NORTH COUNTY SAN DIEGO / REMOTE LOCATIONS

monique@bestcoastbooks.com

monique@bestcoastbooks.com

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  • Home
  • Services
  • Contact Me
  • MORE
    • About Me
    • Statement
    • Fan Club
    • Referrals

LIFE HACK FOR YOUR FINANCES

LIFE HACK FOR YOUR FINANCESLIFE HACK FOR YOUR FINANCESLIFE HACK FOR YOUR FINANCES

BEST COAST CONSULTING

BEST COAST CONSULTINGBEST COAST CONSULTING

SERVICES

CONSULTATION

CONSULTATION

CONSULTATION

RATE : FREE

As a potential new client, we’ll discuss all your needs, wants and options to find a plan that works the best for you! Includes:


  • Evaluate needs, goals & anticipated workload
  • Review QuickBooks subscription options, add-ons & rates
  • Discuss your budget & Best Coast services
  • A followup estimate of monthly hours expected

BASICS

CONSULTATION

CONSULTATION

RATE : HOURLY/RETAINER OPTIONS

Daily/Weekly/Monthly data entry & basic month end reconciliations. Includes:


  • Receivables & payables
  • Receipts, disbursements & banking
  • Credit card transaction management
  • Full chart of accounts & bank monthly reconciliations

GROWING

CONSULTATION

GROWING

RATE :  HOURLY/RETAINER OPTIONS 

Basics package + reporting, general H.R. & operations assistance. Includes:


  • Standard period financial package including Profit & Loss, Balance Sheet, Statement of Cash Flow 
  • Payroll processing
  • Tax tracking,  reporting and processing for payroll & local/state sales & use taxes 
  • Inventory tracking, purchase order management, & periodic reconciliations
  • Year end 1099 processing
  • Assistance with preparation for year end tax return(s) and/or audits(s)

FULL

MAID SERVICE

GROWING

RATE :  HOURLY/RETAINER OPTIONS 

Growing package + budget forecasting, project management, detailed analytics & consulting. Includes:

  

  • Annual forecasting with period comparison reporting
  • Detailed analytical reporting
  • Consultation & procedural implementation for divisions (i.e. finances, operations, H.R., customer service)
  • Extended financial package including management reports, applicable custom reports & written summary
  • Project organization & management
  • Insurance plan management 
  • Contract & legal supervision
  • Compliance & standards execution including all necessary corporate filings
  • Cost, margin & price analysis
  • Ad hoc assignments as needed

MAID SERVICE

MAID SERVICE

MAID SERVICE

RATE : FLAT FEE

One time cleanup, reorg & data review of existing books. Includes:


  • Retroactive data entry
  • Review & organize chart of accounts
  • Full chart of accounts reconciliations
  • Set up custom memorized reports
  • Establish process solutions
  • Coach client on workflow methods & navigation for independent software management 

ADD-ONS

MAID SERVICE

MAID SERVICE

RATE : FLAT FEE

Those extra things that “someone” needs to get done. Includes:


  • New business registrations & filings
  • QuickBooks Desktop to Online or conversion from other software
  • New QuickBooks file complete set up


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