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My Promise
When we work together, here is what you'll get:
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Accurate Financials
Clarity in Numbers
Tax Ready Books
On a monthly or quarterly basis (your choice!), I will maintain accurate records so that you always have a clear picture of where your business stands.
You'll receive report packages that include an Income Statement, Balance Sheet and Cash Flow Statement. We'll break down these numbers so that you understand what they mean.
We'll ensure that your books are ready for your tax pro at year-end. Let them know that we tie every Balance Sheet line to a source document, and watch their eyes light up!
Set-up, Catch-up and Clean-up
Whether you’re just starting out, switching systems, or trying to untangle a backlog of transactions, you’re in the right place. This service is designed to meet you exactly where you are and get your bookkeeping on solid ground—no shame, no stress, just a fresh start.
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Set-Up:
New to bookkeeping or never had a proper system? I’ll get you up and running in Xero or QuickBooks Online. If you’re not sure which one is best for you, I’ll walk you through the pros and cons of each and help you choose the right fit for your business. I’ll customize your chart of accounts, connect bank feeds, and make sure everything is set up to work smoothly moving forward.
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Catch-Up:
Behind on your books? You’re not alone. I’ll bring everything up to date—whether it’s a few months or a few years of back work. I’ll enter and reconcile all past transactions so you can finally see accurate reports and feel confident in your numbers.
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Clean-Up:
If your books are technically “done” but things just don’t look or feel right, it may be time for a clean-up. I’ll review your records, identify and fix errors, reorganize your accounts, and make sure everything is accurate and aligned with best practices.
No matter where you're starting, I’ll handle the heavy lifting so you can move forward with clarity and confidence.
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Pricing varies based on your specific situation.
On-Going Bookkeeping Maintenance
Once your books are in order, keeping them that way is key. My on-going bookkeeping service is designed to give you consistent, reliable support, so you can spend less time worrying about your finances and more time focusing on your business.
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Whether you need monthly or quarterly bookkeeping, I tailor the service to fit your specific needs and goals. Some clients want simple categorization and reconciliations; others want more robust reporting, regular check-ins, or help tracking specific performance indicators. Whatever your comfort level with numbers, I’ll meet you there.
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Here’s what ongoing maintenance typically includes:
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Transaction categorization and bank/credit card reconciliations
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Monthly or quarterly financial reports (Profit & Loss, Balance Sheet, etc.)
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Regular check-ins or email summaries to keep you in the loop
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Quick responses to your questions—no waiting around or guessing
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Notes or suggestions when something looks off or deserves your attention
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Your books won’t just be accurate, they’ll be meaningful. I focus on clarity and communication, so you always know what’s going on behind the scenes.​
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Starting at $300 per month
Strategic Planning & Advisory
Bookkeeping is about more than just staying organized—it’s about understanding your numbers so you can make confident, informed decisions. This service is for business owners who want more than reports; they want insight, strategy, and support as they grow.
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Whether you're preparing for a seasonal shift, thinking about hiring, wondering if your pricing makes sense, or just feeling unsure about where your money is going, I’m here to help you look at the bigger picture.
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I take your real, up-to-date financial data and help you use it to:
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Understand what's working—and what’s not
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Make smarter, more strategic decisions
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Spot trends, plan for cash flow, and avoid surprises
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Set financial goals (and track progress toward them)
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Feel more confident talking about money and running your business​
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We’ll start by reviewing your financial reports together—in plain English. I’ll explain what the numbers mean and help you interpret the story they’re telling. Then, depending on your needs, we can build out a budget, forecast cash flow, or create a plan tailored to your priorities.
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Think of this as a collaborative, judgment-free space to ask questions, explore ideas, and start thinking like a CFO (without needing to be one).
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Starting at $700 per month