Full Service Bookkeeping

We manage the PLAN for your books so that you can focus more on the PURPOSE of your business.

 
 

Do Any Of These Sound Familiar?

✔ You're constantly saying I’ll get to the bookkeeping but never get around to it

✔ You're always dreading tax season

✔ You feel like the accounting software makes things even more complicated and confusing

✔ You're frequently thinking: “Am I making enough to sustain this business?”

You’ve tried it on your own but you just can’t find the time to do all the data entry work required and you get stuck feeling overwhelmed or burned out.

What If I Told You That You Could...

✔ Have accurate and up-to-date financial records with a clear understanding of your financial position

✔ Be able to reduce the risk of tax penalties, fines or legal consequences

✔ Manage your cashflow efficiently

✔ Have financial stability, sustainability and support your long-term growth goals for your business

When You Hire a Bookkeeper, You Can:

 

1. Reduce Stress

Bookkeeping can alleviate the stress and burden of managing financial records, ensuring peace of mind and mental well-being.

2. Save Time

Bookkeeping frees up valuable time to focus on core business activities, personal goals or spending time with family and friends.

3. Improve Work-Life Balance

By off loading bookkeeping tasks, you can achieve a better balance between your professional and personal life leading to greater satisfaction and fulfillment.

What Is Included:

 

1. Personalized Chart of Accounts

This is a list of categories that organizes all financial transactions to provide you with a clearer understanding of your business's financial health.

2. Monthly Zoom Calls

You entrust us with your business financials and we take that responsibility seriously. We ensure that you can always schedule a call to discuss any questions or concerns you may have.

3. Monthly Financial Reports

Each month you will receive the reports listed below and we will guide you through each report to ensure that you not only have access to them but also fully understand them.

  • Balance Sheet

  • Income Statement (P&L)

  • Statement of Cash Flows

4. Bank Reconciliations

This is the process of comparing your business's financial records with your bank statements to ensure they match. It helps identify discrepancies, ensure your records are accurate and detects potential issues like fraud or bank errors.

5. Receipt Management

Involves organizing, storing and tracking receipts for all business expenses. It ensures that all transactions are properly recorded for accounting, tax filing, and financial reporting. Effective receipt management helps maintain accurate records and supports audits.

Plan To Purpose

is now accepting new clients!

Here's What Happens When You Sign Up:

 

Step 1.

You will complete the form and schedule a call to tell us about yourself and your business needs.

Step 2.

Once we both confirm that we are a good fit for each other, you will be sent an engagement letter to review and sign.

Step 3.

We will get your QuickBooks account setup and create for you your very own account within our client portal for all future communication.

Step 4.

Once all accounts are connected and we have received all needed financial documentation, we will get to work on getting your books organized and up-to-date.

 

FAQs

1. Will I have to sign a 1-year contract?

Absolutely not! Plan To Purpose only operates on month-to-month contracts and as long as you give appropriate notice you are free to cancel our services.

2. What software do you use?

We use QuickBooks Online as our accounting software and Gusto as our payroll software.

3. How do you communicate with clients?

We respond to all emails within 24 hours and we have scheduled Zoom calls available to our clients when needed that can range from 30 minutes to 1 hour. We also have a client portal for all related bookkeeping tasks.

4. Do you offer in-person meetings?

Plan to Purpose is 100% online and only offer online services.

5. What do I do if I am not yet a client but have additional questions?

Please feel free to reach out to us by using the form on our contact page or you can click here to schedule a free Zoom call.