monthly packages
done-FOR-you
done-WITH-you
data analysis
Below are some of the packages available. Packages are either done-FOR you or done-WITH you. Some packages may be modified or combined based on your needs.
bookkeeping
cash flow analysis
business blueprint
done-FOR-you*
bookkeeping
diagnostic review
catch-up & clean-up
custom reporting
done-WITH-you**
bookkeeping
monthly reporting
custom reporting
software used: QuickBooks Online, Wave Accounting, Google Sheets, Excel
*Done-for-you bookkeeping packages include: categorization of transactions, bank account reconciliations, profit & loss statement, balance sheet, and cash flow analysis. Additional services, advisory, and analysis are available.
**Done-with-you packages include: training, check-ins, guidance, and support so you can do the day-to-day activities.
***The Custom Business Tracker is a spreadsheet solution for those with simple bookkeeping needs.
Click here for more information.
to learn more about these services,
what my clients have to say
"Penny is amazing to work with. In our first conversation, she sought to understand exactly what we needed and offered a set of solutions that matched what we were looking for. Her attention to detail is unmatched."
-co-founder of a cultural transformation firm that delivers powerful business results for a wide range of clients. Services provided: finance management, business success system
"Penny is professional with the expertise and attention to detail needed for complex projects. She communicates well, is on top of things and delightful to work with."
- principal of a strategic and creative marketing communications service. Services provided: administrative support
Penny is great to work with! She's helped me quite a bit with my QuickBooks and does everything in a timely manner. I appreciate her help, and it saves me quite a bit of time to have someone take this on.
-owner of a boutique-style group travel, curated with solo travelers in mind. Services: monthly bookkeeping
