Bookkeeping & Budget Coaching Services

Below you will find a sampling of the services Systems by Ellen provides. We work in QuickBooks Online (and are adding Xero!) for bookkeeping and YNAB for budgeting and cash flow management coaching. Ellen only offers YNAB coaching to business owners, but she supports them with both their business and personal finances.

Bookkeeping prices start at $365 per month; our current average monthly client price is $500 per month. Your actual price is completely customized based on volume, complexity, and your specific needs. Budget coaching starts at $125 per hour, with packages available at a reduced per-hour price. Ellen also offers a done-for-you customized business budget set-up. Please schedule a call with Ellen to discuss your needs and see how Systems by Ellen can support you!

Monthly Bookkeeping Services

The basic monthly bookkeeping package includes:

  • Your transactions will be accurately categorized.

  • Your accounts will all be reconciled.

  • Your monthly financial reports will be uploaded into our client portal in a timely manner, allowing you to spot trends and make smart business decisions.

  • We will support & assist you in sending 1099s to contractors in January (you will pay any filing fees).

  • We will provide a complete “tax package” for you to give to your CPA at tax time.

Add-on options include receipt management (attaching receipts to transactions in your accounting software), invoicing (A/R), bill payment (A/P), payroll support (we do not offer actual payroll services), benchmarking, cash management coaching, and a monthly video meeting with Ellen. Schedule a call to determine what the perfect bookkeeping solution for your needs would look like.

Standalone Bookkeeping Services

The following services are available as standalone projects:

  • Diagnostic Review to determine the state of your bookkeeping file (includes a complete report for you with our findings plus a quote for us to clean up your books for you and ongoing monthly bookkeeping)

  • Setting up a QuickBooks Online file for a new business

  • Setting up a QuickBooks Online file for an existing business who has been using another bookkeeping system

  • Cleaning and/or catching up an existing QuickBooks Online file that has been neglected or mishandled

Budgeting and Cash Flow Management

Ellen is a certified YNAB Coach and offers coaching to business owners around both business and household finances using the YNAB (You Need a Budget) method and software. The YNAB method is a fantastic way to manage your cash flow in both your business and personal budgets. The method helps you plan your spending to be in alignment with your priorities.

Budget coaching covers teaching the YNAB method, a customized budget setup (you choose between done-for-you or we build it together), coaching and support around following Mike Michalowicz’s Profit First method of cash management, a debt paydown plan (if needed), training on the software, and ongoing accountability and support.

Coaching starts at $125 per hour, and a $109 yearly subscription to the YNAB budgeting software is required.

GREAT GIFT IDEA FOR COLLEGE STUDENTS: YNAB is free for one year for college students, and Ellen offers a YNAB for College Students/Young Adults coaching package for $225. This makes a wonderful graduation or holiday gift for the young adult in your life! Use the Contact Ellen button to learn more or email support@systemsbyellen.com to let us know you’d like to purchase this package.

Your Next Steps:

If you would like to chat with Ellen to learn how Systems by Ellen can help you, use the “Contact Ellen” button at the top or bottom of this page. You will be asked to share some basic information with us so that Ellen can prepare for your call, and then you will be directed to a link to schedule a time on Ellen’s calendar that works for you.

During the meeting, Ellen will ask you some questions to learn more about your business and financial goals so she can see how we might be able to serve you. If you are a business with a QuickBooks Online account, she will ask for accountant access to your file so that she can more accurately assess your exact bookkeeping needs. If you know your books are not in great shape, she will suggest a paid Diagnostic Review to provide you with a list of what needs to be cleaned up and a quote for what we would charge to perform the cleanup or catch-up.

Then, if you would like, Ellen will create and send a proposal to you that outlines the services that make the most sense for you based on information we discuss on the call and her “peek under the hood” of your bookkeeping file. You will then decide whether or not to move forward and work together.