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Online Bookkeeping Services
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Essentials
Categorized transactions for P&L and Schedule C reporting
Bank and credit card reconciliation to ensure accuracy and detect errors
Monthly Profit & Loss statement
Quarterly business review to reflect, realign, and plan ahead
$350
Per Month
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Growth
Everything in Essentials, plus:
Monthly business review to track progress and adapt in real time
Annual financial presentation for strategic insights
Financial Statement Management of Profit & Loss, Balance Sheet, Accounts Payable, and Accounts Receivable
$600
Per Month
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Ultimate
Everything in Growth, plus:
Custom reporting tailored to your evolving business goals
Full-service A/P and A/R management: bills created, invoices issued, payments tracked
Cash flow summaries to support confident decision-making
$1,200
Per month
A la carte add-on services are available for one-time projects or specific needs, with flexible options tailored to your business
Do you have questions?
Let’s explore what your business needs most. Together, we’ll find the right level of support so you can move forward with clarity and confidence.
FAQs
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I offer a flat-rate fee based on your business needs. Let’s discuss your specific requirements during a discovery call to determine the best package.
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Absolutely! My packages are flexible. During the discovery call, I’ll assess your business needs and customize a plan that works for you.
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I specialize in QuickBooks and am a QuickBooks Online Certified ProAdvisor. My remote, cloud-based services provide secure document uploads and easy access to your financial records.
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No worries! I can help clean up any messy transactions or inaccurate records from the past to get you back on track.
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I do not provide tax preparation services, but I’m happy to work with your tax professional to ensure your books are ready for tax season.
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There’s no long-term commitment. I offer a 30-day cancellation policy with written notice, giving you flexibility as your business evolves.