Secure Business and Personal Record Management
Streamline your business records with expert management solutions
Secure Business and Personal Record Management
Streamline your business records with expert management solutions
Secure Business Record Storage
Comprehensive Record Organization
Bosstick Bookkeeping Co. offers reliable and efficient record management solutions to streamline your business operations and Personal finances. Our services ensure your financial documents and business records are organized, accessible, and compliant with industry standards.
Menu / Price List
Personal Finance
Personalized budgeting and financial organization services designed to reduce stress and help you take control of your finances.
Financial Reset Session
$75.00
This session includes:
- Review of your income and monthly expenses
- Discussion of your financial goals and priorities
- Identification of spending habits and areas for improvement
- Personalized recommendations and an action plan
- Answers to your budgeting and financial organization questions
Whether you're feeling overwhelmed by bills, starting over financially, or simply looking for guidance, the Financial Reset Session provides a supportive, judgment-free environment to help you move forward!
Complete Budget Set up
$100.00
This service includes:
- A personalized monthly budget
- Income and expense review
- Spending category organization
- Bill due-date calendar
- Savings goal planning
- Budget recommendations tailored to your financial priorities
You'll leave with a customized budgeting system and the confidence to manage your finances with a clear plan moving forward.
Monthly budget review
$50.00 Monthly
This service includes:
- Review of monthly income and expenses
- Spending category analysis
- Budget adjustments as needed
- Progress toward savings goals
- Review of recurring bills and upcoming expenses
- Personalized recommendations to help you stay on track
Whether you're working toward paying off debt, building savings, or simply staying organized, monthly budget reviews provide ongoing support and accountability to help you reach your financial goals.
Budget + Bill organizer
$100.00 Monthly
This service includes:
- Personalized monthly budget
- Bill due-date calendar
- Organization of recurring monthly expenses
- Payment schedule for bills and subscriptions
- Monthly cash flow overview
- Budget tracking template (Excel or Google Sheets)
- Tips for staying organized and avoiding missed payments
Whether you're juggling multiple bills, trying to simplify your finances, or looking for a better system, this service provides the tools you need to stay organized and feel more in control of your money.
Financial Clean up
$50.00 an hour
This service includes:
- Organization of bank and credit card statements
- Review and organization of recurring bills and subscriptions
- Categorization of monthly expenses
- Identification of duplicate or unnecessary recurring charges
- Creation of a bill due-date calendar
- Monthly spending summary
- Recommendations for improving financial organization
Whether you're catching up after a busy season, recovering from financial stress, Financial Clean up is for you!
Fresh Start Package
$175.00 initially and $50.00 Monthly
This package includes:
- Financial Cleanup
- Complete Budget Setup
- Personalized monthly budget
- Bill due-date calendar
- Spending summary and expense categorization
- Savings goal planning
- Customized budget tracking template (Excel or Google Sheets)
Whether you're starting over, adjusting to a major life change, or simply want to feel more organized, the Fresh Start Package provides everything you need to build a strong financial foundation and move forward with confidence.
Budget Builder
$150.00
This package includes:
- Financial Cleanup
- Complete Budget Setup
- Personalized monthly budget
- Bill due-date calendar
- Spending summary and expense categorization
- Savings goal planning
- Customized budget tracking template (Excel or Google Sheets)
Whether you're starting over, adjusting to a major life change, or simply want to feel more organized, the Fresh Start Package provides everything you need to build a strong financial foundation and move forward with confidence.
Add a footnote if this applies to your business
Contact Us
Bosstick Bookkeeping Co.
Hours
Mon | By Appointment | |
Tue | 09:00 am – 03:00 pm | |
Wed | By Appointment | |
Thu | 09:00 am – 03:00 pm | |
Fri | By Appointment | |
Sat | Closed | |
Sun | Closed |
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