There’s a lot to think about when it comes to your business finances.
- How involved are you in your bookkeeping process?
- Do you want to remain doing the day-to-day tasks, such as: creating invoices or sales receipts, taking in-person client payments and paying the bills?
- Only want to keep your hands in part of your bookkeeping…?
- What about your billing?
- Any past due clients?
- Want to simplify paying bills?
- Payroll … setup, processing and taxes?
If you answered yes to any of the above, give me the part(s) you don’t want to deal with. Remember, at Number Nerd we help you as little or as much as you need! However, we do realize that each of you may want to remain doing part of your bookkeeping.
At the very least, I’ll take care of applying customer payments, importing transactions via the bank feed, balance your checkbook, and prepare your month-end financial reports. The reports are important to you to review so, you know where your business stands financially. And if you aren’t sure what the reports mean – let’s discuss them and we will help you understand what they mean!
Not sure what you need…? Just know that you no longer want to do the bookkeeping yourself. Then let’s schedule a time to chat and we can determine exactly what package you’ll need.
Start the process by completing this questionnaire. After your answers are received, we will schedule a complimentary conference to discuss your business, the nitty-gritty of your current bookkeeping processes and any questions you might have. Also, its a chance for us to determine if we like each other too!
Number Nerd offers packages for exactly what you need.
Please keep in mind that monthly bookkeeping packages are tailored to you and your business based on the number of transactions that you have. How many do you have? Under 20, 21-50, 51-100, 100+? Number Nerd can handle it!
Additional Monthly Services offered:
Option 1: Accounts Payable Management with Bill.com – I’ll look after posting all payables, scheduling payments, and integration with QuickBooks or Xero — because no one likes a late payment. This option includes up to 100 transactions per month.
Option 2: Accounts Receivable Management with Bill.com – Sit back and watch the cash roll in while I take care of customer invoicing, posting customer payments and collections maintenance. This option includes up to 100 transactions per month.
Option 3: Payroll with Gusto. Paid employees are happy employees. Make sure your team gets the compensation they deserve on time, every time. My base payroll service include set-up, bi-weekly processing, liability payments, form filings, and direct deposit.