Straightforward bookkeeping that actually works for small business owners.
Clear, transparent pricing based on your transaction volume. No hidden fees, no unexpected charges.
Get your monthly reports on time, every time. Never wait weeks to know where your business stands.
Questions about your finances? Get clear answers without navigating through multiple layers of support.
Choose the tier that matches your business size today. As you grow, we grow with you.
Everything you need to keep your books tax-ready year-round
Optional add-on for managing payables and receivables
Pricing corresponds to your Complete Bookkeeping tier. No limit on bills/invoices within tier.
One-time bookkeeping cleanup to get your records back on track
Pricing based on scope and timeline
Annual service to prepare and file 1099 forms
Simple per-form pricing
This is bookkeeping that gives you peace of mind.
Every transaction properly categorized and reconciled. Your books will always be audit-ready.
Clear financial statements delivered on schedule so you always know where you stand.
Your financial data is protected with bank-level security and complete confidentiality.
Getting started is simple. Here's the process from first contact to tax-ready books.
I'll learn about your business, current bookkeeping situation, and what you need. No pressure, just honest conversation about whether we fit together.
I'll review your QuickBooks Online account to understand your current setup, identify any cleanup needed, and confirm pricing based on your transaction volume.
Once we agree to work together, I'll get access to your QuickBooks Online and start bringing order to your books. You'll receive your first monthly report on schedule.
QuickBooks Online Only: All services are provided exclusively through QuickBooks Online. If you're using QuickBooks Desktop or another platform, I can help you transition to QBO.
No problem. If you're using QuickBooks Desktop, Excel, or another system, I can help you transition to QuickBooks Online. It's more accessible, secure, and makes collaboration easier.
A transaction is any entry in your books: a sale, expense, bank transfer, or journal entry. I'll review your average monthly volume during our account review to determine the right pricing tier.
Absolutely. Clean, organized books make your accountant's job easier and can save you money on tax prep fees. I'm happy to coordinate with your CPA and provide them with whatever they need.
Each month includes transaction categorization, bank and credit card reconciliation, and preparation of your financial statements (Profit & Loss, Balance Sheet, and Cash Flow Statement). You'll receive these reports on a consistent schedule.
There's no limit. Whether you're a few months behind or a few years, I can help get your books caught up and accurate. I'll provide a custom quote based on the scope and timeline.
Yes. Monthly bookkeeping services are month-to-month with no long-term contract. If you need to pause or cancel, just give me notice and your books will be left in good order.
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