What I Can Help You With
QuickBooks Set-Up
Clean-ups
Monthly bookkeeping
Financial Management
Do you need a little help? We’ve got you!
Whether you’re just starting out a new business venture or you have a well-established business, our goal is to streamline your financial process and solve accounting-related bottlenecks.
QuickBooks Set-up
Who is this for?
If you’re a new business owner who is just getting started, this is the complete onboarding guide that you will need.
What is included?
- Help with business incorporation (sole proprietorship, corporation)
- Recommendations for business bank account
- Set up QuickBooks Online account
- Set up Chart of Accounts
- Connect bank account to QuickBooks to automate the uploading of bank feeds
Monthly bookkeeping services
Who is this for?
If you’re struggling to be up to date with your books and feel overwhelmed by the idea of not knowing exactly how much your business makes every month, we can help you out.
Our monthly bookkeeping services are meant to give you a clear idea of how much your business generates every month, your profits and cash flow levels and your updated financial statements.
Includes:
- Monthly financial reports (Income statement, Balance sheet)
- Categorizing of all business transactions
- Two-way match of receipts to transactions and receipts to bank statement
- Client call to review the past month/ quarter and focus on opportunities to improve revenue or profits
Books Clean-up
Who is this for?
If you’re behind on your books and want to be caught up with your books, we can help you get your books organized.
Includes:
- 1:1 consultation to go over the specific requirements for the catch-up
- Diagnosis of current QuickBooks Online account to find areas of improvement
- Input and categorizing business transactions
- Two-way match of receipts to transactions and receipts to bank statement
Frequently Asked Questions
Do you provide tax services?
I do not provide tax services. I am, however, happy to refer you to other tax accountants who can help you with any tax-related questions or corporate tax filings.
Which software do you use for bookkeeping?
I operate solely through QuickBooks Online. However, I am open to integrating other in-app software (Etsy, Paypal, Shopify Connect), as needed, to facilitate the bookkeeping process.
What rates do you charge for bookkeeping services?
Bookkeeping rates differ, depending on the nature, complexity and size of your business. For this reason, I would suggest booking a 30-min discovery call with me so that I can give you an accurate quote that is customized to your business needs.
Isha helped us while we were struggling with our financial books in our early stage startup. She has been a pleasure to work with to onboard us onto QuickBooks Online. She helped us catch up our bookkeeping for the past 12 months and currently helps us maintain our monthly financial records. Many other accountants quoted us $1500-$2000 for the same which was too much for a small business but then Isha came as a ray of hope for us and her expertise also helped us file our first corporate taxes!
Isha is my go-to person for anything related to bookkeeping and accounting. Her sense of professionalism and organization make it so easy to get work done. She is also very readily available and transparent with her work. Would highly recommend her services!