You will get bookkeeping off your plate with options to outsource AR/AP and Payroll too
You will get bookkeeping off your plate with options to outsource AR/AP and Payroll too
Project details
You will experience a collaborative approach and a custom setup for your unique business and needs. Your monthly service fee includes your subscription to QuickBooks Online with two additional users (for example, one for you as the business owner and one for your tax accountant). Should you choose to add Full-Service Accounts Receivable and Accounts Payable, I will handle everything related to incoming and outgoing payments; should you choose to add Full-Service Payroll Management, your monthly service fee includes the upgraded subscription price and all payroll-related tasks, including a workforce portal! At the end of the month, you will receive standard financial statements as well as custom reports which we will go over together during a monthly financial review meeting.
I have over 10 years of experience with bookkeeping and financial reporting for small businesses in a wide array of industries. I intentionally maintain a very small and selective client load to ensure you receive the highest quality of service and personalized access. I am extremely skilled at creating custom analysis tools so you see the data you need in an accessible format.
I have over 10 years of experience with bookkeeping and financial reporting for small businesses in a wide array of industries. I intentionally maintain a very small and selective client load to ensure you receive the highest quality of service and personalized access. I am extremely skilled at creating custom analysis tools so you see the data you need in an accessible format.
What's included
| Service Tiers |
Starter
$950
|
Standard
$1,600
|
Advanced
$2,750
|
|---|---|---|---|
| Delivery Time | 30 days | 30 days | 30 days |
Number of Revisions | 0 | 0 | 0 |
Optional add-ons
You can add these on the next page.
Additional Employees (Monthly Cost)
+$45
Additional Custom Reports (Monthly Cost)
+$90
KPI Dashboard (One-Time Cost)
(+ 10 Days)
+$1,500About Kate
Your virtual business handywoman | Utilize Me from A to Z
Oviedo, United States - 4:26 am local time
10+ YEARS OF EXPERIENCE WORKING WITH:
Coaching & Consulting Companies
Entrepreneurs & Small Businesses
Fortune 500 & Fortune 50 Companies
Government Organizations & Government Contractors
Manufacturing Plants
Non-Profit Organizations & Non-Profit Boards
Professional Associations
Public & Private K-12 Schools
Universities/Higher Education & Collegiate Athletics
PROFESSIONAL HIGHLIGHTS and ACCOMPLISHMENTS
Project management experience in a wide variety of areas including accounting and finance, client satisfaction, conferences and events, internal operations and procedures, IT projects, leadership development and coaching programs, adult learning programs and eLearning courses, marketing, sales, strategic planning initiatives, team resource management, quality assurance, virtual events, and website redesigns.
Earned the nickname “Eagle Eyes” amongst colleagues due to my exceedingly rare (described as “freakish”) attention to detail.
Collaboratively created learning programs/T&D courses across all delivery methods (Instructor-Led Training (ILT), Virtual Classrooms (VILT/online synchronous), asynchronous eLearning, mobile and micro learning, and blended learning) including:
-Working with and facilitating Subject Matter Experts (SMEs)
- Designing engaging and impactful instructional activities to achieve well-written learning objectives
- Creating storyboards and producer notes if needed
- Developing course content (comprehensive facilitator guides, interactive participant guides/workbooks, eLearning modules, job aids/supplemental resources/toolkits, and evaluations)
- Conducting incredibly thorough QA and review cycles
- Facilitating both online and in person
Developed countless custom tools and reports, including working with VBA code and Microsoft Visio, for example:
- An automated and highly complex all-staff labor tracking tool which reduced overhead charges, improved forecasting, and enhanced visibility for the project managers
- A comprehensive cost tracking tool for a contract valued at $18M, which identified $1M+ in expenditure discrepancies
- A dynamic $2M+ sales pipeline workbook and maintenance system to organize, monetize, and close opportunities
- Dashboards to track progress against strategic plans, goals, and KPIs, creating organization-wide alignment and accountability
- Risk management solutions to drive proactive problem solving, achieve project outcomes, and identify opportunities
Led many process development, improvement, and standardization initiatives (internal policies and standard operating procedures/SOPs) with results such as:
- Automated non-value-added procedures which resulted in over $15k annual savings for the company
- Days Sales Outstanding (DSO) dropped from 46.1 days to 34.3 days within one year as a result of improved accounts receivable procedures
- Identified multiple major and minor non-conformances which were corrected prior to the external auditors’ visit
- Net positive increase in company close rate for 5 consecutive years thanks to a highly coveted collaborative sales process
- Reduced employee overtime from an average of 25 hours per month down to no overtime due to improvements to payroll and accounts payable procedures
Steps for completing your project
After purchasing the project, send requirements so Kate can start the project.
Delivery time starts when Kate receives requirements from you.
Kate works on your project following the steps below.
Revisions may occur after the delivery date.
Initial Setup: Get to Know Your Business
We will have one or two one-hour Zoom meetings to review your business, accounts, existing customers and vendors and products and services, expenses, etc.
Initial Setup: Set Up Company in QuickBooks Online
This includes a custom Chart of Accounts, linking bank and credit card accounts (up to 4 included), setting up customers and vendors and products and services, creating templates (e.g., invoices), and importing or entering starting balances.