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What could you do if we can free your time from managing the books?

What could you do if we can free your time from managing the books?

  • "I can build my business."

  • "I can focus on my strengths!"

  • "I can finally be with my family."

  • "I could relax a bit more."

GET YOUR FREE CONSULTATION
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Running a business is hard.

As a small business, you are at a huge disadvantage trying to keep your books in order. You don't have the time, resources, or even the know-how of what to do with keeping your books in order. You know it need to get done, and you know it needs to be done right.

You have a lot to get done with little time to do it.

With all of your responsibilities that are on your shoulders, you're constantly faced with making decisions, answering to your team, clients, and managing the day-to-day operations of your company. Managing the books is the last thing on your mind, and you know it needs to get done. 

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So, if managing the books makes you feel...

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Stressed
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Frustrated
business woman stressed out
Confused
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Over-worked
business woman stressed out
Anxious
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Burnt-out

...it may be time for you to...

Partner with a Trusted and Certified Consultant

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With the Bookkeeping Doctor handling your financials, you can break free from the chains of managing your finances while knowing your books are in good hands with professional, certified, financial help.

Quickbooks Certified ProAdvisor
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Testimonials

What some of our clients have to say...

Molidor-Customer-Builder's-Logo

"Jessa was extremely confident and capable of handling all of our bookkeeping needs. I always could count on her to figure things out for me. I would highly recommend using her!"

Molidor Custom Builders, Inc & Upkeepers, Inc
Mr-Tidy-Up-Cleaning-Services-Logo

"Jessa does an amazing job explaining every detail of her services. She is always a phone call away. I highly recommend her as she allows you to focus on your business while she takes care of the books."

Mr. Tidyup
Cleaning Services
Clark-Chiropractic-Logo

"Jessa does a fantastic job! She is always available to answer any questions I have in a timely manner. She explains everything very well, making the complicated easy to understand and making her very easy to work with. She really takes a lot of pressure off of my plate, allowing me to do what I love and grow my business. I can't recommend her highly enough! She's great!"

Clark Chiropractic
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"I could not run my big business without Jessa and her expertise! Very accountable and resourceful. Sharing strategies and providing ways to have an even more profitable business."

Ezrx

Ready to Know More?

STEP I

Identify the level of business you fit in.

We realize not every organization wants or needs the same thing. Some organizations need us to show them the numbers. Others want us to help them understand what the numbers mean. And yet other organizations need CFO-like services to help them get to the next level of growth. Knowing yourself is imperative for us to effectively help you with where you are at.  

Level I

Show Me the Numbers

"I just need someone else to help manage the books so I can focus more on my business."

If you're looking to offload your bookkeeping to focus more on developing operations and sales, you may be a level 1 business with BKD. We will handle your Quickbooks, reconcile accounts, and show you how your business is doing financially.

Level II

Help Me Know the Numbers

"I have way too much on my plate and need help understanding and consistently managing the books."

Gain traction and peace of mind entrusting your books to a qualified financial team - not just to someone who is willing to help. Our monthly calls will help you develop a better understanding of what the financials mean inside your business.

Level III

Help Me Grow the Numbers

"We need a financial expert to guide us in making better decisions based on our numbers."

Drive your business forward by having a financial expert and team working on your financials. Monthly calls with a virtual CFO who is managing the books, creating budgets, and forecasting your numbers allows you to eliminate the fog and move with confidence.

STEP II

Understand What We Can Offer You

Below are lists of some of the services that we provide to our partners. As each of our businesses have their own need, we are more than able to customize what we offer and the frequency in which we offer it.

Bookkeeping

  • Monthly Quickbooks Online Subscription
  • Record Daily Transactions
  • Depreciation & Prepaid Schedules
  • Payroll Journal Entries
  • Loan, Bank, & Credit Card Account Reconciliation
  • Provide Financial Statements

    (Balance Sheet, Income Statement & Cash Flow Statements)

  • Year-end Tax Submission

    (with support for your Tax accountant)

CFO Services

  • Monthly Calls to inform, educate, and advise
  • Budgeting to help set benchmarks and meet goals
  • Forecasting to adjust for changes as you grow
  • Profitability Analysis to determine proper gains
  • Cash Flow Management
  • Key Performance Indicators (KPIs)
  • Customized Reporting

    (based on industry and need)

Bookkeeping Plus

  • Bookkeeping Services
  • Customized CFO Services
  • Selective Add-On Services
  • Higher Acute Attention to Your Books
  • Adjustable Frequency in Comms

Optional Add-On Services

Customize your package with add ons based on your specific needs

Weekly Bookkeeping

Need your books done more often than monthly? Add on this service for weekly reconciliations of your business transactions.

1099-misc Filings

We'll work with you to help document all of your sub-contractors and submit 1099 form to the IRS in a timely manner. 

Accounts Receivable

Tired of sending invoices to clients? Have us prepare all of your invoices and receive payments for you with this add-on feature.

Catch-up/Clean-Up

Whether you're behind on your bookkeeping or need a completed overhaul, we can get you up-to-date for you tax submission. 

QBO Subscription

Take advantage of our discounted pricing from QuickBooks Online. You need this software for bookkeeping so be sure and get it at a better price than you will find anywhere online.

QBO Training Set Up

Let us help you set up QuickBooks Online account specific to your business (ie: Invoices, Company information, Chart of Accounts, Reporting etc).

Accounts Payable

Tired of paying all the bills for the business each month? We can take that off your hands. We will receive your invoices, and make all payments for you with this add-on feature.

Payroll Services

Need help with running payroll and filing your returns? We’ll help you get set up and ensure quarterly and annual filings are done timely and accurately. $6 per employee charge applies. 

STEP III

Schedule A Time To Meet

As the Bookkeeping Doctor, we deliver peace of mind to business owners of all industries. With a financial health expert by your side, you can gain insight into the story behind your numbers giving you the confidence to make wise decisions to grow your business.

headshot of Jessa Varghese

Jessa Varghese, MBA

Owner & CEO

"As the founder of Bookkeeping Doctor, my heart is to make your life easier. It is truly a joy to use my skills and expertise in helping you grow and build your business. By partnering as your virtual CFO and handling the financial side of your business, I can help you gain back more time at business and at home...while having fun all at the same time!"