Services & Investments

One-Time Investment

  • QuickBooks Online Setup

starting at $350

A refined QuickBooks Online setup designed to bring structure, clarity, and ease to your financial systems from the start. This service includes the thoughtful organization of your account settings, chart of accounts, connected banking, customer and vendor records, products and services, and essential workflows so your books are prepared to support consistent, accurate bookkeeping with a stronger foundation.

  • Bookkeeping Cleanup

starting at $500

A thoughtful reset for businesses that need their books brought back into order. This service focuses on reviewing past records, correcting errors, reconciling accounts, and organizing overdue bookkeeping so your financials are accurate, current, and ready to support better decisions.

  • Onboarding

    starting at $400

    The onboarding process is designed to create a seamless transition into bookkeeping services by reviewing your existing systems, establishing efficient workflows, and ensuring your books are prepared for accurate ongoing support. Depending on scope, onboarding may include a review of your bookkeeping file, QuickBooks assessment, account and software connection checks, chart of accounts review, workflow setup, document organization, and an onboarding consultation.

Monthly Investment

  • Essential Bookkeeping

    starting at $350/mo

    For newer or smaller businesses that need accurate monthly bookkeeping and dependable financial reports.

    Included

    • Monthly transaction categorization

    • Bank and credit card reconciliations

    • Monthly Profit & Loss and Balance Sheet

    • QuickBooks review for accuracy

    • Monthly email support

    • Monthly financial summary

  • Signature Bookkeeping

    starting at $700/mo

    For growing businesses that need more support, stronger reporting, and a structured monthly close.

    Included

    • Everything in Essential

    • Support for higher transaction volume

    • Review of uncategorized and unusual transactions

    • Accounts receivable tracking

    • Accounts payable tracking

    • Month-end close process

    • Custom monthly reports

    • One monthly check-in call

    • Ongoing QuickBooks support

  • Premium Bookkeeping

    starting at $1000/mo

    For established businesses that want a proactive bookkeeping partner and deeper financial visibility.

    Included

    • Everything in Signature

    • Support for larger transaction volume and multiple accounts

    • Class or location tracking

    • Trust accounting/IOLTA tracking

    • Retainer management

    • Monthly financial review meeting

    • Cash flow reporting

    • Vendor and customer account review

    • Coordination with your CPA or tax preparer

    • Detailed month-end review and reporting insights

Book Free Consultation
Book Free Consultation

What it looks like to work together

1. Initial Consultation

We discuss your business, your current bookkeeping needs, and where support is needed most.

2. Review and Onboarding

I review your current systems and begin organizing the foundation for accurate, dependable bookkeeping support.

3. Ongoing Support

Your books are maintained consistently each month so you can feel more organized and confident in your business finances.

A More Tailored Approach for Service-Based Businesses


Businesses with more complex workflows, multiple revenue streams, or specialized financial requirements benefit from bookkeeping support that is structured, thoughtful, and tailored to their operations.

Designed to support:

  • Legal practices and attorneys

  • Therapists and private practices

  • Salon and beauty professionals

  • Coaches and consultants

  • Property managers

  • Creative and digital agencies

  • Publishers and authors