Daily Outlook Bookkeeping Services, llc
"Success is the sum of all
efforts repeated day in and day out."
~ROBERT COLLIER~
BOOKKEEPER v. ACCOUNTANT
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While bookkeepers and accountants share common goals, they support different stages of the accounting process. As a business owner it’s important to know the difference.
Bookkeeping is a transactional and administrative role that handles the day-to-day tasks of recording financial transactions, including purchases, receipts, sales and payments.
Accounting is more subjective, providing business owners with financial insights based on information gleaned from their bookkeeping data.
IDENTIFY CASH FLOW ISSUES:
Bookkeepers have a good handle on your income, expenses and spending habits. An outside perspective can bring problems to light and help you resolve them.
​​SMOOTHER TAX SEASON:​
We'll provide you with a clearer picture of your business' financial health and an advance view to what your annual tax obligation might be.
​PROVIDE HELP:
It's okay to not do everything by yourself. Allowing yourself to have help is a great step for growth and success.
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Step 1
Services & Pricing
Customized ​services to meet any size business needs.
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Create & Send Invoices
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Enter & Pay Bills
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Payroll
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Monitor Inventory
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Help with Sales Tax
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Reconcile Accounts
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Run Reports:
Profit & Loss
Balance Sheet
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Flat Rate Value Pricing:
One monthly flat rate fee is charged based upon the needs and size of the business.
All plans include monthly reports of P&L and balance sheet.
*Fees are discussed after initial free consultation.
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Mini flat rate:
​$300-$500 Qtr. Sole proprietor, no employees, one bank account.
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Basic monthly flat rate:
1-3 bank accts/cc. 50-300 transactions/mo. QBO payroll.​
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Basic Plus monthly flat rate:
3-5 bank accts/cc. 300-600 transactions/mo. Payroll outside QBO, invoices, bill payment, integrations (POS system, etc.)
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Premium monthly flat rate:
5+ bank acct/cc. 600+ transactions, payroll, invoices, bills, integrations, inventory, sales tax, projects, etc.
Step 2
QuickBooks Subscriptions
After assessing your needs through your free consultation, I will recommend the lowest subscription level that will meet your business requirements. As your business grows, we can upgrade to a higher level at any time, but cannot downgrade.
QBO is available at five price and functionality levels:
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Self- Employed
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Simple Start
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Essentials
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Plus
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Advanced
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All versions of QBO have three features in common:
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You can use a tablet, Android or iOS smartphone, or desktop computer to access your data.
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Your data is backed up online automatically.
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All versions use 128-bit SSL, the same security and encryption that banks use to secure data sent over the internet.
Step 3
Book Free Consultation
Congratulations and welcome to the most exciting step- telling me about your business and where you currently are in the bookkeeping process! This is where we will discuss your business goals and personalize your bookkeeping needs.
By now you already know it's time to hire a bookkeeper for your business. Your company may be growing, and you're having trouble keeping track of your finances, you're current bookkeeper may be retiring, or maybe you are simply tired of doing the bookkeeping yourself!
In todays world of on-line business, a remote bookkeeper is a great option to explore.
I help small businesses increase their profit by optimizing their bookkeeping and providing actionable data they can use to grow their business.
Did you know... by letting me take bookkeeping off your plate, I save small business owners an average of 120 hours per year, freeing them up to focus on what they are most passionate about!
Click the button below to schedule your free phone consultation- I'm looking forward to hearing all about you and your business!
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