Monthly Services

Good - Essentials

  • Monthly transaction categorizing

  • Account reconciliations

  • Standard financial reports
    (P&L & Balance Sheet)

  • Starting at $300 / month

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Better - Growth

  • Everything in Good - Essentials

  • Receipt management + small cleanup corrections

  • Monthly review call to go over your numbers

  • Quarterly “state of the books” recap

  • Starting at $600 / month

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Best - Elite

  • Everything in Better - Growth

  • Custom reports built around your business needs

  • Invoicing and bill-pay support

  • Quarterly coordination with your CPA to keep tax prep smooth

  • Starting at $1,200 / month

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Add Ons

  • Clean Up

  • Payroll

  • Accounts Payable

  • Accounts Receivable

  • Budgeting

  • Audit Support

  • Tax Prep Support

  • Pricing Varies

HR Support

  • New Hire Setup / Onboarding

  • Employee File Maintenance

  • Time Tracking Setup

  • Job Description Templates

  • Policy / Handbook Creation

  • Benefits Administration

  • 401K Administration

  • HRIS Support

  • Performance Management

  • Pricing Varies

My Services

Comprehensive Bookkeeping & HR Services

HR and finance go hand-in-hand. Your people decisions affect your financial health, and your financial systems support your people.

Consultation

Support for your books, care for your team.

  • Accurate, Up-to-Date Financial Records

    You never have to worry about messy spreadsheets, missing receipts, or inconsistent numbers again. I keep your books updated regularly, ensuring every transaction is properly recorded and reconciled.

  • Stress-Free Compliance

    Stay fully compliant with tax requirements and financial reporting standards. Organized records reduce the risk of penalties, mistakes, and last-minute tax season pressure.

  • Clear, Monthly Financial Reports

    Get professional financial statements every month, including Profit & Loss and Balance Sheet. These reports help you track progress, spot trends, and plan ahead with confidence.

  • HR Support That Reduces Errors

    Manual HR processes can lead to missing paperwork, compliance issues, and costly mistakes. Structured HR systems keep employee records organized, ensure forms are accurate.

  • Scalable Support as Your Business Grows

    Whether you’re a one-person startup or an expanding company, my services grow with you. From simple monthly bookkeeping to full accounting support, I will adapt to your needs.

  • Polished + Service-Oriented

    If a need goes beyond my services, I’ll guide you to reliable resources so you’re never left without support.

The Process

  • An iPhone with a colorful home screen displaying various app icons, placed next to a partially visible silver MacBook keyboard on a white surface.

    Step 1 - Contact Me

    Call, email, inquire online, or schedule an online consultation with me. The initial meeting will focus on your business, your current processes, and your needs. Flexible meeting times available in person or online via Zoom.

  • Desk setup with open notebook, pen, laptop displaying social media, and various items including a mug, vase of flowers, and a small jar on a wooden tray.

    Step 2 - Assess & Quote

    I will review your current processes and business needs to develop a quote that is simple and straight-forward. Fees for one-time projects, setup, and recurring monthly services will be provided for your review.

  • Close-up of two people shaking hands against a brick wall background.

    Step 3 - We Work Together

    A client agreement, timeline, and next steps are created. We simplify your finances and bookkeeping so you can focus on your business and your clients.