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Elevated Bookkeeping

MONTHLY BOOKKEEPING AND YEAR ROUND TAX SUPPORT TO HELP GUIDE YOUR DECISION MAKING

Having trouble keeping up with your monthly transactions? Our team will make sure your books are up-to-date and accurate throughout the year to prepare for your taxes, then dive deeper into your financial reports to help you feel confident in understanding your numbers.

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Elevated Bookkeeping is for you if...

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You struggle to categorize all of your expenses to consistently understand how your business is performing.

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You're ready to delegate your bookkeeping responsibilities to a professional.

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You need help understanding your financial reports to feel confident knowing your numbers.

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You want to avoid surprises about tax due with your annual return.

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ABOUT THE FINANCIAL MANAGER

A Message From Keila

If you're a small business owner that is looking to offboard the financial, accounting, and tax responsibilities that take up too much of your time, our team is here to help relieve that stress!

 

Check out this 2-minute video to learn more about what our Financial Manager Service has to offer!

THE PACKAGE

What's included with Elevated Bookkeeping?

Our team will ensure all of your transactions are properly categorized to reflect accurately on financial reports that you can use to make strategic decisions in your business!

Using our expertise, we will dive deeper into your financial reports throughout the year to estimate tax payments and reduce surprise taxes due at filing.

If you are ready to delegate bookkeeping and tax filing responsibilities, this package is perfect for you!

Investment begins at $2,000 per month

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Bookkeeping

We've got the numbers covered! All transactions will be categorized accurately on a weekly basis.

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Reporting

The information in your Quickbooks will be collected and provided via monthly financial reports.

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Taxes

We manage all of your estimated and annual tax filings, and all associated payments.

Quarterly Strategy Sessions

We'll talk each quarter around business and tax planning based on your financial reports and goals.

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Unlimited Email Support

If you have any burning questions or need assistance, our team will always be here for you.

How It Works

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Meet Kenya

YOUR ACCOUNT MANAGER

I ensure that clients receive timely bookkeeping + tax information, accurate financials and returns in order to relieve stress and fear around the accounting process.

Favorite Movie?

Lion King

Dream Vacay?

Bali

Can't live without?

Maps App

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Apply

Review

Discover

Fill out the application below so we can learn more about your business.

Our team will review your application to determine whether we’re a good fit for your needs and our service offering.

If we’re a match, we’ll jump on a free Discovery Call to get better acquainted.