Finance and HR
Bookkeeping & Finance
Invoicing, expense logging, basic reconciliation and simple summaries. (Non-licensed)
$199
One month, up to 100 transactions
Budget Spreadsheet Set-up
A simple budget workbook with income, costs, monthly totals and a short how-to.
What we need from youYour income and cost categories.
What you receiveA working budget spreadsheet.
Overview
A simple budget workbook with income, costs, monthly totals and a short how-to.
This is record-keeping and administrative support. It is not accounting, tax, legal or financial advice and is not provided by a licensed professional.
Who it is for
Owners planning the year.
What is included
- One workbook
- Monthly totals and variance
- Short how-to
Typical uses
- An annual budget
- A project budget
How it works
- Order and send your documents by the secure method we agree.
- We confirm what we received and anything missing.
- We complete the work.
- We send the finished files and answer your questions about them.
Your information
Financial and applicant information is used only for this work. Please share it by the secure method we agree with you.
Summary
| Service | Budget Spreadsheet Set-up |
|---|---|
| Price | $59.00 USD, one-time payment (one budget workbook) |
| Timing | Work starts within 2 business days of payment. Usually ready within 4 business days. |
| Delivery | By email, as described above. Delivery policy |
| Refunds | Within 14 days of payment. Refund policy |
| Support | By email or telephone. Contact details |
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