routine bookkeeping
Every business has its own unique needs, complexities, and goals—which is why bookkeeping support shouldn’t be one-size-fits-all. I provide routine bookkeeping services on a schedule that works best for your business, whether that means weekly, monthly, quarterly, or annual support. Most clients find that monthly bookkeeping provides the right balance of consistency and insight.
I work closely with each client to understand their business and create a bookkeeping roadmap that keeps financial records accurate, organized, and manageable throughout the year.
Ongoing services commonly include:
Recording and categorizing transactions
Reconciling bank and credit card accounts
Matching accounts receivable, accounts payable, and loan balances to supporting documentation
Preparing basic financial statements
Providing financial insights to help you better understand your business’s financial position
My goal is to provide dependable support that keeps your books current and gives you greater clarity and confidence in your numbers year-round.
QuickBooks Cleanup
When you’re busy running a business, bookkeeping can easily get pushed to the back burner for months—or even years. Catching up may feel overwhelming, but it doesn’t have to be. I help business owners clean up neglected QuickBooks files, organize historical financial data, and rebuild accurate books so you can move forward with confidence. Together, we’ll correct the past while creating better systems and habits for a smoother, more organized financial future.
On-going & Consulting
Keeping your books organized is just the beginning. I provide ongoing accounting support and general accounting consulting to help business owners better understand their financials, strengthen internal processes, and make informed business decisions with confidence. Whether you need guidance interpreting financial reports, refining bookkeeping systems, or navigating day-to-day accounting questions, I’m here to provide practical support that helps you build stronger financial habits for long-term success.
Pricing
The Essentials Package*
Starting at $350 per month
Includes:
Monthly bank (1) and credit card (1) reconciliation
Expense Categorizations
Basic monthly financials (Balance Sheet & P&L)
Add-ons:
Additional $25 per bank account per month
Additional $25 per credit card per month
Additional $0.20 per transaction over 75 transactions
The Essentials package is for smaller entrepreneurs and freelancers who are ready to separate themselves from the everyday accounting burden.
The Professionals Package*
$Starting at $500 per month
(The Most Popular)
Includes:
Everything in the Essentials Package
Up to 2 bank accounts and 2 credit cards
Accrual accounting (Light AR and AP tracking)
Priority support
Notary services for local customers
Quarterly performance summary
Add-ons:
Additional $25 per bank account per month (over 2)
Additional $25 per credit card per month (over 2)
Additional $0.20 per transaction over 125 transactions
The Professional package is best for growing businesses with multiple accounts who are looking to take things to the next level with their finances.
The Premium Package
Starting at $800 per month
Includes:
Everything in the Professionals Package
Accrual accounting (Light AR and AP tracking)
General accrued liabilities tracking
Loan tracking
Payroll reconciliation
CPA-ready come tax time
Add-ons:
Additional $25 per bank account per month (over 2)
Additional $25 per credit card per month (over 2)
Additional $0.20 per transaction over 150 transactions
The Premium package is best for well established businesses.
a la Carte:
General accounting consulting: $85.00 per hour
Diagnostic review (review of chart of accounts, books & identify issues): $150 flat fee
Catch-up/Clean-up Bookkeeping:
1 to 3 months - $450 + base fee per month from one of the above packages
4 to 6 months - $750 + base fee per month from one of the above packages
6 to 12 months – custom quote
Chart of accounts creation and 1 hour coaching session: $250 flat fee