Not your average
accountant…
I turn caffeine into financial statements… what’s your party trick?
Three phase onboarding
PHASE ONE
Quickbooks Online
Set-up
Setting up efficient accounting processes is the most important step to achieving sanity around year-end and tax season.
INCLUDES THE FOLLOWING:
* Customized Chart of Accounts suited specifically to your industry, company structure and business
* Customized Products/Services List set-up for all revenue streams
* Sales Tax set up for your state/province
* Accounts Receivable and Accounts Payable system suggestions
* 1099 Contractors and Payroll set-up
PHASE TWO
Catch-up Accounting Services
I’ll deal with the “number stuff” so you can focus on your strengths in your business! We will clean-up and catch-up your record keeping so everything is up-to-date.
INCLUDES ALL OR ANY OF THE FOLLOWING:
* Monthly Accounting & Reconciliations
* Financial Statement Preparation
* New Business Start-up
* Payroll & Human Resources Management
* Invoicing & Accounts Receivable
* Implementing accounting systems and internal controls for your business
PHASE THREE
Monthly Service Subscription
Start fresh with your business!
It’s time to say goodbye to the ‘crumpled up receipts in a shoebox’ system!
And each month I’ll help you navigate though your financial statements, assess your monthly performance, identify opportunities or challenges, and answer your questions.
THE MISSION: End the insanity and quit running your business blindfolded! Make this the year you finally create clearly defined accounting systems, month-end reconciliations and most importantly current financial statements!
Pricing will vary depending on needs.
As a CPA, I’m amazed and inspired by the passion of small business owners and dismayed when things like cash flow and dis-organization prevent entrepreneur’s ideas from moving forward. My mission is to remove those barriers! I started Aloha Friday CPA, to help entrepreneurs re-organize their businesses, and develop accounting and business strategies to further their growth, gain confidence and clarity, meet their goals, and further focus on their passions. I love to share aloha spirit with my clients and take all the worry out of operating a business!
client aloha
