HELM is a simple solution

for comprehensive bookkeeping services and financial education. We are dedicated to managing your day-to-day bookkeeping tasks efficiently and accurately, which allows you to focus on what matters most:

THE PERFECT MATCH.

HOW IT WORKS

01. GET READY

HELM WILL SET UP YOUR QUICKBOOKS TO OPTIMIZE YOUR PRODUCTIVITY AND ASSURE YOU ARE TAKING THE MAXIMUM ADVANTAGE OF TAX DEDUCTIONS.

If you are already utilizing QuickBooks, you might require a "clean up" to realign your finances. Our experienced bookkeepers are well equipped to handle any problem, and we have QuickBooks Pro Advisors who can efficiently sort through any disorganization and get you back on track.

02. GET SET

ORGANIZATION + SYNCING

HELM will ensure your accounts are synced with Quickbooks and will start handling your weekly transactions from your accounts such as coding your income and expenses.

03. GET GROWING

EACH MONTH HELM WILL DELIVER YOUR TWO MOST IMPORTANT BUSINESS STATEMENTS: YOUR PROFIT AND LOSS (P&L) REPORT + YOUR BALANCE SHEET.

Along with these statements, there will be a personalized video analyzing what changes have occurred over the previous month and any suggestions for improvement so you can make the best decisions for your agency’s financial health.

Included in our monthly fee are:

Weekly Bookkeeping to assure expenses and income transactions are coded correctly

Monthly reconciliation of up to two accounts

P&L Report and Balance Sheet at the end of each monthly cycle
Explanation of changes, trends, or suggestions of areas to focus on

Video library and training hub to teach financial basics, budgeting, and more
HELM clients receive a 30% discount off their first year with QuickBooks

Pricing

  • Weekly bookkeeping to ensure accurate coding of expenses and income transactions

  • Monthly reconciliation of up to two accounts

  • P&L (Profit and Loss) and Balance Sheet Reports at the end of each monthly cycle

  • We provide explanations of any changes, trends, or suggestions on areas to focus on

  • Access to our video library and training hub where you can learn financial basics, budgeting, and more

monthly RATE : $297

Available by Proposal

  • Invoicing

  • Payroll

  • Bill pay (A/P)

Come aboard and experience the difference that HELM can make in your agency's financial journey.