Are you ready to…

Take your business finances to the next level?

  • Are you ready for financial clarity around your business finances?

  • Are you ready for the calm that comes from knowing your books are being taken care of and current?

  • Are you ready for real financial data that will help you make business decisions with confidence?

If you answered YES to any of these, then keep reading.

Why choose Numbers By Nikole…

We know there are many other bookkeeping firms out there, but there are a few things that set us apart.

Our top priorities are accuracy and communication. We take pride in producing accurate financials to help guide you on your entrepreneurial journey. Each month if there are any transactions we need more detail on we will reach out to discuss. This helps make sure items are recorded properly. At the end of the year we will have everything reviewed and ready for your CPA for a smooth tax season.

Having a capable and competent team to assist with the regular bookkeeping tasks helps free up my time to be available for clients. I believe in having full transparency and open communication to help foster relationships. Having a firm with a team ensures your bookkeeping and monthly deliverables will be consistently completed on time.

Monthly Bookkeeping

  • You’re a business owner already wearing so many hats within your business, and you either don’t have the time or desire to do the bookkeeping yourself (no judgment here!)

    You want clarity on your numbers and what they mean to you.

    You want to know how much you can pay yourself. Or how much you should be saving for taxes.

    You want a numbers savvy bestie supporting you and cheering you on

  • Initial discovery call to determine your wants and needs

    Detailed income and expense tracking and categorization

    Month end reconciliations

    Monthly financial reports to include profit & loss and balance sheet. Along with a loom video with financial status, observations and recommendations

    Vendor management and yearly 1099 filings

    Collaboration with your CPA

    Available for any questions you may have

  • Investment starts at $350 per month

Catch-up Bookkeeping

  • Your books are way behind or up to date but a bit of a mess. No worries - it happens! I’ll dive deep into your books and get everything all sparkly and ready for your CPA.

  • 1:1 discovery call to determine when the last time the books were updated and a plan on how to bring them current.

    Detailed income and expense tracking and categorization.

    Account reconciliations

    Limited access for questions/ advice

    Collaboration with your CPA

  • Investment varies based on scope

Budget Planning

  • You are ready to set clear goals, control spending and save for the future.

  • Our yearly budget service includes a 1:1 call to discuss your goals and expected income and expenses. This information will be used to create a detailed budget that will help you make informed decisions and reach your goals.

  • Investment starts at $1,000

    Price varies depending on scope

Diagnostics Review

  • You’re a business owner who likes wearing the bookkeeper hat, but you have questions that google can’t answer.

  • Wondering if that purchase should be an asset or expense? Why your bank balance doesn’t match your QBO balance? Need help making sense of what the reports mean?

    I’m your numbers savvy bestie to help you feel more confident with your books.

  • Investment starts at $250

    Price varies depending on scope

Happy Clients

The process: how it al works

  • Discovery Call

    Inquire on the contact page and we we will schedule a call. We start with learning about your business. I love hearing all the details! You’ll share the kind of help and support you’re looking for. Overall, we’ll make sure we’re a good fit!

  • Kickoff Call

    Once we decide to make it official, we’ll schedule a kickoff call. This is when we get all your systems connected, access to the platforms we need, and make sure your payment processors are all set.

  • Bookkeeping Services

    The best part! We manage everything and share simple reports each month. The first month or two, we’ll also jump on a call to answer your questions, explain the reports, and make usre you understand exactly what’s happening.

FAQs

  • This depends on the clients needs and complexities of the business. After our initial chat we will review and send a proposal for an exact amount. To give you an idea, our base rate starts at $350/ month.

  • No, we do not provide tax services. We will have your books ready for a tax professional to review though. This will save your accountant time, which will save you money. Not to worry though, we have some wonderful accountants we can refer.

  • While bookkeeping is an important part of being ready for taxes, there is much more to it! Here are just a few other reasons:

    • Allows you a clear picture of your finances

    • Helpful in an audit

    • Helps you apply and obtain a loan

    • Catches errors or fraudulent activity

    • Saves you money

  • We make it easy! During the onboarding process we will give you an automatic ACH recurring payment form, sign it and you’re good to go. The payment will be drafted on the 1st of every month.

  • No contract is required, however there are no partial month refunds.

  • Yes. After we chat and both decide it would be a good fit, an engagement letter will be sent as part of the onboarding process. The engagement letter helps both of us be on the same page with expectations.

  • Communication is a top priority, and you will receive a response to an email, text or phone call within 24-48 business hours.