Welcome To

FAT CAT BOOKKEEPING!

About

Simple, straightforward virtual bookkeeping for your small business or personal finances. Based in San Diego, and working with clients all throughout the US, 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 your 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 professional, simple, approachable environment where small business owners could feel comfortable tackling their bookkeeping projects.

ProAdvisor

You’re not alone. I’m here to help!

I’m a certified ProAdvisor, and certified in QuickBooks by the NACPB. I work exclusively in QuickBooks Online. Please take a tour of my website, and don’t hesitate to contact me if you’re interested in getting started with Fat Cat Bookkeeping!

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 so we can figure out the best plan for your books. I offer both small business bookkeeping and personal bookkeeping services. Feel free to request additional information to learn more about my services, approach, and pricing.

 

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Core Services

  • Classify transactions in QuickBooks Online
  • Reconcile bank and credit card accounts
  • Client support
  • Reports preparations
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Add-On Services

  • Accounts Receivable invoice input and tracking
  • Accounts Payable bill input for authorization and payment
  • Pre-recorded personalized tour of your books upon completion of clean up, catch up, or set up 
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One-Time Services

  • Start a QuickBooks Online file
  • Create a chart of accounts
  • Set up
  • Clean up
  • Catch up
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Support Services

  • Support for business owners who want to DIY their own books but need a little bit of help along the way
  •  Will answer questions, make edits, entries, adjustments, or do a portion of your books, while you DIY only what you want to

Household Finance Services

  • Personal bookkeeping
  • Budgeting
  • Categorizing transactions
  • Tackling credit card debt
  • Assistance with personal money management, daily money management
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Services Not Offered

  • Tax preparation
  • On-site bookkeeping
  • Tutorials
  • Nonprofit bookkeeping

Pricing

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I like to keep my pricing simple. $50/hour for ongoing monthly or quarterly work, $60/hour for clean up and catch up, or fixed rates based on services selected. My fixed rates are just an estimate of my hourly rates, a projection of how long I think it’ll take me to do the books.

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Pricing is based on things such as number of accounts and transactions, types of transactions, frequency of services, time needed, and complexity.

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On average, my monthly clients typically see pricing in the $200 to $500 per month range. For books with a higher number of accounts and complexity, pricing may be in excess of this range. For simple books with few accounts, pricing may fall below this range.

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Catch up and clean up projects are charged by the hour and typically run several thousand dollars depending on the scope of work. Projects of any size are welcome, and small projects may be well under this range.

How it works

Your books are kept in QBO. You have access to them 24/7.

For those interested, I offer a free 15 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.

Upload your documents to your secure, password-protected client folder for safe handling.

Sign a simple, straightforward, one-page engagement letter.

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