One step closer to bookkeeping freedom.

Imagine yourself with more time to do the things you love. Perhaps catching your kids baseball game on a weeknight, grabbing a drink with friend at happy hour or even that weekend getaway with your spouse. You've put in the long hours to get your company to this point and you've earned it. It's time to put your energy where it has the most impact.

You'll never feel out of the loop when it comes to your finances. Our relationship will feel more like a partnership. I work with only a select group of clients so that I provide the highest quality bookkeeping services. 

BasE Package

Every business is unique and prices will vary. Fee increases based upon number and complexity of transactions. This is my base fee.

  • import data from bank and classify
  • reconcile bank accounts
  • prepare monthly financial statements 
  • unlimited monthly email support
  • monthly 30 minute phone or video conference check in
  • starts at $250 per month
  • Xero or Quickbooks Online subscription included in monthly fee

Additional Services

  • historical clean up
  • accounts receivable management
  • accounts payable management
  • sales tax reporting
  • payroll processing through 3rd party provider
  • budget forecasting
  • new business setup