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Services & Pricing
Every business is different — so I offer flexible packages designed to meet you where you are. Whether you're just getting started or need to catch up, there's a solution that fits.
Ongoing Support
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Monthly Bookkeeping
Ideal for businesses that are already operational
and want to stay on top of their finances every month.
Recording and categorization of transactions
Bank and credit card reconciliation (2 accounts)
Expense review and proper classification
Annual P&L and Balance Sheet
Basic support via email or messaging
Bookkeeping + Support
For clients who want more than just clean books,
you want guidance, clarity, and someone in your corner.
Everything in Monthly Bookkeeping
Monthly P&L and Balance Sheet reports
Monthly or quarterly check-in calls
Day-to-day support via email and messaging
Guidance on basic business decisions
One-Time Fixes
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Catch-Up Bookkeeping
For clients who have fallen behind: whether it's a few months or a few years. Let's get you caught up and back on track.
Organization of pending months or years
Error correction
Reconciliation of past periods
Final reports ready for tax filing
Billed as a one-time single payment — not a monthly service. Pricing is based on the number of months to be caught up.
Bookkeeping + Support
For clients who want more than just clean books, you want guidance, clarity, and someone in your corner.
In-depth review of all accounts
Reclassification of expenses
Accounting corrections
Adjustments to ensure records are properly organized
Billed as a one-time single payment.
Cost depends on the complexity and scope of work.
Customize Your Package
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Need Something Extra?
The following services can be added to any existing package or requested as a standalone service. Reach out for pricing.
1099 Preparation & W-9 Tracking: Stay compliant with contractor payments and filings
Payroll Support & Coordination: Assistance coordinating payroll (does not include running payroll)
QuickBooks Setup: Get your QuickBooks account set up correctly from day one
Audit & CPA Inquiry Support: Assistance navigating audits or responding to CPA questions
Customized Reports: Tailored financial reports built around what your business needs to see
You've worked hard to build your business. Let me handle the part that's been holding you back.
