Bookkeeping services
Clear Books. Confident Decisions.
Professional bookkeeping support designed to keep your finances organized, your numbers clear, and your business moving forward.
Simple pricing. Consistent support. No surprise hourly bills.
Choose the level of support your business needs.
From simple monthly bookkeeping to hands-on financial support, each package is designed around the way your business operates.
Simple Start
Stay organized and know where your business stands. Perfect for solopreneurs, freelancers, and small businesses with straightforward bookkeeping needs.
- Monthly transaction categorization
- Up to 2 bank or credit card accounts
- Monthly bank reconciliations
- Profit & Loss Statement
- Balance Sheet
- Monthly financial review
- Year-end books prepared for your tax professional
- Email support
Business owners who want clean, organized books without spending their own time managing bookkeeping every month.
Simple Growth
More support as your business grows. Designed for businesses with more transactions, multiple accounts, and a greater need to understand monthly numbers.
- Up to 4 bank or credit card accounts
- Higher monthly transaction volume
- Customized chart of accounts
- Monthly bookkeeping review
- Accounts receivable tracking
- Accounts payable tracking
- Monthly financial reports
- 30-minute quarterly bookkeeping review call
- Priority email support
Growing small businesses that want more than basic bookkeeping and additional visibility into their finances.
Simple Complete
Hands-on bookkeeping support for your growing business. For businesses that need more involvement, more accounts, and ongoing support.
- Up to 6 bank or credit card accounts
- Higher transaction volume
- Monthly financial review meeting
- Accounts receivable monitoring
- Accounts payable monitoring
- Vendor and customer transaction review
- Monthly Profit & Loss and Balance Sheet
- Customized monthly reports
- Cash-flow review
- Priority bookkeeping support
Established small businesses that want their bookkeeping handled consistently with regular financial reporting guidance.
Need something beyond monthly bookkeeping?
Get your books cleaned up, your QuickBooks system organized, or the guidance you need to confidently manage your own books.
Bookkeeping Cleanup
Behind on your books? I can help bring everything up to date, correct bookkeeping issues, reconcile your accounts, and get your books organized again.
- Number of months behind
- Transaction volume
- Number of accounts
- Condition of existing books
- Complexity of corrections needed
After reviewing your books, you'll receive a flat-rate quote before work begins.
Clean Up My BooksQuickBooks Setup
Start your bookkeeping system the right way with a clean, organized QuickBooks Online setup.
- QuickBooks Online setup
- Chart of accounts setup
- Bank and credit card connections
- Income and expense categories
- Customer and vendor setup
- Basic invoice setup
- Personalized bookkeeping workflow
- One 60-minute QuickBooks training session
Bookkeeping Coaching
Want to manage your own bookkeeping but need someone to show you how? Work together on your actual QuickBooks account and bookkeeping questions.
- QuickBooks basics
- Categorizing transactions
- Reconciling accounts
- Cleaning up bookkeeping mistakes
- Reading financial statements
- Creating a bookkeeping routine
- Understanding your Profit & Loss Statement
Behind on your books? Let's get them back on track.
Bookkeeping cleanup is designed for businesses whose books have fallen behind or contain errors. We'll review what's there, identify what needs attention, and get everything organized again.
Clean Up My Books
Cleanup pricing is based on:
- Number of months behind
- Transaction volume
- Number of accounts
- Condition of your existing books
- Complexity of corrections needed
Want to manage your own bookkeeping?
You don't have to figure everything out alone. Schedule a one-on-one coaching session and get practical guidance using your actual QuickBooks account and real bookkeeping questions.
Not Sure Which Package You Need?
That's completely normal. We'll look at your business activity, number of accounts, transaction volume, and bookkeeping needs before recommending the right level of support.
