SERVICES

At JameTali Financial

We will work with you to create bookkeeping services that are aligned with your specific situation.

So that you can see exactly where your business is spending money, where your revenue is coming from, which tax deductions you'll be able to claim, and KPI information to focus on.


GETTING STARTED

  • Phone or Zoom meeting to discuss the type of business and accounting/bookkeeping services

  • Start a QuickBooks file

  • Organize & input existing paperwork/receipts

  • Input monthly business transactions into QuickBooks

  • Give a proposal of service that would best fit your situation

  • One Month worth of Bookkeeping free

ONGOING SUPPORT

  • Daily, weekly, monthly, and quarterly accounting services for your startup, e-commerce, and small business

  • Download monthly transactions into QuickBooks

  • Monthly correspondence regarding the financial status

  • Input business expenses & cash receipts

  • E-mail monthly Profit & Loss Statement

  • will create 12-month running P&L

  • Will create an actual vs budget

  • Provide Monthly KPI Scorecard for your business development

  • Note: work is completed from my home office

SERVICE NOT OFFERED

  • Legal business advice

  • Tax preparation

  • Manual payroll

  • On-site bookkeeping