Are you tired and frustrated completing these tasks by yourself?
Listen, I get it. Your idea of managing money is closing deals & having calls with your personal accountant NOT clicking through QuickBooks all day. You’re ready to build a team that can take the load off because quite frankly, you didn’t start your business to crunch numbers all day. That’s why we’re here. Our job is to make sure every single dollar is accounted for while helping you to reach your financial goals.
Let’s partner so we can eliminate your accounting headache, and get you back to spending your time doing what you love. We’ll get your finances organized and will provide the tax-ready reporting and personal support you need to expand your business and increase your profit margin.
Interested in Becoming a Client?
Click the Situation that Best Describes You.
Have any questions? Schedule a Discovery Session to learn more.
The Ledger Overhaul
Bringing in the revenue is truly half the battle. The more money you make (and spend) means the more money to manage. With this package, we deep-dive to get all of your financials in order so that you can breeze through tax season.
D.I.Y Creative
When building your business, you’re so focused on becoming a bankable brand and bringing in the coins, that you’re not necessarily thinking about how to account for it all!
Building a solid foundation to manage your cash is one of the most critical steps when starting a business. This package is designed for system implementation and training so that you are equipped to manage your financials like a pro.
THIS PACKAGE IS FOR YOU IF:
- You own a business and do not have a financial system in place to manage your mone
- You don’t know how to report your business activity on your taxes
- You want to manage your accounting software on your own, but need help with the set up
- You have no prior (or limited) financial transactions
- You need help with your cash flow strategy and creating a business budget
- You need a crash course on reading your financial statements and understanding what your numbers really mean
- You’re serious about building a profitable business and have intentions to scale
- On-boarding & Cash Strategy Call
- Complete Accounting System Launch Customized for your Business
- Personalized Cash Strategy Plan & Annualized Business Budget
- System Training Call & Year-End Tax Prep Walk-through
- Understanding Your Financial Story [ FREE pdf Money Guide ]
- Dedicated Financial Advice & System Support for 30 Days Post Launch
Investment: $997
* Note: this package does not include any catch-up bookkeeping services *
(payment plans available)
Tax Preparation
The General Ledger Group is licensed to provide tax filing services for Individuals, Sole Proprietors, and LLCs.
THIS SERVICE IS FOR YOU IF:
- You’ve grown beyond the Do-It-Yourself tax filing and you’re ready to outsource to a professional
- You want to make sure you’re maximizing your tax deductions
- You want to lower your tax liability
- You’re behind on filing your tax returns and need help getting prepared
Monthly Accounting and Bookkeeping
The General Ledger Group offers monthly retainers for Full Service Accounting & Bookkeeping. Services can include, but are not limited to, the below:
- Monthly Bookkeeping
- Managed Payroll Services
- Vendor & Expense Management
- Budget Review & Strategy Sessions
- Year-End Tax Support & Planning
- On-Going System & Accounting Support
- & MORE
Investment Starting at $500/per month*
* Add-ons incur an additional fee per month.
Please inquire for a custom proposal tailored for your business needs
Meet the Owner
