Giving Clarity To Your Books So You Can Focus On Your Business
Bookkeeping for businesses. No matter the mess. No matter the stress.
Time Freedom
Financial Clarity
Peace of Mind
Does This Sound Familiar?
Working your own books takes an enormous amount of time, distracting you from your day to day operations, and stealing your sanity.
Spending an enormous amount of time on reconciliations.
The struggle of managing your transactions is stealing your sanity.
Confusion with your reports is leading you to heartache.
Piles of receipts are distracting you from your day to day operations.
Exhausting data entry leads to constant mistakes.
Keeping up with your payables and receivables is overwhelming.
Don't worry, we can help!
About Me
MEET THE FOUNDER & CEO
Summer Felker
Hello! I have 7 years of cumulative experience in accounting, in both retail and the gas and oil industry. Being detail-oriented and optimistic has helped me discover my love for bookkeeping. I am here to help business owners see an accurate financial standing of their business by handling their bookkeeping duties. Taking over these duties allows owners to have more time-freedom to grow the business and do what they do best.
Other than being a bookkeeper, I am first a wife and mother. I love spending time with my family playing board games, video games and trying new things. My husband and I love hanging out and occasionally record podcasts together, I am hoping for more of that in our future. We also love to do anything with our preteen when he asks (rare occasion these days) and making our 10 month old laugh, (baby giggles are the best!)
Messy Books Are
A Beautiful Thing!
Choose Your Plan
Little Hamlet
Best for Startup Businesses
Categorize
transactions for one business account.
Reconciliation for bank account.
Monthly reports - P&L & balance sheet.
Boom Town
Best for Small Businesses
Categorize transactions for up to 2 business accounts.
Reconciliation for bank accounts and 1 credit card account.
Monthly reports - P&L & balance sheet.
Small City
Best for Growing Businesses
Categorize transactions for up to 3 business accounts.
Reconciliation for bank accounts and up to 2 credit cards.
Monthly reports - P&L & balance sheet.
Prepare customer invoices up to 100 per month.
Process vendor invoices up to 100 per month.
Big City
Best for Corporate
Categorize transactions for up to
4 business accounts.
Reconciliation for bank accounts and up to 2 credit cards.
Monthly reports - P&L & balance sheet.
Prepare customer invoices up to
200 per month.
Process vendor invoices up to 200 per month.
Bill pay for business bills.
Additional Services Available
Customizations & Specialties
Accounts payable.
Vendor payments, bill payments, and tracking payables to prevent becoming overdue.
Account receivable. Process incoming payments, sending bill reminders, generating AR aging reports.
Cleanup old books. Hourly rate or fixed rate depending on the shape of books.
Monthly document management.
Monthly sales tax.
New business setup. Federal, state, payroll, and bi-laws.
Payroll.
Payroll taxes.
Quarterly check-ins. 1-2 hours.
Quarterly cleanups.
QB Setup:
Customize invoices with client logo.
Preferences.
Setup chart of accounts.
Setup clients and employees.
Setup vendors.
3 Simple Steps
The Scheduled Call
A Scheduled call is a 15 minute conversation between you and I to discuss how I can best serve your needs.
Proposal
After our discovery call I will send you the recommended package that you can now review with my services, pricing, and agreement.
Gather Information
Going forward you will send the required documentation needed for me to serve you.
