Wisteria Co.
Work with Us
Fill-out to receive a FREE Consultation & Risk Analysis
BASIC BOOKKEEPING
Month to Month - No Commitment!
Ideal for new businesses seeking day to day support
-
Monthly Reconciliations
-
File Management
-
Grant Monitoring Tools
ESSENTIAL
SERVICES
BOOKKEEPING PLUS+
Minimum 6 Month Commitment
Ideal for expanding businesses seeking support.
-
Including Basic Bookkeeping Package
-
Accounts Payable/Receivable Management
-
Standard Financial Analysis Reports
Grow Your Vision
BOOKKEEPING & ANALYSIS
Ideal for small businesses seeking investors
-
Budget v Actual and Custom Dashboards
-
Personal Financial tools and coaching
-
Unlimited Meetings, Calls & Support
PREMIUM
SERVICES
ONE-TIME SERVICES
Ideal for expanding businesses seeking support
-
Historical Clean Up/Catch Up
-
1099 Prep and Filing
-
Additional Tax Services
-
Administrative Start up Support
Its Never Too Early or Late to Improve the Health of Your Wellness Business.
Engagement of Services
Wisteria Co. works with a limited number of clients to ensure each engagement receives focused attention and high-quality support. To maintain this standard, all prospective clients are asked to complete the Engagement of Services form prior to scheduling a consultation.
This form helps assess your current financial systems, business goals, and support needs so I can determine whether my services are the right fit for your organization. It also allows me to prepare for our initial conversation with relevant context and recommendations.
Completion of the Engagement of Services form is required for access to premium consulting and ongoing bookkeeping services.
Helvetica Light is an easy-to-read font, with tall and narrow letters, that works well on almost every site.