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

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