PICKING REQUIRES UNDERSTANDING HOW LONG EACH SONG IS, AND HOW THEY WORK TOGETHER TO MAKE THE KIND OF PLAYLIST YOU WANT TO LISTEN TO.
THE SAME GOES FOR YOUR BUSINESS' MONEY. FIGURING OUT HOW TO MUCH TO SPEND AND ON WHAT SO THAT YOU REACH YOUR GOALS, ISN'T JUST LUCK - IT'S STRATEGY.
AND RECORDED BOOKKEEPING IS HERE TO HELP YOU MANAGE IT ALL.
IF YOU HAD TO BUILD A PLAYLIST THAT WAS NO MORE THAN 15 MINUTES LONG, WHAT SONGS WOULD YOU INCLUDE?
monthly bookkeeping services
BUDGET MANAGEMENT SERVICES
STRATEGY, CLEAN-UP & CONSULTATIONS
HERE'S HOW WE CAN HELP YOUR BUSINESS THRIVE
A LA CARTE SERVICES TO FIT YOUR NEEDS. TAKE WHAT YOU NEED AND LEAVE THE REST.
BECAUSE NO TWO PEOPLE WILL CREATE THE SAME PLAYLIST.
LET US BUILD IT FOR YOU
OUR services
BOOKKEEPING SERVICES
MONTHLY SERVICE
BUDGETING & CASH FLOW MANAGEMENT
MONTHLY SERVICE
QUARTERLY STRATEGY & PARTNERSHIP
QUARTERLY SERVICE
TAX TIME CLEAN-UP & CATCH-UP
ONE-TIME SERVICE
CUSTOM SPENDING GUIDE
ONE-TIME SERVICE
PAYROLL SERVICES
MONTHLY SERVICE
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SERVICES PLAYLIST
CLICK PLAY TO EXPLORE
CLICK PLAY TO EXPLORE
monthly bookkeeping services
WE TAKE CARE OF THE DAY TO DAY TO MAKE SURE END OF YEAR TAXES ARE PAINLESS.
• CATEGORIZATION OF ALL INCOME AND EXPENSES
• MONTHLY RECONCILIATION OF ALL BANK AND CREDIT CARD ACCOUNTS
• W9 COLLECTION AND MAINTENANCE
• MONTHLY REPORTS EMAILED TO YOU OR UPLOADED TO YOUR DRIVE FOR YOUR REVIEW
• END OF YEAR 1099'S
• GOOGLE CHAT OR EMAIL AVAILABLE DURING BUSINESS HOURS
STARTING AT $550/MONTH + ONBOARDING FEE*
BUDGETING & CASH FLOW MANAGEMENT
• USE YOUR EXISTING BUDGET AND CASH FLOW DOCUMENTS TO TRACK YOUR INCOME AND EXPENSES
• CREATE SAVINGS GOALS TO REACH YOUR GOALS
• SUGGEST ADJUSTMENTS AS NECESSARY
• MONTHLY REPORT EMAILED OR UPLOADED TO YOUR DRIVE
WE'LL TRACK YOUR BUDGET AND CASH FLOW TO MAKE SURE YOU STAY ON TRACK
STARTING AT $250/MONTH + ONBOARDING FEE*
PAYROLL - EMPLOYEE & CONTRACTOR
WE'LL MAKE SURE YOUR EMPLOYEES AND CONTRACTORS ARE PAID IN A TIMELY MANNER.
• SET-UP OF EMPLOYEES AND CONTRACTORS IN PAYROLL SOFTWARE.
• CREATION OF TIMESHEETS AS NECESSARY
• VERIFICATION OF TIMESHEETS
• TRACKING VACATION/SICK AND OTHER TIME OFF AS NEEDED
• FILING ALL NECESSARY PAYROLL TAX DOCUMENTS WITH APPROPRIATE AGENCIES
STARTING AT $200/MONTH + ONBOARDING FEE*
QUARTERLY OFFER STRATEGY
WE MEET QUARTERLY TO CHECK-IN AND BRAINSTORM YOUR BUSINESS.
• 60 MINUTE GOOGLE MEET CALL TO BRAINSTORM YOUR BIG IDEAS
• ACTION PLAN FOR EXECUTING NEW OFFERS AND HOW THEY FIT INTO YOUR CURRENT SUITE & FINANCIAL STRATEGY.
• ONE WEEEK OF SLACK SUPPORT FOLLOWING OUR MEETING
• OTHER TOPICS AS NEEDED
STARTING AT $499/QUARTER + ONBOARDING FEE*
TAX TIME CLEAN-UP AND CATCH-UP
CATEGORIZING ANY AND ALL MONTHS THAT ARE OUTSTANDING FOR THE CURRENT TAX YEAR.
• CATEGORIZATION OF ALL INCOME AND EXPENSES - INCLUDING MATCHING MONEY RECEIVED TO INVOICES
• RECONCILIATION OF ALL BANK AND CREDIT CARD ACCOUNTS
• PROFIT AND LOSS REPORTS, AND ALL OTHER TAX DOCUMENTS NEEDED, DELIVERED TO YOUR INBOX.
• GOOGLE CHAT OR EMAIL AVAILABLE DURING BUSINESS HOURS
STARTING AT $200/MONTH OF CLEAN UP
SPENDING GUIDE CREATION
LET US CREATE A BUDGET AND CASH FLOW THAT WORKS TO MEET YOUR GOALS.
• CREATION OF SPENDING GUIDE TO BE IN ALIGNMENT WITH YOUR GOALS
• CUSTOM TEMPLATE TO WORK THE WAY THAT'S EASY FOR YOU TO UNDERSTAND
• QUICK REVIEW OF OFFERS TO ENSURE THEY'RE ALIGNED WITH YOUR GOALS AND STRATEGY
• COMPLETED IN ONE WEEK
• ONE ADDITIONAL WEEK OF SUPPORT
OFFERED AT $997
BOOKKEEPING SERVICES
MONTHLY SERVICE
BUDGETING & CASH FLOW MANAGEMENT
MONTHLY SERVICE
QUARTERLY STRATEGY & PARTNERSHIP
QUARTERLY SERVICE
TAX TIME CLEAN-UP & CATCH-UP
ONE-TIME SERVICE
CUSTOM SPENDING GUIDE
ONE-TIME SERVICE
PAYROLL SERVICES
MONTHLY SERVICE
1
2
3
4
5
6
tap play to explore
LET'S BUILD YOUR PLAYLIST
WE TAKE CARE OF THE DAY TO DAY TO MAKE SURE END OF YEAR TAXES ARE PAINLESS.
• CATEGORIZATION OF ALL INCOME AND EXPENSES
• MONTHLY RECONCILIATION OF ALL BANK AND CREDIT CARD ACCOUNTS
• W9 COLLECTION AND MAINTENANCE
• MONTHLY REPORTS EMAILED TO YOU OR UPLOADED TO YOUR DRIVE FOR YOUR REVIEW
• END OF YEAR 1099'S
• GOOGLE CHAT OR EMAIL AVAILABLE DURING BUSINESS HOURS
WE'LL TRACK YOUR BUDGET AND CASH FLOW TO MAKE SURE YOU STAY ON TRACK
• USE YOUR EXISTING BUDGET AND CASH FLOW DOCUMENTS TO TRACK YOUR INCOME AND EXPENSES
• CREATE SAVINGS GOALS TO REACH YOUR GOALS
• SUGGEST ADJUSTMENTS AS NECESSARY
• MONTHLY REPORT EMAILED OR UPLOADED TO YOUR DRIVE• MONTHLY RECONCILIATION OF ALL BANK AND CREDIT CARD ACCOUNTS
• W9 COLLECTION AND MAINTENANCE
• MONTHLY REPORTS EMAILED TO YOU OR UPLOADED TO YOUR DRIVE FOR YOUR REVIEW
• END OF YEAR 1099'S
• GOOGLE CHAT OR EMAIL AVAILABLE DURING BUSINESS HOURS
WE'LL MAKE SURE YOUR EMPLOYEES AND CONTRACTORS ARE PAID IN A TIMELY MANNER.
• SET-UP OF EMPLOYEES AND CONTRACTORS IN PAYROLL SOFTWARE.
• CREATION OF TIMESHEETS AS NECESSARY
• VERIFICATION OF TIMESHEETS
• TRACKING VACATION/SICK AND OTHER TIME OFF AS NEEDED
• FILING ALL NECESSARY PAYROLL TAX DOCUMENTS WITH APPROPRIATE AGENCIES
WE MEET QUARTERLY TO CHECK-IN AND BRAINSTORM YOUR BUSINESS.
• 60 MINUTE GOOGLE MEET CALL TO BRAINSTORM YOUR BIG IDEAS
• ACTION PLAN FOR EXECUTING NEW OFFERS AND HOW THEY FIT INTO YOUR CURRENT SUITE & FINANCIAL STRATEGY.
• ONE WEEEK OF SLACK SUPPORT FOLLOWING OUR MEETING
• OTHER TOPICS AS NEEDED
CATEGORIZING ANY AND ALL MONTHS THAT ARE OUTSTANDING FOR THE CURRENT TAX YEAR.
• CATEGORIZATION OF ALL INCOME AND EXPENSES - INCLUDING MATCHING MONEY RECEIVED TO INVOICES
• RECONCILIATION OF ALL BANK AND CREDIT CARD ACCOUNTS
• PROFIT AND LOSS REPORTS, AND ALL OTHER TAX DOCUMENTS NEEDED, DELIVERED TO YOUR INBOX.
• GOOGLE CHAT OR EMAIL AVAILABLE DURING BUSINESS HOURS
LET US CREATE A BUDGET AND CASH FLOW THAT WORKS TO MEET YOUR GOALS.
• CREATION OF SPENDING GUIDE TO BE IN ALIGNMENT WITH YOUR GOALS
• CUSTOM TEMPLATE TO WORK THE WAY THAT'S EASY FOR YOU TO UNDERSTAND
• QUICK REVIEW OF OFFERS TO ENSURE THEY'RE ALIGNED WITH YOUR GOALS AND STRATEGY
• COMPLETED IN ONE WEEK
• ONE ADDITIONAL WEEK OF SUPPORT
"SHE HAS BEEN A LIFESAVER TO ME AND MY BUSINESS"
I STARTED WORKING WITH FRANCES EARLIER THIS YEAR AND SHE HAS BEEN A LIFE SAVER TO ME AND MY BUSINESS. I FEEL LIKE WE'VE ONLY CRACKED THE SURFACE."
LIANA CHASTEEN, BLUVINE HOLISTIC
"SHE HELPED US BECOME THE COMPANY WE ALWAYS WANTED TO BE"
FRANCES HAS HELPED US TRANSFORM OUR FINANCES, AND, IN A VERY REAL WAY, HELPED US BECOME THE COMPANY WE ALWAYS WANTED TO BE.
NICK RYNERSON, BOLT CUTTER
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It depends on what your goals are and what stage of business you're in.
We're happy to build a playlist for you with the answers to just a few simple questions.
We serve clients all the way from Chi-Town, K.C. to Alabama, L.A., New York to Atlanta and Louisiana. That's the beauty of being a virtual bookkeeper and fractional CFO - we can serve clients all over the country. And while we love serving our local central Illinois clients, we still serve them in a virtual capacity.
Totally! You can book a custom budget build (in VIP week form) or we can maintain budget and cash flow for your and/or your clients OR we can meet quarterly for strategy sessions.
You can definitely opt out if you think a service is not for you. We require a four month lock-in to get in a flow state. If we get there are you still feel like a service is not for you, you can remove it at that time.
We have an application process for all prospective bookkeeping clients. We want to ensure that our services are the right fit for you and that your agency is the right fit for us. If your application is approved, you'll get a proposal within two business days. If not, you'll get an email notifying you.
Once you've selected your package and signed your proposal, you'll receive a contract and first invoice. After that, onboarding will begin.
We always start with a month of catch-up and clean-up followed by three months of bookkeeping services.
At Recorded Bookkeeping you get a dedicated team depending on the services you choose. Monthly service clients get an Account Manager, Bookkeeper and our Founder, Frances does all of the high level budget work.
We do this for your benefit. Breaking up tasks ensures that our staff is working in their zone of genius AND also allows for internal checks and balances.
Onboarding fees range from $500 to $2000 depending on the level of work required. We always do a systems audit to look for more efficient ways to work through processes, and a category check and clean-up to ensure we're starting with accurate numbers.
If you have no current processes, or your bookkeeping is behind, the fee will reflect a higher amount.
We work exclusively with Quickbooks Online for a number of reasons, but at the forefront is so that you have access to your books whenever/wherever you may need. We don't gatekeep and your finances belong to your business - not to us. So if you're on a different platform, we may need to migrate over to QBO.
At this time, Recorded Bookkeeping does not have an accountant on staff, so we do not file taxes for our clients. That being said, we work closely with a few accountants and would be happy to recommend someone should the need arise.
Absolutely! We love working with all sorts of creative business owners, no matter what industry you serve. Here are some examples of people we'd love to work with: photographers, videographers, stylists, marketers and social media managers, brand designers, etc.
If the match is right that's all that matters. Don't let your industry deter you from requesting a playlist customized to you and your business.