Supporting You Through Every Stage of Small Business Growth

No matter where you are in your journey, I’m here to help you feel secure in your books and confident in your next steps. 

Services Tailored to Your Needs

(If you haven't touched your books in months—or ever.)

Catch-Up/Cleanup Books

Starting at $500*

A one-time, comprehensive overhaul includes:

✔ Organize Your Past Records
✔ Fix Inconsistencies
✔ Pull Key Reports you Need
✔ Past Monthly Profit & Loss Reports
✔ Past Balance Sheets

—all designed to get you back on track and ready to move forward.

What’s Included:

Can include cloud-based bookkeeping setup (e.g., QuickBooks Online), clean-up of 6–12 months of data, and a closing "check-in" call to review results and next steps.

I NEED THIS

Monthly Bookkeeping Services

$500

For small businesses with under 150 monthly transactions.

Includes:
✔ Monthly transaction categorization
✔ Bank & credit card reconciliations
✔ Stripe / PayPal / Venmo / Square / Stan Store automations
✔ Monthly Profit & Loss
✔ Balance Sheet
✔ Cash flow snapshot
✔ Receipt management system
✔ Mileage tracking setup
✔ Quarterly tax-ready package
✔ CPA-ready year-end financials
✔ Unlimited bookkeeping questions (48-hour response)

Please Note:

To start with the monthly service and skip the cleanup, your bookkeeping needs to already be accurate and up to date. If you have more monthly transactions, please contact me for a quote.

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Add-On Services

Prices Vary

For small businesses that need extra help with other tasks such as payables and receivables.

These can be added onto the monthly bookkeeping services:

✔ 1099 Preparation — $25/contractor
✔ Sales Tax Filing — $75/month/state
✔ Additional Bank Accounts —$50/account/month (first two are included in the $500 monthly fee)
✔ Payroll Setup — $150 one-time
✔ Accounts Payable/Receivable — starts at $100/month

Please Note:

These are add-ons to the monthly bookkeeping services and are completely optional.

ADD-ON

 FAQs

  • If you’re behind on your books, start with a cleanup. If you want ongoing support, monthly bookkeeping is the best fit. If you need extra support, contact me to add on to your existing monthly bookkeeping services. When you book a free consultation, I’ll walk you through the best option for your business.

  • After we sign your contract, you’ll receive access to a secure Google Drive folder. This is where you can easily upload your documents/receipts, access helpful resources, and view or download your financial reports anytime.

  • Yes — your privacy is a top priority. Your information is never shared and we do not save your personal information outside of your folder and client portal.

  • It depends on how many months we’re catching up and how complex your books are. Most cleanups take 2–4 weeks. I’ll give you a clear timeline after reviewing your records.

  • Absolutely. Many clients start with a cleanup, then move into monthly bookkeeping. Others add payroll as their team grows. Your services can be tailored as your business needs change.

  • Yes! Most cleanup projects can be split into three payments — a deposit at booking, then additional payments at 30 and 60 days. Larger cleanups may qualify for extended plans on a case-by-case basis. For ongoing monthly services, payments are automatically processed each month to keep your cash flow simple and consistent.

Let’s Take Bookkeeping Off Your Plate

I’ll handle the numbers so you can handle the business.

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