When we work together, this is what you get:
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 your launches. 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 online empire! We'll set you up with the tools and process to ensure your books are ready for your tax pro at the end of the year tied up with a bow.
"Serena has been, without exaggeration, our professional savior. Over the past year, she's helped us with accounting, filing, amendments, strategy, and... at times... emotional support. Her customer service, emotional intelligence, and business expertise is unmatched. Ultimately, the most important characteristic to consider when working with a consultant is trust. As consultants ourselves, we pride ourselves on creating trusting relationships with our own clients. However, after working with Serena, I dare say that we have a thing or two left to learn. We look forward to continuing to grow our business and are excited for Serena to be a part of that journey!"
"I'm very happy to have Serena and her team in my corner. They help me to manage my finances & keep my business healthy. I love the advice and tools she brings. Highly recommend her to anyone who is serious about their business's financial health."
"Seeing the information [in the monthly video] is so helpful!"
"After years of floundering with my business finances, Serena and her team have made my bookkeeping easy and efficient! (Even better, she was very patient with my disorganization helped me get on track without feeling like I had failed as an entrepreneur). I love knowing that my books are staying organized, even when I'm caught up in working on other parts of the business. This makes it easier for me to know where my money is coming from, where it's going, and how we can adjust our business accordingly. Plus I know that sales tax and income tax will be a breeze! Thanks y'all for taking such good care of my books so my time can be spent making more sales!"
We only work with a select few clients each month. We want to make sure we're a good match, so we ask you to fill out a questionnaire if you're interested in becoming a client. We'll contact you with next steps!
Here's an example of the packages we offer. If you come from a system other than Xero (or need books setup), we'll migrate you for free (a $3k service)--because the tools matter!
Everything in Advanced
Annual Recap & Budget Planning Meeting with Serena
U.S. Sales Tax
Annual Business Property Tax Filings
45-Minute Monthly Meeting with your Account Manager
Everything in Essentials
Unlimited Bank Accounts
Payroll with Gusto
Monthly Debriefs (Reports + Video)
Xero + Hubdoc Included
Up to 5 Bank/Credit Accounts
Quarterly Debriefs (Reports + Video)
Annual Financial Presentation
Annual 1099 Filings + Compliance Reminders
We believe in efficiency & systems, so we're passionate about setting all of our clients up on Xero (for bookkeeping) and Hubdoc (for collecting paperwork). This setup or migration from another system is included in our onboarding, as is the subscription fee as long as you work with us. If we part ways, we'll transfer ownership of it all to you.
This includes maintenance of bank feeds, matching & recording transactions, asking you for receipts and invoice to support your expenses (hello, audit-proof books!), and making sure your data is reliable. We don't pay your bills or ask your customers for payments. That's on you, my dear.
We don't believe in setting a limit on your transaction volume because we course creators may have large fluctuations when launching. We will, however, revisit our pricing every 6 months to make sure the value we provide is in line with your needs as you grow.
We fully support our clients who manage their finances with the Profit First™ Method, which means we know you might have at least 5 bank accounts. It's all good. We also have bank relationships for those who want to use this method.
We don't ever want you to feel like you can't reach out if you have a question or need to bounce ideas. All communication is included, but if we have to do ad hoc (extra) analysis or research to give you solid advice, that'll be billed separately.
If you pay rent, attorneys or other service providers for work one in your business (as contractors), you may be required to issue 1099s. We'll help you determine who needs one and create those filings for you.
We'll also check on your annual corporate report (LLC) in your state each year to make sure you're in good standing.
This includes monthly financial reports, a visual dashboard of key metrics, & a 5 minute loom video explaining your performance & financial health. 'Cause the magic is in the debrief.
If you are an S-Corp or have employees, we will set you up on Gusto for payroll. You'll be responsible for running payroll & paying the subscription fee, but we'll manage the integration and help trouble shoot when needed. we'll also extend a discount for the subscription!
For our VIPs, we meet annually to create a budget and will include a monthly budget-to-actual comparison for you so you can see exactly how you're tracking against your plan each month and you can course correct.
If you sell physical products or are required to collect sales tax on your services, we will assist you in filing sales tax and tracking nexus. We use Tax Jar to setup auto-filing if at all possible. You will be responsible for paying the TaxJar Subscription.
If you have a physical location, you may be required to file Annual Business Property Tax Returns, listing out your equipment and leasehold improvements each year. We can assist with this if you are a VIP, or can be an add-on service with other packages.
After the close of each year, we will compile your annual performance into a slide presentation with charts & visuals to help you see your performance compared to last year! Our clients LOVE this!
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