Our Services
Ready to take the next step towards success?
Book a call with me today for a personalized consultation, where I listen to your unique needs and guide you on the path to achieving your goals.
Essentials Package
Starting at $350
Perfect for small business owners just starting out who want simple, reliable bookkeeping.
-
I’ll ensure all your income and expenses are properly categorized and matched to your bank and credit card statements, so your books are accurate and up to date.
-
Each month, you'll receive clean, professional financial statements (Profit & Loss and Balance Sheet) that give you a clear picture of your business performance — no accounting jargon, just clarity.
-
Choose a live call or a personalized recorded video where I walk you through your reports, highlight important insights, and answer any questions — so you always know what’s going on with your money.
-
When tax time rolls around, you’ll have everything organized and ready to hand off to your tax preparer, including a year-end summary and reconciled books.
Growth Package
Starting at $500
Ideal for established business owners ready to scale with financial clarity and strategy.
-
I’ll keep your books clean and up to date, handling a higher transaction volume and more complex account activity, so nothing slips through the cracks. -
In addition to standard reports, I provide simple, tailored commentary on what’s changing in your business — helping you understand trends, spot opportunities, and stay ahead of issues.
-
A dedicated call to review your numbers, discuss business goals, and explore financial strategies. This time is all about helping you make data-driven decisions and grow with confidence.
-
When tax time rolls around, you’ll have everything organized and ready to hand off to your tax preparer, including a year-end summary and reconciled books.
Annual Cleanup
Price varies based on diagnostic review first
Perfect for business owners who have fallen behind and need to get caught up fast.
Catch-up categorization and reconciliation for the year
Whether it's a few months or a full year of backlogged bookkeeping, I’ll sort, organize, and reconcile your financial data to bring your books fully up to date.Detailed year-end financial statements
You'll receive clean, accurate Profit & Loss and Balance Sheet reports for the year — professionally prepared and ready to support tax filing, loan applications, or internal decision-making.One-on-one review of your financials
We’ll meet to go over your cleaned-up reports, answer questions, and make sure you understand the numbers so you can move forward with confidence and clarity.
Free Consultation
Free Consultation
Diagnostic Review
A one-time deep dive into the health of your books.
Not sure where your finances stand? This service provides a detailed review of your current bookkeeping and accounting setup. I’ll identify errors, gaps, or inefficiencies and provide a clear summary of what’s working — and what needs attention.
Includes:
Review of financial reports, chart of accounts, and bank reconciliations
Summary of findings with actionable recommendations
Optional proposal for cleanup or ongoing services
Perfect for business owners who want clarity before making financial decisions or switching bookkeepers..
Contact
Interested in working together? Book a Discovery call and we will be in touch shortly. We can’t wait to hear from you!