Associate Bookkeeping

Same great service and expertise as working 1:1 with Katelyn, but with more flexibility for smaller budgets. So what’s the bottom line - what does it mean for you and your biz?

As a client of The Freelance CFO, your bookkeeping is handled on a monthly basis and your business and personal taxes are filed annually. A trained Freelance CFO bookkeeper handles all of your weekly and monthly bookkeeping needs and is your primary point of contact. You have a group chat via Voxer with your bookkeeping team member. Any transactions that come up or questions that need answering are either sent via Voxer or email. Monthly financial reports are sent your way with any relevant comments and feedback included.

Ready to say a big “hello” to making your business finances stress free? I thought so. We’re excited to help take bookkeeping and taxes off your plate

(and know you have 17 other things to juggle).

Choose a package below to get started with bookkeeping services now!

Bookkeeping Plans for your Business

Associate Bookkeeping Plan

Hubdoc subscription (this securely houses all of your receipts and bank statements)
Top to bottom bookkeeping
Includes creation and filing of 1099s (up to 5/year) $20 per 1099 after 5
Includes receipt archiving and matching (to audit proof your business)
Includes Xero maintenance, but does not include any monthly fees
Quarterly and annual tax preparation services/calculations
Accountant-in-your-pocket (Voxer) communications for questions on the go!

*If you’re needing your bookkeeping to be caught up, additional months are billed at $150/month

This package is perfect if you’re a:

Sole proprietor
Single member LLC
Not a registered business (yet)

GET STARTED NOW!

S-Corp Associate Bookkeeping Plan

Hubdoc subscription (this securely houses all of your receipts and bank statements)
Top to bottom bookkeeping
Includes creation and filing of 1099s (up to 5/year) $20 per 1099 after 5
Includes receipt archiving and matching (to audit proof your business)
Includes Xero maintenance, but does not include any monthly fees
Quarterly and annual tax preparation services/calculations
Accountant-in-your-pocket (Voxer) communications for questions on the go!
S-Corp Business returns in addition to your personal returns
Payroll troubleshooting / management / setup
Quarterly salary analysis

*If you’re needing your bookkeeping to be caught up, additional months are billed at $150/month

GET STARTED NOW!

Bookkeeping contracts are on a 12-month contract plan, with a 3-month trial period, so we can make sure we’re both a great fit for one another!

Have questions before you take the leap? Email money@thefreelancecfo.biz!

Do you need your payroll setup, accounting software cleaned up (or setup), or something else?

Email money@thefreelancecfo.biz for add-on options and pricing!

Hi! I’m Katelyn Magnuson, founder and CEO of The Freelance CFO, LLC, believes we’re all capable of reaching long-term financial goals without having to skip your daily latte. In November of 2017, she took her decade of experience as a tax analyst and controller and launched what is now known as The Freelance CFO, with the goal of helping millennials (and beyond) master their money knowledge and grow their financial freedom. Through her training, social media presence, and sought-after one-on-one coaching, she empowers individuals and small businesses alike to utilize personal money management to “create the life of their dreams with businesses that not only support their goals and generate profit, but are also fun.” She believes releasing financial shame and frustration is the first step towards a lifetime of success. When she’s not keeping in touch with her bookkeeping clients, or being featured on OppsLoan, Thrive Global, Betches, and countless other podcasts, she enjoys planning spontaneous trips to Iceland and hanging out with her chickens. Her greatest weakness are her T-rex thumbs as she constantly drops things.