My Services

Helping your business stay organized and financially clear.

Quickbooks Setup, Clean-Ups, & Catch-Ups

No matter how chaotic your Quickbooks account is, I offer comprehensive cleanup and catch-up services to organize past records, correct errors, and bring your books fully up to date.

Ongoing Transaction Management

Through your Quickbooks account, I will perform regular tasks such as optimizing your chart of accounts, categorizing all transactions, managing Accounts Payable / Accounts Receivable to ensure accuracy across all fronts.

I will perform regular monthly reconciliations for all your bank or credit card accounts to keep your finances reliable and eliminate all possible accounting errors.

Monthly Account Reconciliations

Financial Report Generation

Clear, professional financial reports—including your Balance Sheet, Income Statement, and Cash Flow Statement—so you can confidently understand your finances and grow your business.

Pricing

Transparent pricing tailored to your bookkeeping needs

Please note that the prices listed are for gauging purposes only. For an accurate quote I will have to gather more information about your business.

Small Business

Starting at $500 / Month

Best for rapidly growing businesses making $100K-$500K and 1-3 employees

Solo

Starting at $300 / Month

Best for Freelancers and Solo Owners making under $100K annual revenue.

Up to 100 Transactions / Month
1-2 Bank or Credit Card Accounts
Cash-Basis Accounting
Transaction Categorizations
Monthly Account Reconciliations
Monthly Financial Reports
Email and Phone Support
Clean-ups and Catch-ups if needed

100-300 Transactions / Month
3-4 Bank Accounts
Monthly Financial Reports
Modified Cash-Basis Accounting
Projects & Classes
Email and Phone Support
Clean-ups and Catch-ups if needed
Everything included in "Solo"

I do not currently offer:

Tax Preparation
Payroll Services
Financial Advise
CPA / CFO Services

Established Business

Starting at $1,000 / Month

Best for established businesses making over $500K in revenue or 5+ employees.

300+ Transactions / Month
5+ Bank Accounts and Credit Cards
Priority Support
Accural-Basis Accounting
Vendor Setup
Projects & Classes
Invoicing & Bill Pay
Monthly Financial Reports
Clean-ups and Catch-ups if needed

Areas I Service

I am based in the Traid Region of North Carolina (specifically Kernersville) but I offer remote services to anywhere in the US!

Small Businesses & Startups
Non-Profits
Graphic Design Studios
Creative Businesses
Contractors & Trades (Construction, HVAC, Plumbing, Roofing, etc.)
E-commerce & Online Businesses
Professional Services (Consultants, Coaches, Attorneys)

Industries I Serve

Book a Free Discovery Call

Ready to simplify your books? Let's chat.