My Services

Every business is different and unique, so the pricing and services may vary, depending on things like the size of your business, transaction volume, number of accounts, services needed and more. That is why I always start with a complimentary discovery call, so we can take a closer look at your business, your pain points and come up with a customized pricing as well as a plan tailored specifically to your needs.

MONTHLY PACKAGES START AT $350/MONTH

QUARTERLY PACKAGES AVAILABLE upon request


  • Diagnostic Review - thorough evaluation of existing records followed by a detailed report of findings and recommendations
  • Clean-up/Catch-up - whether you just need some catching up to do, or your books are a real mess; price varies based on the extent of cleaning/catching up to do 
  • QBO Setup
  • Accounts Receivable Management
  • Accounts Payable Management
  • Assisted Payroll using Gusto
  • Sales Tax
  • Annual 1099 filing
  • monthly Quickbooks Online subscription
  • receipt management
  • categorization of income and expense transactions
  • bank/credit card reconciliations
  • financial reports delivered and thoroughly explained every month
  • monthly Zoom meeting 
  • unlimited communication and e-mail support

MONTHLY BOOKKEEPING includes:

ADDITIONAL SERVICES

DIY Support Plan*

FAQ

Do you offer tax preparation services?

I do not offer tax preparation services at this time, but I will gladly prepare everything your accountant needs for seamless tax filing.

What if I am located in a different state?

Not a problem! I provide bookkeeping services entirely remotely using QBO which is a cloud based accounting system, and hold the monthly calls via Zoom, or phone call, as requested by the client.

What if I am not currently using QBO?

As a QBO ProAdvisor, I will be more than happy to either set you up from scratch with a correct subscription, or help you make the switch.


  • QBO Setup
  • QBO training
  • Quarterly Check-in - meeting to answer questions (or ongoing email support)
  • Quarterly Check-up - diagnostic every quarter

    *customized based on your needs; price varies

“Efficiency is doing better what is already being done”

— PETER F. DRUCKER

Questions before getting started? Get in touch.