What I Offer

Accurate, organized books delivered every month so you can make confident decisions and focus on growing your business.

Starter

Starting at $400 per month

Designed for new or low volume service based businesses that need simple, consistent bookkeeping support.

• Up to 50 transactions per month
• One bank and one credit card account
• Monthly reconciliations and categorization
• Clean books ready for tax preparation

Essential

Starting at $500 per month

Designed for established small businesses with steady monthly activity that need reliable, ongoing bookkeeping support.

• Up to 75 transactions per month
• 1 to 2 bank or credit card accounts
• Monthly reconciliations and categorization
• Month end review and clean, tax ready books

Growth

Starting at $650 per month

Designed for growing businesses with increasing transaction volume and light receivable or payable needs.

• 75 to 150 transactions per month
• Additional accounts
• Light A/R or A/P tracking
• Monthly financial reports

Comprehensive

Starting at $900 per month

Designed for established businesses with higher volume and more complex support needs.

• 150 to 300 plus transactions per month
• Multiple accounts and cards
• Regular A/R and A/P support
• Priority support

Not sure which level is right for you?
Schedule a free consultation and I’ll help you determine the best fit for your business.

Quarterly Reconciliations

Perfect for businesses that don’t need full monthly bookkeeping but still want clean, organized, tax ready books.

Starting at $300 to $450 per quarter

• Quarterly transaction review
• Reconciliations for all bank and credit card accounts
• Quarterly financial reports
• Duplicate transaction corrections
• Categorization adjustments

A great option for very low activity businesses that want professional oversight without monthly service.

Cleanup and Catch-Up Work

Behind on bookkeeping? I’ll get your books caught up quickly and accurately so you can move forward with confidence.

Pricing varies based on complexity

• Complete review of your current books
• Reconciliation corrections
• Duplicate transaction cleanup
• Categorization fixes
• Organization of prior periods

Cleanup work is quoted as a one time flat fee after review. Most clients transition into monthly bookkeeping afterward to stay current.

Add On Services

Customize your bookkeeping support based on your business needs.

Pricing varies based on complexity and frequency

Available Add Ons:

• Accounts receivable and customer invoicing
• Accounts payable and vendor payment management (BILL and Expensify)
• Chart of Accounts review and reorganization
• W9 collection and vendor document organization
• Weekly or monthly check in meetings

If you’re unsure what level of support you need, we can discuss your workflow during your consultation.