Our Promise to You
Communication
We value communication as a necessity to a working business relationship. You’ll hear from us in 1 business day, instead of weeks or months.
Education
We believe every business owner has a right to understand their own financials and that there are no dumb questions.
Accuracy
We provide the accuracy you need to stay up-to-date and compliant.
Collaboration
We value the relationship that comes with partnering with business owners, their tax professionals, and financial advisors.
"As a new business owner, I did not have a good idea of what working with a bookkeeper was like. All I knew was that I was drowning in work. I could not make sense of my financials and could not keep up with bookkeeping. Now I can focus on my primary responsibilities instead. You cannot do better than Erin. I recommend her highly!"
- Ella E.
Clean Up and Set Up
QuickBooks/Xero Set-Up
$250
Starting on a new accounting platform? We’ll help you get your account set up, integrated, and customized for accurate books and relevant reports. Bonus: We include a free walk-through of your new system to answer any related questions.
- SetUp QuickBooks/Xero Account
- Integrate all Bank Accounts, CRMS, etc.
- Create a customized Chart of Accounts
- Customize Invoicing
- 60 Minute Review Call w/ System Walk-Through
Clean Up and Catch Up
Inquire for Pricing
Have you let your books slip to the way back burner? We will help you get all transactions categorized, accounts reconciled, and review your newly accurate reports with you.
- Categorize/Reconcile all Accounts
- Add Expenses from Personal Funds
- Reorganize Chart of Accounts (if needed)
- Prepare Updated Reports
- 60 Minute Review Call
(25% discount with a signed 3 month contract for Monthly Bookkeeping)
Monthly Bookkeeping
Monthly Bookkeeping
Starts at $300/month
Not your run-of-the-mill bookkeeping experience! This is for the service provider or coach looking to keep their books organized for tax time and your business optimized for profit. All monthly bookkeeping packages include collaboration with your tax preparer to ensure a seamless tax prep experience.
- Categorize/Reconcile All Accounts
- Add Expenses from Personal Funds
- Send Monthly Reports (Profit and Loss at a minimum)
- QuickBooks/Xero Subscription Included
- Up to Five 1099s Filed Annually
- Quarterly 1:1 Strategy Call
Add-Ons:
Additional Scheduled Strategy Call: $150
Invoicing/Accounts Receivable: starts at $100/month
Contractor Payments: starts at $200/month
Payroll: starting at $100/month
Form 1099 Preparation: $50/form
Financial Strategy
Strategy Call
$150
Whether you are tackling your bookkeeping on your own or need to work through financial strategy, let me give you the guidance you need to feel confident with your finances. Organization is the key to running a successful business and ensuring a stress free tax time.
- 60 Minute Strategy Call
- Call Recording Included
- 48 Hour Email Access
Ready to get started?
Consulting and CFO Services
Consulting and CFO Services
Business strategy starts with your finances. We’ll help with custom reports, analytics, interpreting your finances or refining your financial efficiency. Whether on a project basis or ongoing, these services are quoted to your specific business needs.
Additional Services
At Vantage Financial, we’re passionate about creating a custom experience based on your needs, not fitting you inside of a pre-defined box.
These are some of the additional services we offer, but we are always adding new ones for our clients. Please reach out if you would like something unique.
Invoicing
Payroll
Financial Strategy
Custom Reports
Tax Advisory
AR/AP
Systems Automations
Zapier Integrations
Internal Accounting Team Training
Follow Me on Instagram
