Bookkeeping Services
It’s time to elevate your bookkeeping, with confidence
Women deserve to thrive in their business. While finances may not be everyone’s cup of tea, they shouldn’t stand in the way of your dreams. Success is within your reach! My role is to be your partner in handling the bookkeeping intricacies, ensuring your financial journey is smooth, and allowing you to focus on reaching your goals without being bogged down by the numbers. Together, we’ll keep those numbers in check and make your business dreams a reality.
When it comes to bookkeeping, perhaps you are…
- Overwhelmed by the endless tasks that pile up for your business.
- Battling stress while attempting to maintain a firm grip on your finances.
- Lost and confused in the numbers, especially when tracking, reconciling, and budgeting are not your strong suits.
HERE’S WHAT YOU SHOULD KNOW:
Numbers don’t have to be stressful and boring. Your bookkeeping can be saved with a little help from Perfectly Kept Books®. Let's get to work!
Our Bookkeeping Services
Package 1 - Clean-Ups
If your books are a real mess that’s got you trying to sweep them under the rug, let’s clean them up and get you feeling confident and at peace with your finances! Go from tangled mess to a tidy work of art.
- Thorough diagnostic review of current QuickBooks account
- Quick and Efficient Turnaround (within 30 days)
- Correct any errors or discrepancies
- Reconcile your accounts
- Generate financial reports
- A clean and organized set of books that are accurate and up-to-date
Pricing determined after Diagnostic Review ($250 USD) of current books
Package 2 - Monthly Bookkeeping
Take your finances completely off your plate and hand it off to a trusted bookkeeper. I’ll handle all the day-to-day transactions to keep everything clean and organized.
- Weekly categorization of transactions (unlimited transactions)
- Monthly reconciliation of business bank and credit card accounts (unlimited accounts)
- Monthly financial reports package
- U.S. sales tax compliance (if applicable)
- Year-round, unlimited email support
- And more!
Download the Guide to Learn More
Starting at $500/mo USD
Package 3 - 1:1 DIY Bookkeeping Intensive
If you’re not ready to completely outsource your bookkeeping, but want to have the confidence to manage your own books…Book a personalized intensive session with me where we’ll dive into your books and guide you through DIY Bookkeeping using QuickBooks Online. This session will get you prepared and confident to take charge of your finances like a pro.
- A 2-Hour Zoom session
- Recording and resources provided
- 6 months of unlimited Voxer/email support
Investment of $1,500 USD (payment plans available upon request)
Additional Services
Ask A Bookkeeper
Perfectly Kept Books® Club
Perfectly Kept Books® Club
- Ready to experience the peace of mind you deserve when it comes to your bookkeeping? Have questions about QuickBooks? Imagine having all your questions answered directly by a knowledgeable bookkeeper. Your financial clarity is just one conversation away.
- 30 Minute Session
$150 USD
Perfectly Kept Books® Club
Perfectly Kept Books® Club
Perfectly Kept Books® Club
- Take control of your bookkeeping and feel confident in your finances! Our affordable membership community provides the support and resources you need to confidently manage your books, without breaking the bank. Join today and experience the peace of mind that comes with having a bookkeeper in your corner.
$30/mo USD
Why Hire Perfectly Kept Books®?
Confidence in Your Numbers Is My Priority.
Communication With You Every Step of the Way.
Communication With You Every Step of the Way.
Our commitment goes beyond just handling your bookkeeping. We are here to ensure that you not only have accurate financial records but also that you grasp the story those numbers tell. Understanding what’s happening in your business is key because your finances hold a narrative, and as a business owner, it’s crucial that you’re in the know. Let’s demystify the numbers together, making them work for your success.
Communication With You Every Step of the Way.
Communication With You Every Step of the Way.
Communication With You Every Step of the Way.
Our collaboration thrives on open and transparent communication. It’s essential that we maintain an ongoing dialogue to address any questions or concerns you might have. Your comfort is our priority, and we’re flexible to accommodate your preferences, whether that means sticking to email correspondence or hopping on a video call. We’re here to ensure that your experience is as seamless and effortless as possible.
Empowering Women to Success in Business.
Communication With You Every Step of the Way.
Empowering Women to Success in Business.
Our mission is to empower women in achieving their business aspirations. We’re dedicated to bringing order to your finances, providing you with the solid foundation you need to thrive in the world of business and overcome any hurdles that may come your way.
NEXT STEPS
01. Say Hello!
Ready to take the next step toward your business’s success? Book a FREE 15-minute Discovery Call so we can discuss your business needs and form a plan of action to help you. If you’ve got questions about hiring a bookkeeper, or you’re not sure which package is right for you, don’t hesitate to reach out!
02. To Book
If you choose to move forward after our Discovery Call, a Diagnostic Review of your current QuickBooks account is required to determine what is needed for your specific situation. (If you don't have a QuickBooks account, we will set up a new one for you.
03. Then
Based on the services you choose, a Proposal will be sent to you. This Proposal contains engagement letters, invoices, and additional information we need to support you.
04. The Results
Our mission is to provide you with organized, efficient, and crystal-clear bookkeeping. We are dedicated to eliminating all the stress and confusion from your finances, ensuring that you have Perfectly Kept Books that empower your financial success.
FAQ
Have more questions? Don’t see the answer here? Book a call with me, I would be more than happy to discuss your unique situation.
In the days of pen and paper, businesses maintained a “book” to meticulously track their financial affairs. This gave rise to the term “bookkeeping,” symbolizing the precise recording of a business’s monetary transactions. Fast forward to today, and bookkeeping has evolved significantly with the help of modern technology. In the digital age, bookkeeping is seamlessly executed through digital platforms like QuickBooks, Xero, and others. However, its significance remains undiminished. Bookkeeping is a wealth of financial data – it is the compass that guides us in comprehending your business’s performance, strategizing for your objectives, and ensuring your tax obligations promptly and accurately. It’s not just numbers; it’s the story of your financial success.
The choice between hiring a bookkeeper or an accountant depends on your specific financial needs and the complexity of your situation. Bookkeepers are typically responsible for day-to-day financial tasks like recording transactions, managing accounts payable and receivable, and maintaining financial records. Read this blog post to learn more about the differences.
While there’s no need to rush into hiring a bookkeeper, I firmly believe that the sooner, the better! Bringing a professional on board to manage your books can significantly simplify your life. If you’re on a tight budget, explore free or affordable accounting software, opt for one-on-one sessions with a financial expert, or enroll in educational master classes to grasp the fundamentals. You can also consider my membership community to help you get started. As your financial landscape evolves, you can always reconsider the idea of hiring a bookkeeper. Remember, everyone starts from square one, and with dedication and effort, you can achieve Perfectly Kept Books®.
STOP FEELING FRUSTRATED WITH YOUR BOOKKEEPING
Start getting the financial clarity & peace you need with a 15-minute free consultation
Unravel the mysteries of your financial records, gain control over your finances, and discover the peace of mind that comes with expert guidance. Say goodbye to bookkeeping stress and take the first step towards financial success.
Perfectly Kept Books® is a black woman-owned virtual bookkeeping firm in Dallas, Texas. We specialize in helping female entrepreneurs from all over the United States gain financial clarity, confidence, and knowledge to succeed in their businesses and creative outlets.
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