Services Exploration
Explore the range of services designed to help you move forward with confidence, wherever you're headed next.
How does the process work?
01.Free Quick Connect CallBefore we dive in, we’ll talk through your business and your needs to find the right starting point - whether that’s getting your books in order or doing a Review of Books first. This is also a great chance to see if we’re a good fit for working together.
02.OnboardingOnce you’re feeling confident about working together, you’ll sign an engagement agreement, pay your first invoice, and then we’ll discuss your onboarding checklist.
03.SetupI’ll take a close look at your books, tidy up any mistakes, and set up any new systems your business needs to keep things running smoothly.
04.Catch-up or begin monthly routineIf your books need a little catching up, I’ll get everything in order. If not, we’ll focus on the first month of bookkeeping. At the end, we’ll have a review call where we walk through your reports, make sense of the numbers, and make sure you feel comfortable and confident with this new routine.
05.Repeat & flourishEvery month, we’ll connect to review the details of your finances, discuss potential tax planning strategies, and answer any questions along the way, so you always feel on top of your numbers.
Consistency is key!
Services
Bookkeeping Essentials
For business owners who want hands on bookkeeping support and proactive financial guidance.
Starting at $400 per month
Services Included
Full transaction categorization
Monthly bank and credit card reconciliations
Monthly financial statement preparation
Monthly recorded video report via Loom and optional virtual meeting
Ongoing email support
Year end tax package prepared for your CPA
Basic payroll oversight
Client runs payroll
Journal entries and reconciliations handled by Natalie
Add-Ons
Have accounting needs that aren’t listed above? No problem! I’m happy to discuss additional services tailored to your business. Quotes are provided based on your specific needs.
Tax - Related
Sales Tax Filing & Setup – Set up and manage sales tax obligations for your business.
1099 Preparation – Organize and prepare 1099s for contractors or vendors.
Payroll
Payroll Setup – Configure payroll systems for your team or yourself.
Payroll Processing – Run payroll, manage deductions, and ensure compliance.
Employee or Contractor Setup – Add or update team members in payroll systems.
Let’s Work Together
Ready to get started?
Click the button below to fill out a new client inquiry form. Share a bit about your business and your accounting needs, and I’ll be in touch within 48 hours to discuss next steps and how Rooted Number Co. can support you.