Simple plans. Flat monthly pricing.

Monthly bookkeeping starts at $275. After your free checkup, you get a flat quote — no hourly surprises.

Catch-up & Cleanup

Custom quote


Bring 3–12 months of books current and fully reconciled.



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MOST POPULAR

Monthly Essentials


Starting at

$275 / month


Categorizing, reconciliations, monthly P&L and balance sheet.

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Monthly Premier

Custom quote


Essentials plus bills, invoicing, payroll coordination and a monthly review call.

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Year-end Tax Package

Custom quote


Tax-ready books and reports, sent straight to your CPA.


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Process Overview

Initial Consultation

I start by scheduling an initial consultation to discuss your business needs and goals. During this meeting, I'll assess your current financial situation and identify areas for improvement.

Customized Plan

Based on my assessment, I'll develop a customized plan tailored to your specific needs and objectives. Whether you need help with day-to-day bookkeeping tasks or more strategic financial planning, I'll create a plan that works for you.

Implementation

Once the plan is in place, my team will get to work implementing it. This may involve setting up accounting software, organizing financial records, or conducting a thorough cleanup of your books.

Ongoing Support

My services don't stop once the initial plan is implemented. I provide ongoing support and guidance to ensure your finances stay on track. Whether you have questions about your financial reports or need assistance with tax preparation, I'm here to help.