Manage the Moola Packages
As a solopreneur, you are the CEO, President, Chief Marketer and, to boot, the bookkeeper too!
Most people do not enjoy the tedium that comes with managing the books and thus tend to neglect that chore until it is tax time! And when that happens, you wind up having a massive and time-consuming project on your hands.
It doesn’t have to be that way. We offer over 20 years of experience in accounting and controllership of corporations with high-fiduciary requirements.
Manage the Moola Deluxe
This package is for those entrepreneurs who are ready to rely on a trusted and secure resource to assist them with their bookkeeping and basic accounting needs.
This package includes:
- Enter unlimited transactions
- Reconcile two savings/checking accounts
- Reconcile 1 PayPal account
- Reconcile two credit card accounts
- Pay vendor invoices using online banking
- Create and send client invoices
- Prepare monthly reports: reconciliation, balance sheet, profit & loss, sales, cash flow
- Prepare custom reports as needed
- Prepare quarterly and yearly reports
- Prepare taxable year reports for your tax preparer
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Manage the Moola Grand
This package is for those entrepreneurs who are ready to rely on a trusted and secure resource to assist them with their bookkeeping and
basic accounting needs.
This package includes:
- Enter up to 250[1] transactions
- Reconcile two savings/checking accounts
- Reconcile 1 PayPal account
- Reconcile two credit card accounts
- Pay vendor invoices using online banking
- Create and send client invoices
- Prepare monthly reports: reconciliation, balance sheet, profit & loss, sales, cash flow
- Prepare taxable year reports for your tax preparer
Are you ready?
Are you ready to free yourself from the drudgery of keeping the books yourself? If you are, make an OBM Discovery Session appointment right now.
[1] A transaction refers to a single check, credit card charge, customer invoice, vendor invoice payment or cash expense.
