Plans

Starter Plan

Are you just starting out? Let us help you get set up and establish.​​

Transaction Categorization

1 Bank/Credit Card Statement Reconciliation

Quartley Reports

Annual Financial Review Meeting

Assigned Personal Bookkeeper

Limited Communication:

1 monthly e-mail to staff

 

Growth Plan

You're established and now you are growing!

Transaction Categorization

1 Bank/Credit Card Statement Reconciliation

Monthly Reports

Monthly Financial Review Meeting

Assigned Personal Bookkeeper

Open Communication: Weekly Communication through Slack

Profit Plan

You are wanting to get down to the nitty gritty of your finances to figure out how to increase your profit.  This plan is more of a customization that focuses on tracking KPIs, customized reports, and weekly availability.

Transaction Categorization

2 Bank/Credit Card Statement Reconciliation

Monthly Reports

Monthly Financial Review Meeting

Assigned Personal Bookkeeper

Unlimited Communication: daily communication through Slack

Add ons

Budgeting / Forecasting

Plan for where you'd like your company to go. 

Invoicing Management

Make sure you are getting paid. We will create, track and insure payment of invoices. 

Payroll Management

We partner with payroll providers to insure your employees are paid on time and taxes are submitted.

Other

Additional Bank Accounts, Loan Tracking, Asset Depreciation, etc.

Clean Up/ Catch up

Are your books behind? 

Do you have no idea how your business is doing, or stressed about tax time? We can get you cleaned up and healthy.

Bill management

Pay your bills on time and with enough money in the bank. 

Custom Reports

Have a specialized report you need to make wise decisions, or is a request from your board? We can do it!

Contact

Keeping it Weird in OR. 

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Tel: 541-508-7650

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