Our services and plans

Monthly Bookkeeping

Stay organized and stress-free with accurate, ongoing bookkeeping. I’ll track your income and expenses, reconcile your accounts, and ensure your financial records are clean, current, and ready for review. Perfect for small business owners who want reliable support every month.

Catch-Up & Cleanup

If your books are behind or messy, no worries — I’ll get them back on track. I specialize in cleaning months (or even years) of overdue records and organizing them into a structured, accurate system. No judgment, just results.

QuickBooks Setup

New to QuickBooks? I’ll set up your business account from scratch — including your chart of accounts, bank feeds, tax settings, and more. You'll walk away with a ready-to-use system customized to your business.

Financial Reports

Understand where your money is going with easy-to-read reports. I’ll provide monthly Profit & Loss, Balance Sheet, and Cash Flow statements so you can make informed business decisions and stay audit-ready.

Invoicing & Billing

Never miss a payment again. I’ll create and manage professional invoices and bills, helping you stay on top of what you’re owed and what you need to pay — all tracked accurately and delivered on time.

E-commerce Bookkeeping

Selling on Shopify, Amazon, or Etsy? I handle the unique challenges of e-commerce bookkeeping, including sales data, fees, returns, and tax-ready records. Let me keep your numbers clear while you focus on growing your store.

Plans

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  • For freelancers & small businesses who just need the basics.

    • Transaction categorization for Profit & Loss & tax filings

    • Monthly account reconciliation
      $350/month

  • For growing businesses that need deeper insights.

    • Everything in Starter

    • Complete financial reporting: P&L, Balance Sheet, Cash Flow, A/P & A/R

    • Monthly check-in call to review performance & improvements
      $550/month

  • For established businesses that need hands-on support.

    • Everything in Growth

    • Dedicated A/P & A/R management (invoices, bill pay, payment tracking)

    • Quarterly strategy session focused on scaling & profitability

    • Priority support
      $950/month