Bookkeeping that tells your story and fuels your growth.

Monthly, quarterly, clean-up, and catch-up services tailored to your business.

Your books are the foundation of your business. Clean, accurate records help you understand your financial health, increase your profits, and prepare you for growth. Without them, opportunities can slip through the cracks. We help you take control of your numbers so you can move forward with confidence.

Our Approach

We take the time to understand your business and bring your books into alignment with your goals. Whether you are behind or just starting out, we meet you where you are and keep your books current month after month.

Service Options

  • Monthly Bookkeeping

    Ongoing support to record, categorize, and reconcile all your transactions each month so you always know where you stand. Financials delivered by the 10th every month.

  • Quarterly Bookkeeping

    Record, categorize, and reconcile all your transactions each month so you always know where you stand. Financials delivered by the 20th every month.

  • Clean-Up Services

    If your books have errors or inconsistencies, we clean and correct them to give you a fresh start.

  • Catch-Up Services

    If you have fallen behind on months or even years of bookkeeping, we help you get everything up to date quickly and accurately.

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How it Works

  • Initial Consultation and Assessment

    We begin with an introductory meeting to get to know each other, understand your business model, and discuss your specific bookkeeping and financial management needs. This step involves a detailed assessment of your current financial systems, bookkeeping practices, and any challenges you're facing.

  • Proposal and Agreement

    We provide a detailed proposal outlining the scope of services, deliverables, timelines, and pricing tailored to your business requirements. We discuss the proposal with you to ensure it meets your expectations and make any necessary adjustments.

  • Onboarding

    Once the proposal is finalized, we sign a service agreement that outlines the terms of our engagement, and confidentiality. We provide an overview of our bookkeeping processes, including how and when financial reports will be delivered, communication protocols, and how to submit documents and information to us.

  • Ongoing Support and Communication

    Following the onboarding, we establish regular check-ins to discuss your financials, any concerns, and adjustments to services as your business evolves. Our team remains available for any questions or additional support needed, ensuring a seamless and supportive partnership.

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 FAQs

  • Pricing is tailored to each business based on revenue, transaction volume, account complexity, and any industry-specific needs. Monthly bookkeeping packages start at $300. The great news is I cover your QuickBooks Online subscription, so that’s one less thing for you to worry about. During your consultation, we’ll evaluate your needs and recommend the package that fits your business best.

  • If you have consistent income and expenses, quarterly may be enough. If you’re growing quickly or need up-to-date numbers each month, we recommend monthly bookkeeping. We’ll help you decide during your consultation.

  • Clean-up focuses on correcting errors or inconsistencies in your existing records. Catch-up is about entering and reconciling transactions that were never recorded. We anticipate a bit of clean-up and catch-up during the onboarding process, but if your books are more than three months behind, that becomes a separate service. Pricing for this will be tailored based on the condition and complexity of your books.

  • We can catch up your books for as many months or years as needed. We’ll review your situation and recommend a timeline.

  • We do not prepare tax returns, but we work seamlessly with your CPA by providing clean, accurate financials that make filing easy and stress-free.