White Owl Bookkeeping provides services to help entrepreneurs, self-employed practitioners and small business owners get out of the weeds.
Below is an overview of my standard package offerings to give you an idea of what it would cost for me to take over the minutia and let you get back to the important stuff. These can of course be adjusted if your business needs are more specific (sadly no, I don’t answer phones or tutor unruly children).
Note: these package prices exclude costs associated with accounting and payroll software. I’m QBO certified and have some experience with Xero and Fresh Books. But ultimately, we can use whatever software you prefer.
INITIAL CONSULTATION
FREE
Let’s chat (we can zoom or meet in person with masks) about your particular issues and see if it’s a good fit.
Note: this is a stock photo, not one of me laughing in the face of a potential client and their pitiful bookkeeping attempts. Welp.
BABY BOOKS
$75-$350 PER MONTH
The perfect package for newly minted entrepreneurs. You’ve been busting your balls and finally have enough business to turn a profit. But suddenly you’re running out of time for all the little details.
Package includes:
- Assistance with bank feeds and categorizations
- Expense tracking
- Revenue recording on a monthly or quarterly basis
- Reconciliation of 1-2 bank accounts or credit cards
- Quarterly profit & loss reporting
- Support via call or email
TODDLER BOOKS
$400-$950 PER MONTH
Bigger than a tadpole but not yet a frog? As your business scales, you definitely don’t want to pay your CPA a stupid amount of money to do your day-to-day record keeping. Let them handle the income taxes and hire a bookkeeper to do the rest. This is where the Toddler Books package comes in.
Package includes everything in Baby Books plus:
- Reconciliation of up to 5 bank accounts or credit cards
- Overview of biweekly or monthly payroll for up to 20 staff
- Monthly withholding taxes (State and Federal)
- Sales Tax filing
- Invoicing (accounts receivable)
- Monthly P&L Reporting
TEEN BOOKS
$1,000 PER MONTH & UP
Your business is humming along and your books are on point. You may even have an excellent bookkeeper on staff. But if that relationship sours for any reason (or they retire because let’s face it, full-time bookkeepers earn bank), then please keep me in mind. I’m a quick study and great at picking
things up midstream.
Package includes everything in Toddler Books plus:
- Oversight of payroll for up to 50 staff
- Weekly payroll and withholding
- Books for more than one entity (and internal transfers where necessary)
- Weekly or ad-hoc financial reporting
FORENSIC ACCOUNTING & CLEANUPS
HOURLY RATE
It may sound ridiculous but I absolutely LOVE cleaning up accounting messes. I also used to work for an audit firm so tracking down errors and even theft is something I delight in (I know, I’m a nerd).
Since it’s usually hard to determine how long these kind of issues will take, I prefer to charge hourly for this kind of work. I use a sliding scale based on how small you are (low for startups, entrepreneurs, etc and higher for larger more established firms).
Note: this is another stock photo, but I love how confused this dude is by the accounting he’s doing using a piggy bank and his notebook. Getting a calculator might help 🤣