services

Ready to grow your business with less time?

I empower entrepreneurs to build better businesses with financial clarity.

You’ve spent years learning and perfecting your craft.  It is your heart, your passion, and where you want to spend your time.  Not trying to keep track of which bills still need to be paid and which account that one expense goes to.  

Even more important, you cannot build a successful business without knowing the business’s financial health.  Modern bookkeepers will input all of your information, produce financial statements, and spend time discussing exactly what that means to you and your business.

Silver Bookkeeping Package

Just starting out, but want to begin the right way.

monthly Investment starts at $297

Who it’s for:

This is perfect for small businesses that want to get started on the right path.

What’s included:

  • Categorization of up to 100 transactions
  • Support for up to 2 bank accounts
  • Month-end adjusting entries
  • Reconciliation of all accounts
  • Financial Statement Preparation
  • QuickBooks Online Subscription
  • Unlimited Email Support

Gold Bookkeeping Package

It's becoming real! This business is really growing.

monthly Investment starts at $797

Who it’s for:
If your business is consistently growing, this is the right package for you. 

What’s included:

  • Categorization of up to 250 transactions
  • Support for up to 4 bank accounts
  • Recording for up to two loans or fixed assets
  • Month-end adjusting entries
  • Reconciliation of all accounts
  • Financial Statement Preparation
  • QuickBooks Online Subscription
  • Unlimited Email Support
  • One-on-One Phone Support (up to 1 hour)
  • Accounts Payable Management Add-on Available*

Platinum Bookkeeping Package

The hustle is real! You are crushing your goals, but totally overwhelmed with the finances.

monthly Investment starts at $1,597

Who it’s for:
Your business is well established, but your bookkeeping isn’t.  You’re ready to take your growth to the stratosphere. Let’s go!

What’s included:

  • Categorization of up to 500 transactions
  • Support for up to 6 bank accounts
  • Recording for up to 4 loans or fixed assets
  • Month-end adjusting entries
  • Reconciliation of all accounts
  • Financial Statement Preparation
  • QuickBooks Online Subscription
  • Unlimited Email Support
  • One-on-One Phone or Zoom Support (up to 1 hour)
  • Accounts Payable Management Add-on Available*
  • Accounts Receivable Management Add-on Available**

Available Add-ons 

  • Full-service payroll
  • *Accounts Payable Management 
  • **Accounts Receivable Management

How Does It Work?

1. Choice

You can either choose the package that works best for your business, or have me customize a package just for you.  You can also choose add-ons.

2. Commitment

I’ll send you an engagement letter that outlines exactly what will happen and when, and an ACH form.  Payments will be automatic monthly.

3. Continue

Now the work begins!  I’ll send you an onboarding list so you know what paperwork and statements I need.  You’ll add me to your existing QuickBooks Online account (or I will set up new if that is chosen).  Onboarding time varies by business.