A real person on your books
Real eyes reviewing your sales and expenses, categorizing each transaction, and checking anything that needs a closer look.
BOOKKEEPING FOR SMALL BUSINESSES
Your books.
Off your plate.
Real people keeping your books in order. Your transactions categorized, a P&L and balance sheet every month, and less to chase at tax time.
$14 / hour
30–45 projected hours per month
$420–$630 estimated monthly
Hi, I’m Wen.Your person for the numbers.
A real person. Real eyes.
A P&L and balance sheet every month
No hidden fees
A team in the Philippines
MONTHLY BOOKKEEPING, MADE SIMPLE
Here’s what
you’ll get.
The day-to-day bookkeeping handled, with a clear picture of your business at the end of each month.
A P&L and balance sheet every month
Your profit and loss and balance sheet at the end of each month. What came in, what went out, what your business made, and what it owns and owes.
Books that match your bank
Your bank and card statements checked against your books, with missing entries and differences worked through.
Organized for tax season
Categorized transactions and organized reports to share with your tax accountant. Less scrambling for records at year end.
Behind on your books, or need help tracking invoices and bills? We can include that in your estimate.
LET’S TALK NUMBERS
A simple rate.
A clear starting point.
Plan for 30–45 hours per month, depending on your transactions, accounts, and how much catching up you need.
We’ll review the work with you and agree an estimate before getting started.
No hidden fees. $14 an hour is the whole price, and every invoice shows the hours.
Talk to Wen$14 / hour
estimated / month
30–45 hours × $14 = $420–$630.
An estimate, based on the work you need.
Wen brings six years of accounting and bookkeeping experience, with a focus on QuickBooks Online and sorting out messy books.
Her background is in Financial & Management Accounting. Alongside our Philippines-based team, she helps with the day-to-day work that keeps your records organized.
WHAT WEN NEEDS FROM YOU
Five things
to get started.
Once we agree the work, here’s what Wen needs to review your books.
After reviewing your QuickBooks records, Wen will let you know if she needs any additional documents or information.
Talk to Wen- 01
QuickBooks Online accountant access
Invite Wen as an accountant in QuickBooks Online. No shared password needed.
- 02
Last year’s filed business tax return
For reference and to check the starting balances in your books.
- 03
Last year’s balance sheet & profit and loss statement
If available. These show what your business owned, owed, earned, and spent.
- 04
Bank & credit card statements
PDF copies for all business accounts.
- 05
A list of all business bank & credit card accounts
Include every account, even those not connected to QuickBooks Online.
A FEW GOOD QUESTIONS
Before we start.
Are 30–45 hours right for my business?
That’s a starting estimate. The hours depend on your transaction volume, the number of accounts, and whether your books need catching up. We’ll discuss your workload before agreeing the scope.
Any hidden fees?
No. The rate is $14 an hour and every invoice shows the hours. If your books need a cleanup first, that is estimated separately and agreed before it starts.
Can you help if I’m behind?
Yes. Tell us when your books were last up to date. We’ll look at the backlog and estimate the cleanup work separately from your ongoing bookkeeping.
Do you file my taxes?
This offer is for bookkeeping. We organize your records and reports for your tax accountant. Tax preparation and filing are not included.
Do I need to send documents now?
No. Your first message only needs a little about your business and the help you want. We’ll agree how to share documents and account access before work begins.
ONE LESS THING ON YOUR LIST
Let’s get your
books sorted.
Tell Wen what your business does, the software you use, and what you’d like help with. We’ll take it from there.
Message via WhatsApp. No documents needed to say hello. Wen replies within 4 hours.