Trillium Bookkeeping & Systems LLC
What We Offer
Informational Meetings, Complimentary
We offer free informational meetings or phone conversations with prospective new clients to determine if we are a good fit for each other. These are not meetings in which we provide advice or technical support. It’s a time to discuss your needs and how we might help you.
Bookkeeping Systems Set-up and Coaching
Together, we work with your budget and needs to build or rebuild your bookkeeping system in order to create clear, efficient systems and strong financials. This can lead to you taking over your books without further support or to hiring us for ongoing bookkeeping maintenance, as described below.
Ongoing Bookkeeping Maintenance
We offer ongoing support to help you maintain your books. This could mean full service bookkeeping and payroll management, or it could mean simple monthly check-ins and closings so you can confidently post your own books. It could also mean we focus our time on a specific area of issue for you, such as managing customer invoicing, while offering monthly review of the books to make sure all the dots are connecting correctly. Ongoing maintenance will look different for different clients. How we would support you is something we would design together to meet your unique budget and needs.
Basic Business Systems Set-up and Coaching
Along with bookkeeping, we can help you master other business systems to optimize efficiency and stay organized. This could include applications to track time and mileage efficiently, how to use Google Suite, and paperwork flow and filing systems.
*Note, to be an ongoing bookkeeping client, it is ideal for you to have or be willing to get Quickbooks Online
One-off Consultations
If you simply have specific questions or need to be pointed in the right direction, but only need an hour or two of our time, we do hourly consultations without any commitment.
Complex Business Systems Consulting
Provided for small companies that are growing out of their current distribution of labor and need the setting up of new departments, the re-configuring or splitting of job functions, with the ultimate goal to produce an Operations Manual containing a Company Flow Chart, clearly defining the new distribution of labor along with Job Descriptions and the responsibilities.
What We Do Not Offer
We are not CPAs or lawyers. We do not offer formal tax advice, legal advice, or file taxes. We help you get all your numbers recorded and organized for tax time, but the actual filing of taxes must either be passed off to a tax preparer or done yourself. We recommend that questions concerning tax strategy and regulations be directed to a certified tax preparer.
By demystifying bookkeeping and replacing overwhelm with confidence, our mission is to empower small business owners, start-ups, and non-profits through individualized bookkeeping and systems support.
Our Rates
-$50/hr for all standard ongoing client services, including new set-ups, ongoing coaching, moving financial tracking to Quickbooks, and bookkeeping maintenance
-$65/hr for forensic support (i.e. cleaning up tangled existing Quickbooks accounts and fixing past errors), one-off consultations, and complex business systems consulting.
If these fees are a hardship for you, reach out to us, as we have limited space for some clients on a sliding scale.
-New client informational meetings are complimentary
Contact Us
Questions? Interested in working with us? Email us at TrilliumVermont@gmail.com or call 802-586-0360
You can also click on the button below to fill out our Client Inquiry Form and we will get back to you within a few business days.
A Little More About Us…
Liz Echeverria combines over a decade of bookkeeping experience with her background as a professional educator in order to teach and empower clients so they can feel confident managing and understanding their financial systems. She is a Quickbooks Gold ProAdvisor, holds dual undergraduate degrees from Brown University, a Master’s degree in Education, and is also the owner and operator of a local artisan business, giving her an intimate understanding of the challenges small entrepreneurs face as they strive to orchestrate and manage every aspect of their businesses successfully. She is passionate about giving clients the tools and support needed to make the often intimidating ‘bookwork and numbers’ end of their business successful and manageable.
Margarita Echeverria has worked as a professional bookkeeper for over 40 years. She also has a background as a CEO and executive director of a number of successful businesses and nonprofits. Using her extensive background in business and finance, Margarita enjoys helping others demystify new systems and creating organizational structures that make small business management easier.