Explore My Services
Explore my range of services designed to help you move forward with confidence, wherever you're headed next.
Monthly Bookkeeping Packages
Simple, reliable bookkeeping — with a clear path forward.
I offer flat-rate monthly packages designed for sole proprietors and small businesses that want consistent, accurate financials without surprises.
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Essential bookkeeping to keep your books accurate and up to date.
Includes:
Monthly transaction categorization
Bank and credit card reconciliations
Monthly Profit & Loss report
Secure document sharing
Email support during business hours
Best for:
Small, straightforward businesses with lower transaction volume. -
Ongoing bookkeeping with added review and clarity.
Includes everything in Foundations, plus:
Balance Sheet report
Monthly review for accuracy and consistency
QuickBooks Online support
CPA-ready books
Best for:
Growing businesses that want confidence in their numbers month to month. -
Comprehensive bookkeeping support for businesses that rely on their financials.
Includes everything in Guided, plus:
Support for higher transaction volumes
Priority email support
Quarterly financial review summary
Coordination with your CPA or tax preparer, as needed
Best for:
Established small businesses and S-corps that need dependable, hands-on bookkeeping.
One-Time & Add-On Services
For businesses that are behind or need corrections.
Review and correction of prior months
Reconciliations completed
Clear summary of work performed
Pricing is quoted based on scope.
New account setup
Chart of Accounts tailored to your business
Bank and credit card connections
Best-practice settings
We can help ensure your independent contractors are properly tracked and reported. This service includes:
W-9 collection,
Year-end 1099 preparation
1099 electronic filing