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delivering quality solutions for our clients
My financial advisory service offers expert guidance tailored to your unique needs,
ensuring strategic growth and sustainability.
Trust me to help you navigate complex financial landscapes with precision and confidence.
DIY Bookkeeping
Includes a one-to-one meeting to discuss your business needs and provide guidance on how to properly set up your business for success.
We will guide you on how to set up and organize your accounting records, typical business deductions many miss, guidance in understanding financial statements and more. Includes a free Business Startup Guide package.
Consulting Services
Services include consultation on key bookkeeping topics to help clients manage their own books using QuickBooks Online or the accounting system of their choice.
Catch-up or Clean-up Services
Services include catch-up and clean-up of financial records to prepare for tax filing for current and prior years.
Accounting Team Leadership Services
Services include coaching and mentoring your accounting team on best practices, workflows, and system optimization.
Ongoing Bookkeeping Services
Services include recording and reviewing income and expenses in your accounting system of choice, reconciling bank and credit card statements along with other balance sheet accounts, and preparing monthly financial reports.
- pricing
All packages can be tailored to fit your business needs
DIY Bookkeeping
Starting at
$175
One-time Fee
- One-to-one meetings
- What transactions to track, both income and expenses
- Set up and organize your accounting records
- How to read your financial statements
- Free Business Startup Guide
Basic Startups
$125
Monthly
- QuickBooks Online set up guidance
- What transactions to track, both income and expenses
- Connect and reconcile 1 bank or credit card account in QuickBooks Online
- Review of monthly transactions and what needs to be fixed to prevent future issues
Basic Monthly Bookkeeping
Starting at
$200
Per Month
- Bank and credit card account reconciliation for up to 2 accounts
- Monthly bookkeeping and transaction categorization
- Monthly P&L/Income Statement and Balance Sheet delivered by the 10th of the month
- Tax ready financial statements for your CPA
Mid-Tier Bookkeeping
Starting At
$1500
Monthly (depends on complexity of transactions)
- Everything in the Basic package
- Reconciliation of 3 bank or credit card accounts
- Cash Flow Forecasting
- Key Performance Indicators (KPI) Dashboard
Top Tier Bookkeeping
Starting At
$2500
Monthly (depends on complexity of transactions)
- Everything in the Mid-Range Package
- Full Controller lever support
- Custom budgeting and forecasting
- Tax preparation coordination with your CPA
