If you're feeling swamped with monthly bookkeeping and struggling to keep your books in order, we're here to help. At Volk Accounting, our team specializes in managing your finances so you can focus on doing what you love most – running your business. Don't let your books freak you out – let us handle it for you.
The most important part is she communicates which is why we are so happy with them. Thankful for the level of service they provide. Worth every penny!"
vlade, US Retrofit Solutions
"We are so thankful for Marina, accounting is the bane of my existence and they do an amazing job of keeping our books up to date.
Alex, Cutting Edge Services
"Marina is incredible! She cleaned up our QB that we were extremely behind on and has truly gave us a fresh start on our accounting.
Marina answers every call, text & email with care and knowledge. We no longer stress about taxes or our numbers now that we have Marina alongside us. We highly recommend Volk Accounting for all your accounting & bookkeeping needs."
Madison, Madison Mortgage
"I cannot say enough about Marina's professionalism, promptness, and efficiently. Before Marina, my books and managing them was a huge stressor.
Marina gave me PEACE and CONFIDENCE my finances are taken care of. As a business owner do yourself the favor and let Marina take care of you."
We might be the perfect fit if...
You've been stressing about your business finances, taxes, and are ready for help.
You're ready for tax season to feel like a (hands off!) walk in the park!
You want to see a clear picture of your income, expenses, and profits.
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THIS IS FOR YOU IF...
- You have annual earnings of over $60K
- You want to know how much money you’re spending/receiving on a monthly basis so you can make adjustments in your business that will lead growth
- You need a financial guru in your pocket that you can plan with and use as a resource and guide for your business decisions
WHAT'S INCLUDED
- Organized and up-to-date bookkeeping on a monthly basis
- Monthly Account reconciliations to ensure your books are error free
- Clean and simple reports sent to your inbox
- Quarterly Strategic planning meeting
- Email & Phone support for any questions you have throughout the month
Starting at $450 / month
THIS IS FOR YOU IF...
- You have annual earnings of over $200K
- You want to go beyond the bookkeeping, taking a deeper dive into the numbers and using them to make strategic decisions that will take your business to the next level.
WHAT'S INCLUDED:
-Everything in the Accounting package plus...
- Annual budget creation
- Cash Flow forecast planning meeting
- Monthly video walkthrough of your financial reports
- Quarterly 1:1 CFO calls to review your budget to actuals / update your forecast
- Monthly or Quarterly CFO Calls
- Accounts Payable Management & 1099 Filings
- Federal Income Tax Estimation
- IRS Notice & Audit Support
- Payroll Services Add on
Starting at $1200/month
Essentially, a monthly CFO is a part-time financial expert who provides strategic financial guidance to businesses. They handle crucial financial tasks such as budgeting, forecasting, financial reporting, and in-depth analysis. Instead of committing to a full-time position, they offer their expertise on a more flexible basis.
THIS IS FOR YOU IF...
- You haven’t done any of the bookkeeping for the year and are ready to take it off your to-do list (you need a catch up)
- OR you created a Quickbooks account and tried to DIY it but it’s gotten messy (you need a clean up)
WHAT'S INCLUDED:
- Quickbooks account setup (if needed)
- Categorized/organized transactions
- Reconciled accounts
- Reports sent to your inbox
Starting at $250 / month of clean up
2-WEEK TIMELINE
- **QuickBooks clean ups require a $100 review in order to send a project price. The fee is non-refundable but will be applied to your project invoice if the proposal is accepted.*
THE PROCESS
Free Clarity Call
Kickoff Call
We start with learning all about your business. I love hearing all the details! You’ll share about the kind of help and support you’re looking for and I’ll let you know which service I think best fits your needs. Overall, we’ll make sure we’re a good fit!
Once we decide to make it official, we’ll schedule a kickoff call. This is when we get all your systems connected, get access to the platforms we need, and make sure your payment processors are all set up.
Let's Get to it
The best part! We manage everything and share simple reports at the end of each month. The first month or two, we’ll also jump on a call to answer your questions, explain the reports, and make sure you understand exactly what’s happening.
Got Questions?
We're here to help! Take a look at our FAQ below or feel free to reach out to us via the contact page!
Simple!It allows you to focus on the parts of your business that bring you money, that you love, and truly lets you be the visionary of your business.We make sure you're up to date on your numbers and give you snapshots, highlights, and insights as to how your business is doing.You will be empowered and *excited* to get these reports as you strive to beat your own profit goals and continue to improve your business.
No, you don't. We understand this isn't your forte, and we take it off your hands.Part of our on-boarding process is to get you set up with clean books from either the first day of business or the first day of the current year, whichever you prefer.This is a new client incentive and is discounted.We understand this is part of the process and are here to help.
Once your books have been set up, we maintain them monthly.A bookkeeper will be assigned to your account. After the month ends, she will pull your reports and categorize your transactions. You will receive one e-mail of questions/clarifications where needed and once those questions are answered you'll receive your report with highlights of what the numbers are telling you. You will have your books by the 15th of the month, if not sooner.
Our base quarterly packages start at $300 a month and vary based on your complexities and needs.When we work together to implement good systems that allow us to deliver high quality, accurate data, most of our clients fall into this minimum.If you need your books caught up, there will be a one-time set up fee.You are billed on a monthly auto-pay subscription and we accept PayPal or Stripe (credit cards).