Services

Comprehensive bookkeeping
tailored to you

Whether you need ongoing monthly support or a one-time clean-up, I provide flexible services designed to help you focus on what you do best.

Service 01

Basic Bookkeeping

Everything you need to maintain accurate, up-to-date financial records and make informed business decisions.

01

Transaction Management

Keep your accounts current and accurately categorized

  • Organize and enter existing transactions to ensure accounts are up to date
  • Download and classify monthly transactions in QuickBooks
  • Accurately record sales, expenses, and other financial activities
02

Account Reconciliation

Maintain accuracy across all your accounts

  • Reconcile all bank and credit card accounts
  • Identify and resolve discrepancies promptly
  • Ensure your books match your bank records each month
03

Financial Reporting

Gain clear insights into your business performance

  • Generate monthly financial reports, including Profit & Loss, Balance Sheet, and Income Statement
  • Email monthly financial statements directly to you
  • Facilitate communication between you and your accountant

Monthly Pricing

Small

$300/mo

Gross Revenue ≤ $150K/yr

Medium

$500/mo

Gross Revenue ≤ $500K/yr

Large

$700/mo

Gross Revenue ≤ $800K/yr

Service 02

Additional Services

Additional services available to complement your monthly package and address specific business needs.

Service 03

Clean-Up & Catch-Up

Get your books back on track with thorough analysis and correction of historical records.

  • Historical Review
  • Error Correction
  • System Setup

Pricing

Billed Hourly

Rate customized to your situation based on scope and complexity

Not Provided

Services I don't offer

To provide the best possible service, I focus on what I do best. Here are services I recommend you seek elsewhere.

Legal Advice

Please consult a licensed attorney

Tax Preparation

Work with a CPA or tax professional

In-House Payroll

Third-party software recommended

On-Site Bookkeeping

Remote services only

Pricing

How we work together

A straightforward process designed to understand your needs and deliver tailored solutions.

Book a Free Consultation

Start with a complimentary consultation to discuss your business needs and determine if we're the right fit. Meet via video call or grab a coffee in person.

Ready to get organized?

Let's discuss your business needs and find the right solution for you.

Schedule Your Free Consultation