When we work together, this is what you get:
Visibility into your numbers
Monthly & Quarterly Debriefs
Tax Ready Books
We stay on top of your records so that each month
when we meet you have a clear picture of where you
stand and where you're headed. And we make
sure you know what it all means.
We break down the important numbers
with you after we finalize month-end. You'll also get
the standard reporting package each
month: Profit & Loss, Statement of Cash
Flows, and a Balance Sheet.
You've got a lot on your plate building an
empire! We'll set you up with the
tools and processes that ensure your books are
ready for your tax pro at the end of the year-
tied up with a bow.
our services
Each business is unique so pricing varies. These are some of the packages we offer:
Essentials- $300+
Monthly Income and Expense Categorization
Monthly Bank Reconciliations (up to 5)
Monthly Profit and Loss Statements
Unlimited Support Via Email
Communication and Collaboration With Your CPA
Annual 1099 Filings + Compliance Reminders
Advanced-$600+
Bi-Monthly Income and Expense Categorization
Monthly Bank Reconciliations (Unlimited)
Monthly Profit and Loss Statements (Reports + Video)
Unlimited Support Via Email
Communication and Collaboration With Your CPA
Annual 1099 Filings + Compliance Reminders
Payroll Assistance
VIP-$1100+
Weekly Income and Expense Categorization
Monthly Bank Reconciliations (Unlimited)
Monthly Profit and Loss Statements
(Reports + Video)
Unlimited Support Via Email
Payroll Assistance
Annual Financial Presentation
Annual 1099 Filings + Compliance Reminders
U.S. Sales Tax
Annual Business Property Tax Filings
45-Minute Monthly Meeting
Communication and Collaboration With Your CPA
Hey, there! I am
Megan
I’m originally from a small town in Alabama and currently reside in Nashville , TN with my husband and two kids. So don’t be surprised if you hear me say y’all at some point in our conversations.
My mission is to teach you how to pay yourself consistently, to ease your stress come tax-time, to provide confidence and clarity around your finances, and to cheer you on every step of the way.
Owning a business is not for the faint of heart. Trust me- I’ve been there. You quickly become marketing, HR, the dishwasher, and the janitor, and too often find yourself stuck in the trenches.
One thing you don’t want to get wrong is your accounting. But, I’m here to help you get it right. Your job is to focus on the fun stuff and my job is to focus on the BORING stuff.
my business would not be the same without megan. she is so helpful and so transparent when it comes to managing my business’ finances.
Melanie, Local Business Owner
frequently asked questions
Do I need a bookkeeper if I have a CPA?
Yes! Most CPAs are focusing on completing your tax returns at the end of the year. Accountants/Bookkeepers focus on getting and keeping your business’s finances in order throughout the year so come tax time, you can hand everything over to your CPA or Tax Accountant with a bow on top!
When should I hire a bookkeeper?
Sooner rather than later. If you wait until your books are a mess, you will end up paying someone big bucks to clean them up for you. You also want to take every opportunity to maximize your profits and it’s hard to do that when your numbers aren’t in order.
Do you file taxes for me?
We work closely with the best CPAs in the area that would be happy to help with your returns.
