Main Course Service Package

This package is for the food business owner that has been in business from 2-4 years and wants to collaborate with their bookkeeper to ensure profits are maximized.  We work together with getting their Accounts Receivable & Accounts Payable all set up and flowing smoothly & we dive deeper in their financial statements on a monthly basis ensuring you know your numbers to make the best decisions for your business.

For the business owner who has business experience but is ready for a bookkeeping partnership so you can make the best financial decisions.

What’s included:

  • Reconciling all bank, credit card & Loan accounts *up to 3 accounts or a total of 150 transactions

  • Setup and Modify Chart of Accounts for Management Needs

  • Accrual Basis Reports for Management

  • Entry of Cash-based or non-bank ledgers

  • Monthly 30-minute call

  • Monthly 20-minute video & a PDF Copy of Financial Statement Review (Balance Sheet, Profit & Loss Statement & Statement of Cash Flows) and A Business Health Report

  • Monthly Review of Intercompany Loans

  • Accounts Receivable Management

  • Accounts Payable Management

Additional Services

• Monthly Review of Inventory Value

• Process & Manage Payroll

• Process & Manage Sales Tax

• Forecasting, Budgeting & Strategic Planning

Service Delivery & Results Options

Terms: You choose the date for payment OR Automatically paid at the 1st of the month with credit card/checking account on file with 5% DISCOUNT

Bookkeeping Team Access Level: Unlimited Email & Texts; Monthly 30 minute call

Completion/Delivery Date: By the 20th of the following month

Response Time: 2 Business Days response time via email or phone

Special Projects/Out of Scope Requests: On an hourly basis

I thought bookkeeping was something that I can handle but being in the military, having a daughter and running my business is definitely a lot to handle. Bookkeeping with Dolly is the best choice I ever made.

“I met Dolly through Hope & Main, which is a Non-Profit for food related businesses. We are a meal prep and catering business where we do pop-up markets. We specialize in healthy Asian Cuisine. Dolly sent out an email to Hope & Main participants to donate to her first grand opening to launch her business and I responded to her email. I replied to her email because I know how difficult it is to launch a business & no one knows who you are, especially when you're asking for a donation. No one's really paying attention to you. Dolly is a life saver. So I work full time for the Air Force and Dolly is on my six all the time. I text her, I call her - she send me emails but I don't respond to them and she will follow up with a text where I would text her back saying that I'll answer her email shortly. She's always had my back and she's never let me down. In the beginning, I thought bookkeeping was something that I can handle but being in the military, having a daughter and running my business is definitely a lot to handle. Bookkeeping with Dolly is the best choice I ever made.”

MinyMeals