21st Century Services

For Small Businesses

bookkeeping services we offer

The Lacey Plan

Financial Advising

Our Clients feel safe and secure in knowing they are building their business in the right direction.

The financial advising service takes the guess work out financial planning by following a simple, six-step process.

  • First, we sit down with you to establish what your personal and professional goals are, both in the coming year and over the next five years.

  • We work with you to set targets that, when achieved, will indicate those goals have been reached.

  • Every month, we analyze your financial reports to create a forecast of where your business is headed, based on your actual monthly data.

  • We then generate a simple scoreboard that shows how your business is trending towards your overall goals.

  • We brainstorm together to determine objectives that will have the quickest effect on the continued success of your business.

  • We devise a clear action plan of what you need to do in the coming month to help you meet those objectives.

The Jasmine Plan

Full-Service Bookkeeping

  • Monthly bookkeeping subscription

  • Up to 100 transactions entered

  • Reconcile 1-3 bank or CC accounts

  • Three monthly financial statements

  • One hour monthly consultation

  • Unlimited email/phone support

bookkeeping services we offer
bookkeeping services we offer

The Rigatoni Plan

Monthly Bookkeeping Services

  • Update chart of account

  • Record journal entries

  • Reconcile bank and credit card statements

  • Prepare monthly financial statements

  • One hour monthly consultation

  • Unlimited email/phone support

Find out how you can . . .

Pay Yourself What You Deserve!

Copyright © 2024 EF Bookkeeping for Veterinarians |

Micco, FL | (207) 557-0169

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