Monthly Bookkeeping Services
Good
Essentials
Monthly transaction categorizing
Account reconciliations
Standard financial reports
(P&L & Balance Sheet)Starting at $300 / month
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
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 $900 / month
Add Ons
Clean Up
Payroll
Accounts Payable
Accounts Receivable
Budgeting
Audit Support
Tax Prep Support
Pricing Varies
HR Support
New Hire Setup / Onboarding
Time Tracking Setup
Job Description Templates
Policy / Handbook Creation
Benefits Administration
401K Administration
HRIS Support
Performance Management
Pricing Varies
Ongoing Support
Is your business small enough that you’re comfortable handling the bookkeeping yourself? If so, that’s a great place to be. I fully support business owners who are willing and able to manage their own books.
That said, even hands-on owners sometimes need guidance. If you’d benefit from training, check-ins, or help navigating specific questions or issues, I’m here to support you as needed, without taking over your entire bookkeeping process.
Ongoing support is billed at an hourly rate or flat fee. Send me a message to learn more about pricing.
Not ready for full-service bookkeeping?
I offer quarterly bookkeeping at 75% of the monthly rate. This option is great for businesses that don’t need monthly reports but still want their books cleaned up and fully reconciled each quarter.
*final quote depends on account volume and complexity.
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.
Support for your books, care for your team.
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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.
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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.
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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.
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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.
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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.
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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
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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.
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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.
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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.