Pricing & Services
Simple, transparent, and built to support your business as it grows.
Bookkeeping
Accounting & Reporting
On-time financial statements in a clear, easy-to-understand format.
Starter
For solo owners and small businesses who need clean books and clear monthly reporting
Starting at $500 /mo
- Monthly bookkeeping
- Monthly reconciliations
- Profit & Loss and Balance Sheet
- Simple cash flow overview
- Email support
Growing Business
For businesses with employees, multiple vendors, and more moving parts.
Starting at $1000 /mo
- Includes everything in Starter, plus:
- Payroll setup + ongoing payroll management
- Accounts payable support (help paying bills, organizing vendors)
- Sales tracking + deposits accuracy check
- Monthly review call to go over numbers
- Customized reporting tailored to your business
- Priority email + message support
Established Business
For companies needing deeper insight and hands-on support. Includes Growing, plus:
$2000+ /mo
- Includes everything in Growing, plus:
- Advanced financial dashboards + insights
- AR tracking (monitoring outstanding payments, sales channels, etc.)
- Budgeting and forecasting
- Owner advisory meetings (monthly or quarterly)
- System and workflow optimization
- Collaboration with your CPA during tax season
- Priority scheduling and support
- Extra Services
Cleanup or Catch-up Projects
Payroll-Only Services
Custom Dashboards
Quarterly Advisory
Budgeting & Forecasting
Receipt/Document Management Setup
Pricing is based on the complexity of your financial activity — number of vendors, employees, sales channels, accounts, and reporting needs. After a short discovery call, I’ll provide a customized quote that fits your business.
No. All services are month-to-month. My goal is to earn your trust through clear communication, accurate books, and real value.
Absolutely. I regularly coordinate with CPAs during tax season to make sure your books are clean, complete, and easy for them to work with.
I use modern, cloud-based tools like QuickBooks Online, Gusto payroll, and restaurant integrations. If you’re using different tools, I can help evaluate or transition your setup.
I offer one-time cleanup and setup projects as well. Book a call and I’ll walk you through the process and give you an upfront estimate.
No problem at all — that’s extremely common. I can catch everything up, clean the accounts, fix errors, and get your books current before moving into monthly service. We’ll review what needs attention during the discovery call.
Yes. I’ll handle the transition from your old provider or software, including setting up a clean Chart of Accounts, reconnecting bank feeds, and organizing prior-year balances. My goal is to make the switch smooth and stress-free.