What I Offer
Your month is closed by the 10th business day after I have your statements. On Platinum, your report goes out with it.
$500
starting at / month
Silver
Coding, reconciliations, and monthly closing entries.
- Close and reconciliations
- Adjusting entries and schedules
$650
starting at / month
Gold
Silver, plus payroll and the corresponding entries.
- Close and reconciliations
- Adjusting entries and schedules
- Payroll
$750
starting at / month
Platinum
Most complete
Gold, plus full management reporting with narrative analysis.
- Close and reconciliations
- Adjusting entries and schedules
- Payroll
- Management reporting with narrative
What else to know
- Bigger books
- If the books are bigger, I price the month by transaction volume.
- Consulting
- Forecasting, budgeting, and other consulting are billed at a rate we agree on.
- Where I work
- Yukon, Mustang, and the greater Oklahoma City metro
- Who does the work
- I do the work myself. Books live in QuickBooks Online. I'm Kathy A. Jenkins, CPA.
Questions
Do you prepare taxes?
No. I don't prepare taxes, and I don't do audits, compilations, or reviews. I work alongside your tax preparer.
Am I hiring a bookkeeper or a CPA?
A CPA. You're hiring me, and the close stays with me.
What do I need to send each month?
Most clients give me access to the bank, credit card, and loan accounts I check each month. If something still needs to be sent, I'll show you how after we talk.