Associate Bookkeeping
Ready to take control of your finances and outsource your bookkeeping?
I thought so!
Associate Bookkeeping offers the same great service and expertise as working 1:1 with Katelyn, but with more flexibility for smaller budgets. So what’s the bottom line - what does it mean for you and your biz?
As a client of The Freelance CFO, your bookkeeping is handled on a monthly basis and your business and personal taxes are filed annually.
A trained Freelance CFO bookkeeper handles all of your weekly and monthly bookkeeping needs and is your primary point of contact.
You have a group chat via Voxer with your bookkeeping team member. Any transactions that come up or questions that need answering are either sent via Voxer or email. Monthly financial reports are sent your way with any relevant comments and feedback included.
Ready to say a big “hello” to making your business finances stress free?
I thought so. We’re excited to help take bookkeeping and taxes off your plate
(and know you have 17 other things to juggle).
Choose a package below to get started with bookkeeping services now!
The Associate Bookkeeping Package Includes
✔️ Hubdoc subscription (this securely houses all of your receipts and bank statements)
✔️ Top to bottom bookkeeping
✔️ Creation and filing of 1099s (up to 5/year) $20 per 1099 after 5
✔️ Receipt archiving and matching (to audit-proof your business)
✔️ Xero maintenance, but does not include any monthly fees
✔️ Quarterly and annual tax preparation services/calculations
✔️ Accountant-in-your-pocket (Voxer) communications for questions on the go!
This package is perfect if you’re a:
Sole proprietor
Single-member LLC
Not a registered business (yet)
*If you’re needing your bookkeeping to be caught up, additional months are billed at $150/month*
S-Corp/Partnership Associate Bookkeeping Package Includes
✔️ Hubdoc subscription (this securely houses all of your receipts and bank statements)
✔️ Top to bottom bookkeeping
✔️ Creation and filing of 1099s (up to 5/year) $20 per 1099 after 5
✔️ Receipt archiving and matching (to audit-proof your business)
✔️ Xero maintenance, but does not include any monthly fees
✔️ Quarterly and annual tax preparation services/calculations
✔️ Accountant-in-your-pocket (Voxer) communications for questions on the go!
✔️ S-Corp Business returns in addition to your personal returns
✔️ Payroll troubleshooting / management / setup
✔️ Quarterly salary analysis
*If you’re needing your bookkeeping to be caught up, additional months are billed at $150/month*
"I have personally NEVER felt more loved or cared for from any business than with these two.
Katelyn and Alicia provide the type of loving care and attentiveness you would hope for from a close friend, with all the guidance and reassurance that you could ever hope for.
I'll be totally honest, the dynamic these two have together raised an entirely new bar for me on the people I trust with my business in the future. Their standards 100% raised a new bar for me and my business.
I will absolutely recommend them to EVERYONE"
-Ellie Asher Photography
Have questions before you take the leap? Email money@thefreelancecfo.biz!
*Bookkeeping contracts are on a 12-month contract plan, with a 3 month trial period so we can make sure we’re both a great fit for one another!