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.

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Pricing

Transparent pricing tailored to your bookkeeping needs

Small Business:

Starting at $500 $350 / Month

Best for rapidly growing businesses making over $100K revenue with many financial accounts.

Solo:

Starting at $300 $210 / 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 [including your Balance Sheet, Profit/Loss Statement & Cash Flow Statement]
Email and Phone Support
Clean-ups and Catch-ups if needed

All Services Included in "Solo"
100-300+ Transactions / Month
Modified Cash-Basis Accounting
3-5+ Financial Accounts
AP / AR Management
Customer & Vendor Management
Invoicing & Bill Pay
Priority Support

Founding Client Offer

My first 3 clients receive 30% OFF for their first 2 MONTHS of bookkeeping services. Don't wait!

Book a Free Discovery Call

Ready to simplify your books? Let's chat.