Appetizer Service Package

This package is for the food business owner that has been operating less than 2 years and is growing exponentially without having the time to do the bookkeeping or understand their financial statements.  

This is the perfect solution for the newer business owner who wants organized books as they grow.

What’s included:

  • Reconciling all bank, credit card & Loan accounts *up to 3 accounts or a total of 150 transactions

  • Setup and Modify Chart of Accounts for Management Needs

  • Accrual Basis Reports for Management

  • Entry of Cash-based or non-bank ledgers

  • Quarterly 10-minute video & a PDF Copy of Financial Statement Review (Balance Sheet, Profit & Loss Statement & Statement of Cash Flows)

  • Quarterly 30-minute Phone Call

  • Monthly Review of InterCompany Loans

Service Delivery & Results Options

Terms:  Automatically paid at the 1st of the month with credit card/checking account on file

Bookkeeping Team Access Level: Unlimited Email & Texts; Quarterly 30 minute call

Completion/Delivery Date: By the end of the following month

Response Time: 4 Business Days response time on emailed questions (via email)

Special Projects/Out of Scope Requests: On an hourly basis

Dolly was able to answer my many questions effectively and give me the knowledge base to confidently get started in QB.”

Rafa's Flavor Factory