Plans

Business

Essentials

Strategic

Streamlined

Book Review

Journaling

Strategy

$520 one-time payment

$1751/Month

$2394.75/Month

Review of financial records and best practices

Hands – on bookkeeping support

Software Insight

Data entry guidance

Internal Controls & Best Practice Advisory

Financial Statement Preparation

Initial Overview Meeting 60 min Consultation

Internal Controls Advisory & Monitoring

1 Entity

Up to 4 Accounts

101 Transaction lines per month

6 Operational Planning Sessions (1 weekly and 2 EOM)

3 30-minute Administrative Planning Sessions for document drafting and reviews

1 Admin -Online research (max of 2hrs/project)

Next Step

Personal

Budget

Transformative

Action

Basics

Budgeting

Ready

$52/account

$115/month

$520 per month

One Time Payment

Review of income and expenses

Personalized budget analysis

Budgeting Advisement

Priority guidance

1 Entity

Cash Flow Mastery

Up to 10 Accounts

1 Entity

Initial Overview Meeting

Goal-setting frameworks

Consultation Meeting

3 Mentoring Sessions

Up to 8 active accounts

3 Mentoring Sessions

Books and Financial Records Essentials Introduction

Next Step

Add on for a one-time fee

Administrative Planning Session

334.75
Document drafting & review – max of 2 hrs./project

1 Admin – Online Research

309.75
max of 2 hrs./project

Option for 101 Trans per month or an add on to a plan

500.00 one entity, up to 4 accounts

Note: All meetings will be done virtually either by email, phone, messaging or video chat.

Item	Description of Services
Entity	Business or Household – can be personal account, sole proprietor or an LLC
Account	A money or credit account – Cash, Savings, Credit Card
Hands – on bookkeeping support	Requires access to your books – journal entry for transactions including sales, purchases, and expenses. Must be made by a SSB agent under SSB credentials/login name
Review of financial records and best practices	Reports on how the recording affects the EOM Books and how it can be improved
Recommendation best software	Help with picking the best software to use with your company – Bring your software choices and we can look at them together
Internal Controls Advisory and Monitoring	Includes following GAAP and best accounting practices, monitoring and reporting records are by GAAP standards
Data entry guidance	Help with best practice for your company for journal entries and data compiling for analyzation by all key functions of your business and help with any adjusting entries
Financial Statement Preparation	Preparation and Document Delivery monthly of the income statement, balance sheet and cash flow statement
Initial Overview Meeting	A meeting set once you have received the email requesting the required documents. In this initial overview, we make sure no needed documents are missing and everything is in order for the SSB to make an assessment.
Consultation Sessions	A meeting to discuss how we will collaborate together to find the best solutions for you and your specific needs. Includes reviews of documents, software, policy and procedures for internal controls, etc.
Transaction	One invoice, bill or payment receipt. Payment receipts include all types of business transactions such as a store purchasing receipt for expenses like supplies.
Transaction Line	The line item on a transaction
Operational Planning Session	A meeting to discuss the records plan we have established, how it is functioning and if the guidelines and procedures to maintain the chosen plan is working efficiently for the business
Administrative Planning Session	A meeting to discuss a requested Administrative Plan request. Includes creation and revisions of office forms and spreadsheets for organization and streaming-lining processes, etc.
Custom	tailored to specific requirements
Forms and Spreadsheets	Administrative Form (e.g. Order, New Vendor/Client, Project monitoring, Acknowledgment, Collections) Bookkeeping Form (e.g. Custom Quote, Invoice, expense tracking sheets, payment reminder templates, forecasting and budget sheets)
Admin Online Research	Web search for information gathering. Good for summaries and brief overviews of key business functions that can change within a year’s time, (e.g. irs.gov Information tailored to you and your personal knowledge absorption or note taking)
Mentoring Sessions	Meetings for progress check-ins to adjust plans and celebrate wins