Our Services
I am here to help you get your finances under control.
Personalized service is what drives me.
We understand how frustrating it is to have a million things to do, while it seems the MOST important things, like business finance, never seem to get the attention they deserve.
I'm happy to provide multiple services to help clear through the confusion, clean up the books and provide you with reports you can trust.
My Services
Monthly Bookkeeping
Stay on top of your finances with a reliable monthly process that keeps your books accurate and tax-ready
✔️ Bank & credit cards reconciled monthly
✔️ Smart rules for automated categorization
✔️ Financial statements delivered within 15 business days
✔️ Email & client portal support for quick money questions
✔️ Optional Financial Insights video (+15% of plan_
Cleanup or Catch-up
Behind on your books? I fix and organize everything fast so you can file taxes and make decisions with confidence.
✔️ Rebuild months or years of records
✔️ Use advanced tools to import statements
✔️ Every transaction reviewed and corrected
✔️ Tax-ready handoff to your CPA
Consulting & Training
Keep your books in-house with expert training, setup and periodic reviews to keep your team confident and accurate.
✔️ Personalized QuickBooks setup and training
✔️ Chart of Accounts and workflow optimization
✔️ Monthly or quarterly accuracy reviews
✔️ Option to upgrade to monthly services at any time
Pricing
Straightforward pricing. No contracts. First month satisfaction or you do not pay.
❌ Don't delay! Most small businesses each year lose thousands of dollars due to messy books and avoidable tax issues. Don't let this be you! Clean, reliable bookkeeping costs you less than bad decisions that are too late to change.
Essential Bookkeeping
$300 to $350 per Month
Simple and accurate bookkeeping every month
✔️ Monthly bank and card reconciliation
✔️ Expense categorization with bank rules
✔️ Monthly financial statements
Best for freelancers and solo owners under $100K in revenue
Most popular
Professional Bookkeeping
$350 to $450 per Month
Behind on your books? I fix and organize everything fast so you can file taxes and make decisions with confidence
✔️ Everything in Essential
✔️Light AR and AP tracking
✔️Quarterly performance summary
✔️Priority support
Best for growing businesses with multiple accounts
Premium Bookkeeping
$450 to $750 per Month
Hands-on support and advanced reporting
✔️ Everything in Professional
✔️ Custom reports and KPI dashboards
✔️ Accrual, payroll and loan tracking
✔️ Monthly Loom walkthrough
✔️CPA-ready books for tax time
Best for established or multi-entity businesses
Jon Doe
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Jane Doe
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Jim Doe
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Ready to get started?
Give me a call or fill out the form on my Contact page to get in touch for next steps!
