The Do It Yourself
Perfect for Startups businesses & those with smaller budgets who would like startup training and the occasional support of an accounting professional. Most appropriate for Sole Proprietors and LLCs.
- Review & Analysis of Your Records + a Results Meeting
- Setup or Cleanup and Update of Your QuickBooks Company File
- Customized 4 Part “How To” Videos, teaching you the basics of how to do your own books
- WhatsApp Access During the Engagement
- One-on-One Meeting to Review Questions and Build on What You’ve Learned
*Add-on services available. Learn more
The Full Service
Perfect for busy business owners who need to focus on running their businesses and don’t want spend nights and weekends managing their own books. This is appropriate for LLCs, S-Corps and Partnerships who want support to remain in compliance.
- QBO Subscription (new subscribers only)
- Management of Chart of Accounts
- Reviewing and Categorizing of All Income & Expenses
- Reconciliation of All Bank, Credit Card and Cash App Accounts
- Preparing and Filing 1099s
- Monthly Management Report Package
- Preparation of 1 Set of Annual Reports for Use in Tax Filings
- Annual Tax Planning Consult Each Fall – Review of Your Financials + 45 min Zoom
Meeting.
*Add-on services available. Learn more
The Premium CFO Service
Perfect for business owners who want to go beyond compliance and would like more advanced services such as management and payment of vendor bills, budgeting and reporting on projects, locations or departments. This is appropriate for LLCs, S-Corps and Partnerships who want the value of an in-house accounting department.
- QBO Plus Subscription (new subscribers only)
- Everything in the Full Service Package, PLUS…
- Electronic Payment of Your Vendors
- Budgeting and Tracking of Income & Expenses
- Tracking & Reporting by Location, Department, Project
- 2 Tax Planning Consults Summer and Fall – Review of Your Financials + 45 min Zoom
Meeting
*Add-on services available. Learn more
Add On Services
Packages do not include discussions on Business Structure, Work Requiring Tax Research, Tax Planning Consultations, Tax Return Preparation, etc. unless specifically stated. These services are available by selecting from the following add-ons.
- QBO Setup & Conversion
- QBO Cleanup
- HRA Setup
- HSA Guidance
- Annual Report with the State
- Estimated Tax Calculations
- Tax Return Preparation
- Tax Planning Sessions
- S-Corporation Setup and Maintenance
- Payroll Assistance
What Our Clients Are Saying
“Ms. Najjar was on POINT! She covered everything to my satisfaction with answers. I felt comfortable and put my mind at ease...as a small owned woman business. I appreciate ALL the resources and personnel you guys have!...THANK YOU for caring about our success!”
Small Business Webinar Attendee
“This one hour was the best 1 hour I’ve spent learning more about basic bookkeeping and using my tools properly.”
Latrice R., Small Business Owner in Northern Virginia
“Using The Balanced Sheet has helped me reshape how I do business as a self-employed person. Taking just a few hours to do tax planning has saved me thousands of dollars in the long run. I’m thankful for Christy’s tax knowledge and attention to detail.”
Kelly Rodriguez, Small Business Owner, College Park, MD
"Christy is knowledgeable, thorough and efficient. She’s guided me as a startup and shared so many gems to make sure I’m setting myself up for success. Book a session with her, you won’t regret it."
The Desk Maven, LLC
"Christy is truly a great teacher. I'm enjoying learning QuickBooks with her as my trainer. I currently wear all the hats in my business, so she helps me keep track of what's important. Tells me about time-saving features and helps me plan for future services."
LMA Business Services, LLC
Thank you Christy, you were very helpful! I will look into your suggestions. Again, beyond appreciative of the knowledge you shared with me.”
Brandy, Small Business Owner, Northern Virginia
"The Women's Business Center of Northern Virginia values Christy Ntuk's volunteer work with our center immensely! Christy brings excellent content to our clients through one-on-one support and training. I absolutely love working with her."
Kathryn Walker, Assistant Director, Women’s Business Center of Northern Virginia
"Christy stepped into a volunteer role with the Women's Business Center of Northern Virginia as though she had been working with us for years. She fits our culture perfectly. Our clientele is very diverse, but Christy "reads the room" and knows exactly how to communicate effectively with each person. Our clients love her, and we do too!"