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Top-down view of a wooden table with various drinks, desserts, a book, and a smartphone. There are three cups of tea or coffee, a small plate with cookies, a bowl with passion fruit, and a glass pitcher. Several hands are reaching for items, and a book is open on the table.

Appetizer Service Package

This package is for the food business owner that has been operating for at least two years and is growing exponentially without having the time to do the bookkeeping or understand their financial statements.  

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A woman standing with arms crossed inside a warmly lit restaurant or cafe with brick walls, large windows, and elegant decor.

This is the perfect solution for the newer business owner who wants organized books as they grow.

This is a basic bookkeeping package and here is What’s included:

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  • Reconciling all bank, credit card & Loan accounts (up to 3 accounts or a total of 150 transactions)

  • Setup and Modify Chart of Accounts for Management Needs

  • Entry of Cash-based or non-bank ledgers

The image is a plain, solid color background in beige or light tan.

  • Quarterly 15-minute strategy session & a PDF Copy of Financial Statement

  • Balance Sheet, Profit & Loss Statement & Statement of Cash Flows

  • Monthly Review of InterCompany Loans

Side Dishes accompanying the Appetizer package:

Terms:  Automatically paid at the 1st of the month with credit card/checking account on file

Bookkeeping Team Access Level: Up to 5 Emails and/or texts a month

Completion/Delivery Date: By the end of the following month

Response Time: 4 Business Days response time on emailed questions (via email)

Special Projects/Out of Scope Requests: On an hourly basis

Book your consultation call now

Dolly is an absolute breath of fresh air! So skilled in her area of work and takes great pride in what she does! Dolly has helped me get organized and on track with finances as well as helping me and teaching me about business money management and tasks that need to be done especially with state work. I would recommend Dolly to anyone looking for a brilliant, organized, caring and determined accountant/bookkeeper!

Herbs and Mylk

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