FREE SERVICES

Our Free Services allow us to get to know you and what you need to see if we can help. If we cannot, we will do our best to provide resources.

FREE CONSULT

• Collect Data on our Prospect Form

• Ask Questions & Get Answers

• Find Out What You Want to Solve

• Get to Know Each Other

• Choose the Best Service for You

FREE ESTIMATE

• Assess Your Business or Financial Scene

• Send You the Estimate Introductory Doc

• Utilize Our Checklist & Detect Red Flags

• Utilize Cost Calculator to Provide Estimate

• Provide & Review Estimate with You

INTRO SERVICES

These are our services to get you started. From here we can take the next steps to assist you in expanding your business.

SET-UP QUICKBOOKS 

  • Enter Basic Company Info

  • Sync Bank Accounts 

  • Set Up Invoice Design

  • Set Up to Receive Payments

  • Set Up Re-occurring Dues

  • Set Up Features of Business

 BASIC

BOOKKEEPING

  • Categorize All Transactions

  • Handle Journal Entries

  • Email Client For Answers

  • Reconcile All Accounts

  • Manage Birds Eye Budget

  • Upgrade to Combo package

BUSINESS ANALYSIS

  • Utilize Our Business Checklist

  • Work with Business Owner Only or

  • Interview and Observe the Team

  • Analysis Provided with Plan

  • In-Office or Online Service

  • Upgrade to Management Consulting

CONSULTING

Our consulting services are beneficial for those who are not ready for the combo service or if one already has a Bookkeeper.

GETTING

STARTED

• Get Help Starting Your Business

• Learn What Key Things To Do

• Minimize the Confusion

• Work with a Professional

• Handle the Overwhelm

ONE-MAN 

BAND

• Handle Procrastination

• Feel Less Overwhelmed

• Focus on To-Do's Together

• Weekly Calls to Stay on Track

• Designed Plan to Next Level

OWNER

WITH STAFF

• One Man Band Bullets PLUS

• Plus Oversee Your Bookkeeper

• Includes Corresponding with Staff

• Consulting Plans for Business

• Tips & Tricks for a Growing Business

COMBO SERVICES

Our Combo Services combine Consulting and Bookkeeping.

MONTHLY COMBO

  • Basic Bookkeeping PLUS

  • Birds Eye Budget Expanded

  • Discuss Birds Eye Budget

  • 1-HR Consulting Call (monthly)

  • Add-On Invoicing + Pay Bills

  • Solutions + Resources Provided

  • Good for Accountability to Goals

30m-WEEKLY

COMBO

  • Basic Bookkeeping PLUS

  • Payroll coordination

  • Invoicing + Pay Bills

  • Weekly Calls

  • Weekly Solutions Discussed

  • Weekly Collections Discussed

  • Quarterly Expense Planning

  • Monthly: Review of Birds Eye Budget

  • Monthly: Birds Eye Budget Expanded

  • Monthly: Review of Debt Tracker

  • Good Weekly Accountability to Goals

  • Good Weekly Executive Coaching

60m-Weekly Combo

  • Basic Bookkeeping PLUS

  • Weekly Calls

  • Weekly Solutions Discussed

  • Weekly Collections Discussed

  • Weekly Review of Bills (if applicable)

  • Weekly or Monthly: Expense Planning

  • Monthly: Review of Birds Eye Budget

  • Monthly: Review of Debt Tracker

  • Annual Detailed Report

  • Discounts on Organizing Services

  • Good weekly accountability to goals

  • Good for weekly challenges

  • Good for ideas to increase income

ORGANIZING

Key services we offer because they disclose so many red flags. Once these are detected and handled, your business has a foundation to expand from and the ability to increase income and profit.

CLEAN-UP QUICKBOOKS

• Fix Chart of Accounts

• Fix Registers & Reconcile

• Fix Billable & Payable

• Fix Any Other Problems

• Usually Out of Date for Months

• Discover Financial Red Flags

OWNER ORGANIZING 

• In-Office or Online Service

• Get Systems Implemented

• Customized Organizing

• Create Efficient Strategies

• Improve Time Management

• (For Owner Only)

MANAGEMENT CONSULTING

For Businesses with Staff

• In-Office or Online Service

• We Take Over Temporarily

• We Implement Customized Systems

• We Work Directly with Staff

• We Get It Done and Save You Time

CALL US

Tel: 727-460-7147 | USA

EMAIL US

HOURS OPEN

Mon - Fri: 8am - 4pm (EST)

DON'T MISS OUT!

Join us for Short-Cut Secrets, Tips To Try and New Releases!

OUR SERVICES

- Introductory

- Organizing

- Bookkeeping

- Consulting

- Online Courses (Coming Soon)

FIND US

Due to travel and collaborations, we are often in other locations. Established in Clearwater Florida. Find and connect with us online!

  • Facebook
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  • Instagram
  • LinkedIn

© 2020 by Jenny Says Inc.