Services

Starting at $350/month

For solo entrepreneurs and small businesses who want reliable, low-maintenance bookkeeping. Your books are handled each month, and you always know where things stand.

• Transaction Recording - Your business income and expenses are recorded and categorized each month, up to 100 transactions.

• Account Reconciliation -  Monthly reconciliation of your bank and credit card accounts, so every balance matches your statements.

• Payment Matching - Customer payments are matched to invoices and vendor payments are matched to bills, keeping your records clean and organized.

• Financial Reporting - A monthly Profit & Loss Statement and Balance Sheet, with a short plain-language summary of what the numbers mean.

• QuickBooks Online Maintenance & Optimization  - Ongoing upkeep of your existing QuickBooks Online file, including bank feed connections, chart of accounts adjustments, and rules that keep your books organized. Need a new file or a migration? That is available as an add-on.

Starting at $750/month

For growing businesses that want books updated more often, a clearer view of cash flow, and a monthly conversation about what the numbers are saying.

• Bi-Weekly Tracking & Reconciliation - Your transactions are recorded and your bank and credit card accounts are reconciled twice a month, up to 250 transactions per month.

• Financial Reporting -  A monthly Profit & Loss Statement and Balance Sheet, with a short plain-language summary of what the numbers mean.

• Monthly Financial Review Call - A 30-minute one-on-one call to walk through your reports, answer your questions, and talk through what is ahead.

• AR & AP Tracking - I monitor incoming payments, track outstanding bills, send reminder emails on overdue customer invoices, and keep your aging reports current. Bill entry and invoice creation are available as add-ons.

• Priority Email Support - A response within one business day for questions that come up between calls.

• QuickBooks Online Maintenance & Optimization  - Ongoing upkeep of your existing QuickBooks Online file, including bank feed connections, chart of accounts adjustments, and rules that keep your books organized. Need a new file or a migration? That is available as an add-on.

Starting at $1,250/month

For established businesses that want weekly attention to their books plus planning support. You get current numbers every week, payroll handled, and a budget to measure against, so you can plan ahead with confidence.

• Weekly Tracking & Reconciliation - Your transactions are recorded and your accounts are reconciled every week, up to 500 transactions per month.

• Financial Reporting - A monthly Profit & Loss Statement and Balance Sheet, with a short plain-language summary of what the numbers mean.

• Monthly Financial Review Call - A 30-minute one-on-one call to review your reports, compare results to your budget, and talk through upcoming decisions.

• AR & AP Tracking - I monitor incoming payments, track outstanding bills, send reminder emails on overdue customer invoices, and keep your aging reports current. Bill entry and invoice creation are available as add-ons.

• Payroll Processing -  Payroll runs for up to 10 employees on your existing payroll platform. Payroll tax filings and W-2s stay with your payroll provider.

• Budgeting & Forecasting Support - Help building your annual budget and keeping your forecast updated as the year unfolds.

• Priority Email Support -  A response within one business day whenever a question comes up.

• QuickBooks Online Maintenance & Optimization  - Ongoing upkeep of your existing QuickBooks Online file, including bank feed connections, chart of accounts adjustments, and rules that keep your books organized. Need a new file or a migration? That is available as an add-on.

Each package starts at the price shown and is built around a monthly transaction volume. Your exact fee is confirmed in your proposal after the discovery call.

Businesses grow, and volume changes. If your activity consistently runs above your package, I'll reach out so we can review your scope together before anything changes. You will never be surprised by a new number on an invoice.

Quoted as a flat fee based on the number of months and transaction volume, after a diagnostic of your file. Schedule a discovery call to get started. 

For businesses that have fallen behind on their books. It happens to a lot of busy owners, and it is fixable. This service brings everything current so you can move forward with a clear picture.

• Historical Transaction Entry -  Past income and expenses are recorded and categorized for every month that needs attention.

• Bank & Credit Card Reconciliation - Matching those months to your bank and credit card statements to verify balances and make sure nothing is missing. 

• Invoice & Payment Matching - Applying past customer payments and vendor bills for the catch-up period so open balances reflect what is actually owed. 

• Financial Reports - Once your books are current, you'll receive a Profit & Loss and Balance Sheet for the catch-up period. 

• QuickBooks Online Review  - Your file is left organized, properly categorized, and ready for ongoing bookkeeping or a handoff to your tax preparer.

If months that were already recorded also need correcting, that work is quoted as a Clean-Up and can be combined into one engagement. 

Book a Discovery Call for a Catch-Up Quote

Quoted as a flat fee based on the extent of the work, after a diagnostic of your file. Schedule a discovery call to get started. 

For businesses whose books are up to date but not adding up. If you are seeing miscategorized transactions, unreconciled accounts, or reports that don't make sense, this service gets your file accurate and gives you a solid foundation going forward.

• Account Reconciliation - Checking and correcting balances in your bank, credit card, and other key accounts so they agree with actual activity. 

• Transaction Re-Categorization - Fixing incorrectly categorized income and expenses so your financial reports are accurate. 

• Chart of Accounts Cleanup - Streamlining your Chart of Accounts by merging duplicates, removing unused accounts, and organizing categories for clarity. 

• Open Invoice & Bill Clean Up - Identifying outdated or incorrect receivables and payables and resolving them with your approval, so your reports reflect reality. 

• QuickBooks Online File Cleanup - A full pass through your file to eliminate clutter, correct errors, and set a strong foundation moving forward. 

Catch-Up and Clean-Up are internal bookkeeping services, not an audit or assurance engagement. Corrections that affect a year already filed are coordinated with your tax preparer. 

Book a Discovery Call for a Clean-Up Quote

We offer a range of support services to help streamline your financial systems and keep you organized for tax time. These can be added to any ongoing bookkeeping package or requested as stand-alone services.

We offer a range of support services to help streamline your financial systems and keep you organized for tax time. These can be added to any ongoing bookkeeping package or requested as stand-alone services.

Bill Entry & Management

I enter your vendor bills into QuickBooks Online with the right category and supporting documents attached, then queue them for your review. You approve and pay every bill yourself. I do not have banking access or payment authority.