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Foundation

• Monthly transaction recording

• Monthly reconciliation of your accounts

• Monthly Profit & Loss reports 

• Analytics Report for visual analysis of profit and top spending categories

• Monthly touch point email that will include a debrief of your financial performance  including revenue, total expenses, monthly profit, and top expense categories

• Estimated tax savings suggestion based on your profit

• 1099 tracking (does not include filing)

  • You are responsible for providing your vendor information and completed W9 for each vendor at the time of first payment 

• Set up QuickBooks Payroll or recording of 3rd party payroll transactions with report sharing at end of year with your accountant 

 

Support

• Quarterly call (60 min) - clean up and review of financial data

• Quarterly estimated tax payment reminders

• Tax prep support through checklist and 4th quarter meeting

 

Team

• Email communication with accountants: this includes one initial call and one 60 minute call with your accountant or additional call with you at tax time

• Unlimited access via email to the Erin Jackman LLC team to answer financial questions as they arise 

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Starts at $300/ based on initial assessment of your books, after

$500 on-boarding fee

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