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Monthly Back Office Bookkeeping
Budgeting
Profit & Loss Analysis
Excel
Accounting
Quickbooks

Created by
Misty S
About
I bring over 20 years of experience in Accounting and Bookkeeping for companies ranging from small non-profits to large publicly-traded multi-entity organizations. Throughout my career, I've been responsible for daily accounting functions, month-end closing processes, maintaining processes and procedures, and managing teams. Now I get to bring that experience to my fellow travel advisors and agency owners.
This package is for one month of Accounting and Bookkeeping services. Basic tasks include recording bank and credit card transactions on a daily/weekly basis and monthly bank and credit card reconciliations.
This package is for one month of Accounting and Bookkeeping services. Basic tasks include recording bank and credit card transactions on a daily/weekly basis and monthly bank and credit card reconciliations.
Pricing & Inclusions
$500Basic
|
$750Standard
|
$1000Premium
|
|
---|---|---|---|
Discovery Call – 30 Minutes | |||
Hours of service per week | up to 3 | up to 4 | up to 5 |
Monthly Financial Statements | |||
Monthly Budget Analysis | |||
Annual Reporting | add-on | add-on | add-on |
Online Platform (QuickBooks, etc.) | Required | Preferred | Not Required |
Monthly Check-in Call | |||
Buy now | Buy now | Buy now |
While this package provides guidance to the user and CoPilot on how to work together,
users will retain full control and responsibility over how the work is executed by their CoPilot.
Lucia does not actively monitor or regulate the work involved in each package and
will not be held liable for any final outcomes or results achieved through a package.