Welcome To
FAT CAT BOOKKEEPING!
About
Simple, straightforward virtual bookkeeping for your small business or personal finances. Based in San Diego, I work out of my home office with my cat supervising your books to ensure that they are both beautifully organized and accurate.
For many people, keeping the books up to date or even getting started with the process can be difficult. With all the different options and information out there, it can be easy to get overwhelmed. I decided to create a simple, professional, approachable environment where small business owners could feel comfortable tackling their bookkeeping projects.
ProAdvisor
I’m a certified ProAdvisor, and have a QuickBooks Certification and a Bookkeeping Certification from NACPB. I work with small businesses in many industries, and I specialize in complex clean ups. I also possess specialized expertise in e-commerce bookkeeping. Additionally, I work with personal finance clients and offer a variety of services to assist with household finance maintenance and management.
PROFESSIONAL BOOKKEEPING SERVICES
Listed below are some of the most popular bookkeeping services that I offer. Interested in multiple categories? See only one or two things here that you need? Need something not listed? Feel free to contact me to request additional information and learn more about my services, approach, and pricing so we can figure out the best plan for your books.
Small Business Bookkeeping Services
I offer small business bookkeeping services ranging from large clean ups and overhauls to monthly account tracking and financial statement creation for businesses in a wide variety of industries in all 50 states.
Core Services
- Classify transactions in the chart of accounts
- Reconcile and verify bank and credit card statements
- Preparation of Income Statement and Balance Sheet reports
- Month-end financial close and review process
Add-On Services
- A/R invoice input and tracking
- A/P bill input for authorization and payment
- 1099 preparation and e-filing
- Receipt tracking
- Manual sales tax calculations
- Multicurrency tracking
- Class and location tracking
One-Time Services
- Set up your books with a custom chart of accounts
- Create a workflow for your small business bookkeeping
- Clean up messy books
- Catch up books that need to be brought up to date
- Bookkeeping consultations
Please be advised: I do not currently offer tax services, payroll services, or services for nonprofits or businesses requiring HIPAA-compliant bookkeeping software.
Personal Finance Bookkeeping Services
I can assist with personal bookkeeping and household finance bookkeeping, including providing audits of your personal accounts, income and expense tracking, budgeting and goal-setting, and more.
Core Services
- Digital system creation
- Income and expense tracking, including checking, savings, credit card, and retirement accounts
- Bank account reconciliations
- Preparation of Income Statement and Balance Sheet reports
Additional Services
- Household budgeting assistance
- Goal setting and planning
- Receipt tracking
- Recurring payments planning
- Tackling credit card debt
- Multicurrency tracking
- Class and location tracking
- Accountability
One-Time Services
- Personal finance audit and spending category insights
- Create an easy-to-understand personal finance tracking system
- Financial reports for net worth calculations
- Product recommendations for DIY financial management
Pricing
I like to keep my pricing simple and transparent. My fee is $75/hour, or fixed rates based on services selected. My fixed rates are just an estimate of my hourly fee, a projection of how long I think it’ll take me to do the books.
Pricing is based on things such as number of accounts and transactions, types of transactions, frequency of services, time needed, and complexity. Please note: all bookkeeping is completed in house. I do not outsource your bookkeeping to other companies.
While bookkeeping costs can vary widely, my clients typically see prices in the $500 to $1500 per month range. For books with a higher number of accounts or level of complexity, pricing may be in excess of this range. For simple books with few accounts, pricing may fall below this range.
Catch up and clean up projects typically run several thousand dollars depending on the scope of work. I try to charge a flat fee on these projects as much as possible, though hourly rates are also available. Projects of any size are welcome.
How it works
For those interested, I offer a free 20 minute introductory call where we can talk about your business’s bookkeeping needs and see if we’re a good fit. Texting and emailing are also welcome.
I utilize a remote communication model. This means that I primarily use email to speak with clients, with phone calls being fairly rare. This increases my efficiency, as well as gives us a record of conversation to refer back to when referencing information.
Sign a simple, straightforward, one-page engagement letter, and upload your documents via secure link or to a private, password-protected client folder for safe handling.
Bank statements and documents are due each month. Monthly bookkeeping fees are due on the 1st of each month.
Contact
If you would like to expedite the intake process, please fill out one of the forms below:
