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Services & Pricing

Basic services and pricing options are available. Let's sit down together and decide exactly what your needs are. We can work out a service/price plan that works for you.

Services I Offer

Bookkeeping Services

  • Specializing in working with small businesses.

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  • Accounts Receivable/ Accounts Payable.​

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  • Manage bank and credit card statements.

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  • Year End preparation.

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  • Working with your accountant not only at tax time to get you ready for tax preparation but throughout the year.

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  • Please let me know what your specific needs are and how I can help.

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  • Most work is done remotely.

Office Organization

  • Design business procedures for your specific needs.

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  • Clean up, purge and de-clutter old paperwork that is no longer needed and just taking up space.

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  • Revise your filing system.

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  • Work together to create ways to boost office efficiency.

 

 

  • Making sure bills are organized and paid on time. 

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  • Writing checks and balancing checking account.

Services for Senior Citizens

  • Setting up easy to use systems for seniors that is individualized to their specific needs.

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  • Using Old School systems for those seniors not comfortable with computers and today's technology.

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  • ·These services can be done in person with monthly check-ins within specific areas of Portland/McMinnville Oregon. Please contact me for more information.

E Commerce Solutions

  •  Keeping your online store updated.

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  • ​ Adding listings to Etsy or other   online platforms.

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  • Setting up procedures for streamlining packaging and shipping tasks.

Pricing Plans

Pricing Plans

All price plans are tailored to the individual needs of your business. 

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A free 15 to 30 minute meeting is included in all pricing plans. Most are done via zoom call but can be done in person in certain areas.

 

Basic Plan

  • Monthly bookkeeping

  • Small business set-up

  • Financial statements

  • 1099's

  • Accounts receivable

  • Accounts payable

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QuickBooks Clean-Up

QuickBooks Set-Up

  • Includes a free 15 to 30 minute interview to find out what your needs are.

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  • Normally, this is a meeting via zoom call but can be in person in certain areas.

Custom Plan

Suitable for Your Needs

Let's discuss what your needs are.  This plan is good for people that have different levels of work needed to be done each month.  

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