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What We Can Do For Your Business
What We Can Do For Your Business
You deserve more than spreadsheets and stress. Whitehall Financials provides simple, transparent bookkeeping and financial services designed for small business owners. We handle the numbers so you can focus on the parts of your business you love most.
You deserve more than spreadsheets and stress. Whitehall Financials provides simple, transparent bookkeeping and financial services designed for small business owners. We handle the numbers so you can focus on the parts of your business you love most.
We offer several packages that best fit your needs. Whether you’re just starting out or scaling up, we've got you covered.
We offer several packages that best fit your needs. Whether you’re just starting out or scaling up, we've got you covered.
Bookkeeping ("Essential")
Bookkeeping ("Essential")
Our package designed to provide peace of mind. Perfect for freelancers, consultants, and solo business owners who just need someone to handle the books.
Our package designed to provide peace of mind. Perfect for freelancers, consultants, and solo business owners who just need someone to handle the books.
What’s Included:
What’s Included:
• Transaction recording of all income and expenses
• Transaction recording of all income and expenses
• Bank and credit card reconciliations
• Bank and credit card reconciliations
• Monthly financial statements (Profit & Loss, Balance Sheet)
• Monthly financial statements (Profit & Loss, Balance Sheet)
• Email support for bookkeeping questions
• Email support for bookkeeping questions
Business Operations Support and Financial Analysis ("Plus")
Business Operations Support and Financial Analysis ("Plus")
Built for growing small businesses ready to streamline operations and understand their numbers.
Built for growing small businesses ready to streamline operations and understand their numbers.
We tailor these services to meet your specific needs:
We tailor these services to meet your specific needs:
• Accounts Payable Management: Entering bills, tracking due dates, and processing payments
• Accounts Payable Management: Entering bills, tracking due dates, and processing payments
• Accounts Receivable Management: Invoicing clients, tracking payments, and sending reminders
• Accounts Receivable Management: Invoicing clients, tracking payments, and sending reminders
• Payroll Processing: Managing employee pay
• Payroll Processing: Managing employee pay
• Financial reporting and analysis including custom management reports and key performance indicators
• Financial reporting and analysis including custom management reports and key performance indicators
• Tax Preparation Support including year-end reporting that is CPA-ready
• Tax Preparation Support including year-end reporting that is CPA-ready
Growth and Advisory Services ("As Needed")
Growth and Advisory Services ("As Needed")
Enhance any package with optional upgrades:
Enhance any package with optional upgrades:
• QuickBooks Online setup and training
• QuickBooks Online setup and training
• Financial Cleanup / Catch-Up Bookkeeping
• Financial Cleanup / Catch-Up Bookkeeping
• New Business Financial Setup (helping startups get organized)
• New Business Financial Setup (helping startups get organized)
• Monthly or Quarterly Business Reviews
• Monthly or Quarterly Business Reviews
• Audit Preparation Assistance
• Audit Preparation Assistance
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