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Holistic Bookkeeping Solutions Inc

Fort Myers, FL, United States of America
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Services Provided
  • Bookkeeping
  • Outsourced CFO
  • Business Consulting

About Holistic Bookkeeping Solutions Inc

I have always been passionate about two things: health and numbers. Today, as an AIPB Certified Bookkeeper and QuickBooks ProAdvisor, I help businesses thrive by maintaining accurate records, delivering timely financial reports, and educating clients on interpreting and utilizing their financial data to make informed business decisions.

My services include:

- Setting up new QuickBooks Online accounts

- Monthly account reconciliations

- Preparing monthly financial statements

- Budget creation and analysis

- Prior period clean-up

- Monthly video calls for reviewing and explaining financial data, answering questions, and setting goals

- Unlimited email support

- Sales tax management

- Assistance with Employee Retention Credit applications

If you are seeking a dependable bookkeeper and trusted consultant, contact me at yuliya@holisticbookkeepingsolutions.com

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Bluevine is a financial technology company,
not a bank.

Deposits are FDIC insured up to $3,000,000 per depositor through Coastal Community Bank, Member FDIC and our program banks.

  • No limit on number of transactions. However, checking accounts are subject to the deposit and withdrawal amount limits as set forth in the Bluevine Business Checking Account Agreement.
  • The national average and comparison are based on interest rates paid by U.S. depository institutions as calculated by the FDIC.
  • Draw requests are subject to review and approval. Once approved, get funds deposited in your bank account in as quickly as a few hours if you choose our bank wire option ($15). Or, choose our free ACH transfer option which typically gets funds deposited the next business day, although it may take up to three.
  • *This page is intended to provide a helpful reference about certain Bluevine's Accountant Partners. Descriptions of Accountant Partner services are their own. Blue vine does not guarantee the validity of the information provided or the quality of services offered. You should independently evaluate a partner to determine if they are a good fit for your business needs.

Bluevine is a financial company, not a bank. Banking Services provided by Coastal Community Bank, Member FDIC. Bluevine accounts are FDIC insured up to $3,000,000 per depositor through Coastal Community Bank, Member FDIC and our program banks. The Bluevine Business Debit Mastercard®️ and Bluevine Business Cashback Mastercard®️ are issued by Coastal Community Bank, Member FDIC pursuant to a license from Mastercard International Incorporated and may be used everywhere Mastercard is accepted. Mastercard is a registered trademark and the circles design is a trademark of Mastercard International Incorporated.

Mastercard, Mastercard Easy Savings, Mastercard Airport Concierge, Priceless Surprises and the circles design are registered trademarks and Mastercard ID Theft Protection is a trademark of Mastercard International Incorporated.

Application is subject to approval. No monthly or maintenance fees. Card Replacement Fees and Wire Transfer Fees may apply.

Banking Services for payments made via ACH or wire from the Bluevine Business Checking Account are provided by Coastal Community Bank, Member FDIC. Certain payment funds, including payments made by credit card, are temporarily held during payment processing by Silicon Valley Bank, a division of First-Citizens Bank & Trust Company. Money transmission services for International Payments are provided by a third party and are also subject to their applicable terms and conditions.

The Bluevine Line of Credit is issued by Celtic Bank and is serviced by Bluevine. Applications are subject to credit approval. Rates, credit lines, and terms may vary based on your creditworthiness and are subject to change. Additional fees apply. Other commercial credit products are offered by a variety of Bluevine’s third party partners. Bluevine is not involved in the issuance or servicing of these products. Offerings and eligibility requirements vary by partner.

PPP loans are made by one or more approved U.S. Small Business Administration (SBA) lenders. Loan agreements will identify the issuing lender to small businesses at signing. Qualified applications will be submitted to the SBA as soon as possible. Bluevine does not guarantee that applications will be processed and submitted before PPP funds are no longer available. Approval and loan forgiveness are subject to your availability to meet government-set eligibility requirements.

Certain financing may be made or arranged pursuant to California Financing Law-License No. 6054789.

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