Bookkeeping Services That Let You Breathe Easy
🧾 You didn’t start your business to manage receipts and reconcile bank statements. I did.
Here’s how I support you so you can focus on your work — not your books.
essentials plan
Starting at $200/month up to 6 hours.
Just getting started, need basics handled.
Monthly categorization (up to 100 transactions)
Bank & credit card reconciliations (up to 2 accounts)
Receipt capture & organization
Monthly financial reports (P&L + Balance Sheet)
Monthly close checklist
Email support
Additional hours $45/hr. or upgrade to the next level
core plan
Starting at $350/month up to 10 hours.
A bit more activity, need more support.
Everything in Essentials, plus:
Reconciliation of up to 4 accounts
Up to 200 transactions
1 Zoom check-in (30 min)
Accounts Receivable (AR) tracking
Monthly Loom video summary
Zoom/email access (response time within 48 hrs)
Additional hours $45/hr. or upgrade to the next level.
premium plan
Starting at $500/month up to 14 hours.
Ready for full bookkeeping support.
Everything in Core, plus:
Reconciliation of up to 6 accounts
Up to 300 transactions
Accounts Payable (bills) and Accounts Receivable (invoices) tracking
Client portal access
Custom Chart of Accounts setup (if needed)
Includes up to 2 hrs./month for minor corrections & cleanup beyond standard bookkeeping
Additional hours $45/hr.
🛠️ One-Time Projects
One-time projects are a great way to start fresh or fix what’s not working. Let’s get your books where they need to be.
✅Bookkeeping Cleanup
$50/hour — estimate provided after review
If your books are messy or inaccurate, we’ll clean them up so they’re ready for reliable monthly reporting. We’ll correct transactions, reconcile your accounts, and organize everything so your books are accurate going forward.
✅ QBO Setup
Starting at $300
Let’s get your QuickBooks Online account set up the right way.
Includes chart of accounts, bank feeds, and custom settings based on your business needs.
(Final price based on number of accounts & complexity.)
✅ Historical Catch-Up
Custom pricing based on months & volume
Behind on your books? I’ll help you catch up month by month so you can feel confident moving forward with clean, accurate records.
🤝 Ready to Get Started?
Book your free 20-minute discovery call to talk through your business needs and get the right fit. Each package can be customized to fit your business.
📌 Final pricing confirmed after your free discovery call.
