Services
Get clarity and confidence in your business finances. With my expert bookkeeping, you receive more than just accurate records. I provide the financial insights you need to spot opportunities, improve cash flow, and make decisions with total confidence. Partner with me to handle the numbers, so you can get back to what truly matters—leading and growing your business.
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Description text goes herePrice: $300/month
Perfect for: Sole proprietors and new startups who need solid financial foundations.
Includes:
Monthly bookkeeping & bank reconciliation
Profit & Loss and Balance Sheet preparation
Quarterly business review calls
Secure document portal.
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Description text goPrice: $600/month
Perfect for: Established small businesses ready to scale.
Includes:
Everything in The Essentials, PLUS:
Management of Accounts Payable & Receivable
Monthly financial analysis & insights report
Dedicated monthly strategy calles here
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Price: Starting at $1,200/month (Customized Quote)
Perfect for: Businesses needing high-level strategic financial direction.
Includes:
Everything in The Growth Partner, PLUS:
Advanced cash flow forecasting & budgeting
KPI (Key Performance Indicator) tracking
Tax planning & strategy
Bi-weekly advisory sessions
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Price: 75%/month of the package selected
Perfect for: Businesses 3+ months behind, new clients, pre-tax season cleanup, or after a period of rapid growth.
What I Fix: Uncategorized transactions, unreconciled accounts, messy chart of accounts, and more.
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Because every clean-up project is unique, we provide a custom, fixed-price quote after a free discovery session. This means no surprise hourly bills—you'll know the exact investment before we begin.
Typical projects often range from $750 - $3,000+, depending on the number of months and complexity. The best part? This one-time investment sets you up for affordable, stress-free monthly bookkeeping moving forward.
Contact us
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