MAX SERVICES

Life should be enjoyed, let me help you find the time and money for those enjoyable moments.

Packages

Our packages and monthly bookkeeping services let you get back to the parts of your business you love. 

 

  • By giving you more time to work on your business.

  • By tracking your money monthly, giving you the monthly financial picture.

  • By giving you a team member who is at your fingertips and ready to answer your questions with email and a once a month review call.

 

The MAX

 

Packages starting at $300/month

 

  • Free Account setup

  • Monthly Accounting software subscription - QBO or Xero

  • Monthly Hubdoc.com subscription - cloud document management

  • 2 Account Reconcilations and transaction entry (75 transactions) - checking, savings, credit cards

  • Personilized monthly reports - Income Statement, Balance Sheet, Cash Flow

  • Quarterly MAX session - quarterly review, month comparison reviews, solution steps for increasing profits and savings

  • Unlimited Email support

  • Monthly call (video or phone) - 1 hour

  • Referral discount 

 

The DIY MAX* (if you want to do your own books)

 

Packages starting at $300

 

  • Business set-up in Xero or QBO accounting software 

  • One month subscription to accounting software

  • Unlimited email support for 30 days

 

*Account clean-up prior to account set-up is addtional 

 

MAX's helper

 

Packages starting at $75/month

  • A La Cart - create your own

  • Unlimited Email support

  • Quarterly accuracy check

 

 

Stand alone and add on services
Interested in working together?
Schedule a Free 30-minute consultation
 
I do not share personal or financial information, but if you require a Non-Disclosure Agreement please email to wendymaxwell@bookingtothemax.com
 
Please fill out this form, in preparation for our consultation be as thorough as possible.
 
We are here to assist you and look forward to working with you soon

Consultation required for price quotes

 

Additional Bank Accounts - The MAX package required

Additional transactions - The MAX package required

Custom reporting

Budgeting 

Accounts Payable 

Accounts Receivable

Account Clean up 

Business Set-up

Software training - Xero , QBO, Hubdoc, Bill.com