Services
Monthly Bookkeeping
Small business, freelancers, startups with low transaction volume. $190+
- Monthly transaction categorization (up to 50 transactions)
- Bank and Credit Card Reconciliations Up to 3 Account Each
- Basic Financial Statements (Balance Sheet and Income Statement)
- Expense Tracking
- Email support
- Cash Basis
Growing small business with moderate transaction volume $480+
- Monthly transaction categorization (up to 50 transactions)
- Bank and Credit Card Reconciliations Up to 3 Account Each
- Basic Financial Statements (Balance Sheet and Income Statement)
- Expense Tracking
- Email support
- Cash Basis
Business with complex accounting needs and higher transaction volume $980+
- Monthly Transaction Categorization (Up to 500 Transactions)
- Sales Tax Filing
- Budgeting and Forecasting
- Detailed Custom reports and KPIs
- Monthly Financial Review Meeting
- Unlimited Email, Phone, and Video Support
- Cash and Accrual Basis
Catch Up Bookkeeping
- Setup or clean up of your QuickBooks Online account
- Catch up on whole-year overdue bookkeeping
- Deliver timely revised financial statements
- Eliminate errors on your books
- Track and reconcile all transactions meticulously
Something else
Not every business needs monthly bookkeeping, sometimes a quarterly check-in is all it takes to stay confident your records are accurate and ready for tax season. Or you might just need a one-time consultation to walk through a specific question or concern.
Either way, I’m here to make the process easier. Let’s set up a quick 15-minute call to see what you’re working on and how I can support you moving forward.
Book a Call
Certified QuickBooks Pro Advisor
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