This service is created for vendors who sell at events once a month or less (max about 15 events per year)
How it Works
Buy the Financial Event Package ($10): One time cost for pre-made templates that you can copy for use at every event. It’s an easy to use system, made to help you keep track of all of your income and expenses.
One-off Event Financial Reporting ($40): Send a picture of the filled out package, and any Paid Out slips along with a screenshot of your digital transaction summary. I will send back the financial report within the week.
The Go-Getter Pass ($180): Covers financial reporting for up to 5 events and includes a summary analysis.
The Perks
Easy-to-follow Process & No Monthly Fees: Easy to fill out documentation package that’s ready to be printed and you only pay you when you actually have an event. Choose between one-off event services or get the Go-Getter pass for accountability wrapped in a discount.
Ready to File Taxes: Within a week of your event, you will have a completed Financial Event Report in your inbox. At the end of the year, you can just hand your CPA a folder of all of your Financial Event Reports. This makes the Schedule C filing a breeze, lowering the amount you have to pay to a CPA for tax filing.
Clean Cash Deposit Trail: A Bank Deposit slip is provided for every event, ensuring your bank deposits match your sales reports to the penny.
Track your progress with the Go-Getter pass: I know you love to see progress. A spreadsheet with tabs for each event, as well as seasonal or annual summary tabs lets you see if you are actually progressing towards meeting your financial goals. Let’s grow your business together!
Customizations: Let me know if there are specific needs that your business has for customized financial services, let’s talk about how I can help.
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Per-event / Low Cost Financial Services
Pre-made templates that you can copy for use at every event
Only $35 for the first report you purchase
Reporting for 5 events, includes summary analysis
For slow events with low sales, must be submitted along with a One-off Event Financial Report, no more than 3 add-ons per One-off event
I organize and store all your business documents
I compare the Total Sales Report from your Point of Sale system against the physical cash in your cash box and identify any discrepancies.
A basic sales tax permit check and reminders to file your quarterly tax returns.
You are a boss at entering both cash and credit sales in a POS like Square, I will take that reporting along with your expense receipts, and turn it into a financial report.
- $25: Up to 12 event financial reports*
- $40: All events in 1 year on Go-Getter Pass
A one-time session to see if you are pricing your items correctly to cover labor and materials, rather than just guessing
I use what you have
Entity Setup Package full of useful information that outlines some best practices, tips and tricks
I set up your QBO account, you maintain it
* Must use Financial Event Package
Mees Bookkeeping
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