Training & Consultation

Best for: DIY business owners who want clarity and confidence.

If you prefer to handle your own bookkeeping but want expert guidance, I offer one-on-one training and consultations tailored to your business.

We can cover:
• QuickBooks setup and navigation
• Categorizing transactions correctly
• Understanding your financial reports
• Troubleshooting specific issues

This is a great option if you want to stay hands-on while doing things the right way.

Quarterly Review Services

Best for: Business owners who manage day-to-day bookkeeping but want oversight.

I review your books on a quarterly basis to ensure everything is accurate, organized, and ready for tax preparation.

This includes:
• Bank and credit card reconciliations
• Review of Balance Sheet and Profit & Loss
• Adjustments as needed
• Coordination with your CPA if necessary

You stay in control of your bookkeeping, with professional support to keep things on track.

Monthly Bookkeeping

Best for: Business owners ready to hand off bookkeeping completely.

I manage your bookkeeping each month so you can focus on running your business.

Services include:
• Transaction categorization
• Monthly reconciliations
• Clean, accurate financial reports
• Organized records for tax time

You’ll receive consistent, reliable financials without the stress of managing it yourself.

Full Setup Package

Best for: New businesses or those needing a fresh start.

I will set up your bookkeeping system the right way from the beginning.

This includes:
• QuickBooks Online setup or overhaul
• Chart of accounts tailored to your business
• Integration of key systems (banking, payment processors, etc.)
• Workflow recommendations for staying organized

You’ll walk away with a clean, functional system and a clear path forward.

Cleanup / Catch-Up Services

Best for: Businesses with messy or behind books.

If your books are behind or inaccurate, I’ll bring everything up to date and get you back on track.

This includes:
• Catching up prior months (or years)
• Correcting errors and inconsistencies
• Reconciling all accounts
• Delivering clean financial reports

Once complete, your books will be accurate, organized, and ready for ongoing maintenance or tax preparation.

Optional Add-On Services

These services can be added to any package depending on your needs:

• Payroll integration into bookkeeping (Gusto, etc.)
• Sales tax tracking and filing
• Monthly financial review meetings (strategic advisory and business growth support)
• Accounts Payable (bill tracking and payment coordination)
• Accounts Receivable (invoicing and tracking)

All add-ons are customized based on your business and workload.

How It Works

Step 1: Schedule a consultation.
Step 2: We discuss your business and what you need.
Step 3: You receive a customized service recommendation and pricing.
Step 4: We get your books organized and running smoothly.

Pricing is customized based on your business size, complexity, and needs. Most clients fall into a predictable monthly range, which we’ll review together during your consultation.

Please note: I focus exclusively on bookkeeping and advisory services. I do not provide tax preparation or filing services, but I’m happy to work directly with your CPA to ensure everything is ready for tax season.