Your time is better spent serving clients, closing sales, and building your dream — not sorting receipts.
From making informed decisions to planning for growth, organized finances are the backbone of a thriving business.
Start Here
Get Help With Bookkeeping Cleanup Here...
Feeling stressed and unsure where to begin untangling the web of financial data.
Drowning in a sea of numbers and transactions.
Facing a looming tax deadline with disorganized records.
Behind on your bookkeeping for several months (or more).
Ideal for: Small business owners whose books have become overwhelming and need a fresh start.
EXPLORE MONTHLY BOOKKEEPING SERVICES HERE...
Seeking consistency and peace of mind with your financial records.
Managing your own books, but feeling uncertain about their accuracy.
Spending too much time on bookkeeping tasks—taking away from your core business activities.
Ideal for: Small business owners who want to stay on top of their books without the never-ending stress.
My monthly online bookkeeping services offer consistent support to ensure your financial records are accurate and up-to-date, giving you peace of mind and more time to concentrate on your business.
Every business is unique, so the pricing may vary based on our discussion during your discovery call.
You keep your books clean and compliant with ease — giving you confidence and peace of mind when tax time rolls around.
Unlimited Email Support: Get answers to your questions within one business day
Secure Client Portal: 24/7 access to your financial documents
Essential Financial Reports
Record and categorize up to 75 transactions
Reconcile up to 2 accounts to ensure accuracy
Start-ups and smaller businesses laying the groundwork for solid financial practices
MONTHLY
300
$
You see your business with clarity each month — turning bookkeeping into a tool for smarter decisions and steady growth.
Unlimited Email Support: Get answers to your questions within one business day
Secure Client Portal: 24/7 access to your financial documents
Essential Financial Reports
Record and categorize up to 150 transactions
Reconcile 3-4 accounts to ensure accuracy
Growing small businesses seeking streamlined financial processes
MONTHLY
500
$
You unlock premium bookkeeping care that helps you keep more of what you earn, relieves the pressure at tax time, and sets your business up for lasting success.
Option to Add AP/AR Management: Handle invoicing, bill processing, and payment tracking on your behalf
Monthly Status Call
Unlimited Email Support: Get answers to your questions within one business day
Secure Client Portal: 24/7 access to your financial documents
Essential Financial Reports
Record and categorize more than 150 transactions
Reconcile 5+ accounts to ensure accuracy
SMALL BUSINESSES REQUIRING MORE COMPREHENSIVE BOOKKEEPING SOLUTIONS
MONTHLY
750
$
Provide Legal Advice or Financial Audits
On-Site Bookkeeping
Full-Service Payroll
Prepare or File Taxes
Conversion from QuickBooks Desktop to Quickbooks Online
QuickBooks Online Setup
1099 Preparation
Cleanup or Catch-Up
Ready to get your books in order?
Cleanups typically average 4-6 weeks.
TURN AROUND TIME:
VARIES
Cleanups typically average $4,000-$9,000.
INVESTMENT:
VARIES
Whether you're months (or years) behind or dealing with disorganized records, this service is tailored to bring your books up to date and set the stage for accurate, stress-free financial management.
Financial Statement Preparation —
Generate up-to-date Profit & Loss, Balance Sheet, and Cash Flow statements.
Account Reconciliation —
Align bank and credit card statements with your records for accuracy.
Error Identification & Correction —
Detect and amend discrepancies or misclassifications in your financial data.
Transaction Recording & Categorization —
Input and classify past financial transactions to ensure completeness.
Chart of Accounts Review —
Assess and adjust account structures for optimal organization.
REVIEW & DELIVERY —
Present the cleaned-up books and discuss any findings or recommendations.
4
CLEANUP PROCESS —
Systematically update and correct your financial records.
3
DOCUMENT COLLECTION —
Gather necessary financial documents, including bank statements, invoices, and receipts.
2
DIAGNOSTIC REVIEW —
Discuss your specific needs and assess the scope of work.
1
Expect consistent updates and timely responses. I'll maintain regular communication to keep you informed and address any questions or concerns.
Expect consistent updates and timely responses. I'll maintain regular communication to keep you informed and address any questions or concerns.
I'll guide you through a seamless onboarding experience, collecting necessary information and setting up systems to ensure efficient collaboration.
You'll receive an engagement letter that includes the scope of work, timeline, and investment — providing a clear roadmap for our collaboration.
You'll receive an engagement letter that includes the scope of work, timeline, and investment — providing a clear roadmap for our collaboration.
Once approved, we'll proceed to the next step.
Once approved, we'll proceed to the next step.
Based on our discussion:
If Your Books are Up-to-Date and Accurate: You'll receive a tailored engagement letter within one business day, outlining services, timelines, and pricing.
If Your Books Need Catching Up or Cleaning Up: I'll conduct a complimentary diagnostic review of your current financial records to assess the scope of work needed.
Let's have a 15-minute chat to discuss your business needs and goals. This conversation will help determine the best path forward — whether it's ongoing monthly support or a one-time catch-up service.
Let's have a 15-minute chat to discuss your business needs and goals. This conversation will help determine the best path forward — whether it's ongoing monthly support or a one-time catch-up service.
You appreciate clear, responsive communication and prefer a bookkeeper who provides regular updates and is available to address your questions.
You value timely and accurate financial records and are committed to providing necessary information promptly.
You're currently using QuickBooks Online or are open to transitioning to it for streamlined, cloud-based bookkeeping.
Your annual revenue is $150,000 or more, you're generating consistent income, and you're ready to invest in professional bookkeeping to support your growth.
You operate a small service-based business.
You’re making decisions from data — not guesswork.
You feel confident, clear, and totally in control.
You’ve got hours back to prioritize clients, strategy, or rest.
Your accountant has everything they need — no scrambling.
Your numbers are clean, organized, and easy to understand.
You don’t know if you’re making money — or just staying busy.
You’re constantly questioning your decisions.
You’re wasting hours each week just trying to keep up.
You dread tax season like it’s a horror movie.
You’re knee-deep in spreadsheets and still not sure if they’re right.
Tired of bookkeeping headaches? Let's make them a thing of the past.
Rest easy knowing you’ve got two sets of expert eyes on your finances now—your bookkeeper and your accountant—no more flying solo or crossing your fingers at tax time.
With professional bookkeeping support, you can reclaim your time and focus on what you do best.
Don't let disorganized books hold you back.
You've poured your heart into building your business.