Call for Free Consultation 951.221.0573 Email: Info@Arborfinances.com
Accounting
Monthly Tiered Plans
Foundation
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Monthly bookkeeping (bank & credit card reconciliation)
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Chart of accounts setup & maintenance
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Monthly P&L and balance sheet
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QuickBooks Online management
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Email support
Clarity
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Everything in Foundation
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Accounts payable & receivable tracking
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Monthly close with journal entries
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Budget vs. actuals reporting
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Quarterly check-in call (1 hour)
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Priority email support
Apex
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Everything in Clarity
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Cash flow forecasting
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KPI dashboard & monthly reporting package
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Monthly financial review call (1 hour)
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Strategic financial observations & recommendations
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Annual budget buildout
Features
Real Books Every Month
Your financials are reconciled, closed, and ready to review every single month, with no backlogs, no surprises, no chasing down numbers at tax time.
Expertise You Can Count On
As a certified QuickBooks ProAdvisor, I set up and maintain your books the right way from day one, so your data is clean, consistent, and actually useful.
Responsive, Personal Support
You're not submitting tickets into a void. When you have a question, you hear back from me, someone who knows your business and your numbers.
Financial Clarity, Not Just Compliance
Good bookkeeping isn't just about staying compliant, it's about knowing where your business stands so you can make confident decisions.
The Process
1.
Book a Free Consultation
We start with a no-pressure conversation to learn about your business, your current financial setup, and where you need the most support.
2.
Monthly Bookkeeping Begins
Your books are reconciled, closed, and delivered every month on a consistent schedule along with your financials and any reporting included in your plan.
3.
Choose Your Plan
Based on what we discuss, we'll identify the right tier and any add-ons that fit your needs no upselling, just the right fit.
4.
Ongoing Support & Review
You have a real point of contact who knows your numbers. As your business grows, your plan can grow with it.
5.
Onboarding & Setup
I get access to your QuickBooks (or set it up fresh), review your chart of accounts, and establish the workflows that keep your books clean going forward.
Add-On Services
Customize your plan with the support your business actually needs.
Payroll & Tax Compliance
Full-service payroll processing and payroll tax management, plus sales tax reporting. Priced at $35/every 5 employees per month and added seamlessly to any plan.
Dedicated Advisory Hours
Need more face time? Add a block of one-on-one support hours for financial questions, strategic reviews, or ad hoc analysis. Billed at $150/hour.
Budget & Forecast Buildout
Get a clear picture of where your business is headed with a custom annual budget and financial forecast. A one-time project deliverable, priced based on business complexity. Custom quoted.
Sales Tax Compliance
Sales tax obligations don't stop at your state's border. I handle state sales tax registration, filing, and reporting, plus nexus monitoring to ensure you know where you have obligations before they become a problem. Quoted by state and filing frequency.
