Free Consultation Call (15 Minutes)
I've spent the last 5 years doing bookkeeping for hundreds of businesses through QuickBooks Live (now called Intuit Expert Bookkeeping). Now I work directly with business owners to keep their books accurate, organized, and up to date.
Initial Setup & Catch-Up
Who it's for: For businesses that need help getting their books organized, caught up, or properly set up.
Pricing: $250 minimum (includes up to 5 hours) | $40/hour thereafter.
Details: We review your books and complete any cleanup, catch-up, or initial setup needed to get everything on track.
Level 1
Who it's for: Best for newer or low-volume businesses that need consistent, reliable bookkeeping.
Pricing: $200/month.
Capacity: Up to 4 accounts | Up to 100 transactions/month.
Includes phone/email support
Level 2
Who it's for: Designed for growing businesses with increasing activity that need more hands-on bookkeeping support.
Pricing: $350/month.
Capacity: Up to 6 accounts | Up to 200 transactions/month.
Includes phone/email support
Level 3
Who it's for: For established businesses that need higher capacity and closer attention.
Pricing: $500/month.
Capacity: Up to 8 accounts | Up to 300 transactions/month.
Includes phone/email support
01. The Intro Chat
We’ll hop on a quick call to talk about your business, where your books currently stand, and what headaches you’re ready to hand off. No pressure, just a straightforward conversation.
02. The Cleanup & Setup
I’ll securely connect to your accounts, review past records, and clean up any backlog so we’re starting with a completely accurate baseline.
03. Monthly Maintenance
Every month, I handle the heavy lifting behind the scenes—categorizing transactions, reconciling statements, and keeping your books accurate and audit-ready.
04. Clarity & Reports
You’ll receive clean, easy-to-understand financial reports each month, giving you total visibility over your cash flow and freeing you up to focus on growing your business.