Services

    • Recording and categorizing transactions

    • Monthly reconciliations

    • Monthly or quarterly financial statements

    • Annual 1099 filings

    • Sales tax filings

    • Payroll recording

    • Customer Invoicing (Accounts Receivable)

    • Vendor Payments (Accounts Payable)

    • Inventory management

    • Job costing

    • Audit support

    • Quarterly call to review with me

    • Cash flow management

    • Budgeting and forecasting

    • Key metric (KPI) tracking and evaluation

    • Strategic guidance

    • Risk management

    • Monthly or quarterly strategy calls

Bookkeeping services are provided using Quickbooks Online.

Most services are priced as a monthly, flat fee package.

Pricing

Pricing is tailored to the unique needs of each customer based on the scope of work requested. To provide you with an accurate quote, we will discuss your needs together and I will review your books.

Clean up or Catch Up

Life gets busy, and it's easy for your books to fall behind. Or perhaps you've noticed issues in previous months that need correcting. It's a common challenge that many small businesses face at some point.

A clean up or catch up service will get you back on track, and make sure that you are ready for your tax or other reporting needs.

This service generally includes:

  • Cleaning up chart of accounts and products and services lists

  • Ensuring transactions from prior months are appropriately categorized

  • Cleaning up old accounts receivable (invoices) and accounts payable (vendor bills)

  • Reconciling all balance sheet accounts

  • Reviewing financial statements for accuracy

  • Reviewing and correcting issues with sales tax reporting

Hourly pricing rate of $115 per hour.

This one-time service helps get your books in order without a monthly commitment. It's a great way to experience my expertise firsthand, see how we work together, and set your finances on the right track.

The Compliance Package

Gain peace of mind knowing your bookkeeping essentials are covered, ensuring your business stays compliant with tax and regulatory requirements. This package includes:

  • Monthly transactions recording, reconciling, and financial reporting

  • Annual 1099 filings

  • Sales tax filings

  • Payroll recording

  • Detailed recording as needed (AP/AR, job costing, inventory management)

  • Monthly or quarterly financial statement review calls

  • Unlimited communication

Minimum $250 per month, price increases with volume and complexity of your business.

By maintaining accurate and up-to-date books, you'll avoid costly penalties, late fees, and errors during tax season, while also saving valuable time by outsourcing your bookkeeping tasks to a professional.

The Strategic Success Package

Unlock powerful financial insights and strategic guidance to drive growth, optimize cash flow, and confidently navigate your business toward success.

  • All services in the Compliance Package, plus

  • Cash flow management

  • Annual budgeting and monthly comparisons

  • Monthly or quarterly forecasting

  • Key metric (KPI) tracking and evaluation

  • Strategic guidance

  • Risk management

  • Monthly or quarterly strategy calls

  • Unlimited communication

Minimum $500 per month, price increases with volume and complexity of your business.

With expert financial planning and guidance, you'll make smarter decisions that reduce unnecessary expenses, optimize cash flow, and uncover opportunities for increased profitability.