroll Setup
Congratulations on adding employees! What a HUGE milestone.
Let us take the fear away by helping you get set up and running.
Apply for all business payroll tax numbers (Ex: Ohio withholding, Ohio unemployment, and BWC accounts).
Setting up payroll service provider account (Gusto, ADP, or Paychex)
Include training video to help you navigating your new software and process your first payroll
Price: $500
Diagnostic Review
For those who have been trying to DIY your bookkeeping, we deep dive into your QuickBooks account to review the accuracy of your financial reports.
This includes a personalized review video to walk you through anything we find that needs to be adjusted going forward.
Price: $350 per company
Cleanup / Catchup
Whether you’ve attempted to DIY or haven’t even thought about your bookkeeping all year, we can get your books up-to-date and ready for tax season!
Pricing depends on the complexity of your accounting tasks and the length of time.
As a powerhouse, creative woman, you’ve mastered your craft.
You’ve single-handedly built your business from the ground up. You are consistently delivering impeccable results to your clients, and you’ve reached some impressive achievements along the way.
But now, you want to take your business to the next level, stepping into your role as CEO.
You crave bigger impacts and bigger profits.
Let’s help you get there!
What Clients Are Saying...
Q&A
Frequently asked questions
When should I hire a bookkeeper?
Most businesses will focus on hiring out tasks that help generate more revenue, but this isn’t always the best place to focus.
Bookkeeping is a necessity, not a luxury.
It’s a non-negotiable. At a minimum, you have to have accurate information to file a tax return. Not to mention, applying for any type of business credit will require two years of clean/accurate financial reports and business tax returns.
It’s likely time to hire some help if:
Your books are never up to date
Your CPA/tax preparer does your bookkeeping once a year (and charging a lot for it!)
Tax time is extremely stressful
Your cash flow is unpredictable
Sales have increased but your profits haven’t
You have no clear financial picture
You aren’t paying yourself
Why do I need a bookkeeper if I have a CPA?
Bookkeeping is more than taxes.
Yes, at a minimum, bookkeeping is a necessary part of tax filing.
However, if you only do your bookkeeping to file your tax return, your missing out on so many benefits!
To name a few, bookkeeping:
provides a clear view of your businesses financial health
lets you strategize and plan for your business future
helps you save AND generate more money
protects you in an audit
helps you obtain a loan and other business funding
catches errors and fraud
helps you pay yourself consistently
AND SO MUCH MORE!
What if my books are a mess (or non-existent)?
There is ZERO judgment here.
You went into business because you are really good at what you do, not because you were good at bookkeeping.
Cleaning up your bookkeeping before seeking help is like cleaning your house before the housekeeper comes.
My specialty is taking something that is messy, inefficient, and overwhelming, and turning it into something clean, accurate, and streamlined.
I love putting the pieces of the puzzle together, improving systems and processes, and creating a solid foundation to move forward on.
Do you offer tax services?
No, we do not handle taxes for you, but we’re happy to refer you to some of our favorite tax preparers!
What information do I need to share?
Ideally, our bookkeeping team will need access to your business bank and credit card accounts, point of sales systems, and payroll service providers. Many of these systems allow accountant (read-only) access to offer higher security. All of your credentials are stored securely through 1Password. This access helps us keep our fees affordable and our efficiency high.
Is QuickBooks Online required?
Yes. Our team must use QuickBooks Online to handle the bookkeeping tasks at the price listed above. Accepted versions include essentials, plus, or advanced.
If you don’t have a subscription, we can set it up with a 30-day free trial plus a 30% discount for 12 months.
Let’s grow your
business together!
Palms ProBooks LLC
“Successful mothers are not the ones who have never struggled. They are the ones who never give up despite the struggles.”
- Sharon Jaynes
