As someone who’s self-employed, you already have enough things on your to-do list. One of those tasks? Staying up to date on your bookkeeping so you know where you’re at financially each month. Who knew running a business would require so much expense tracking?

Let me take that task off your plate. Not only will you save yourself time and energy, you’ll also be able to make better financial decisions with clear reports telling you exactly where your money is coming from and going to.


Dedicated to helping business owners stress less & profit more.

Monthly Bookkeeping

investment DETAILS +

Monthly Bookkeeping

investment DETAILS -

Starter

  • Up to 3 bank, credit card, and payment processor accounts
  • Up to 150 financial transactions per month

Starting at $350 /mo 

Intermediate

  • Up to 7 bank, credit card, and payment processor accounts
  • Up to 250 financial transactions per month

Starting at $450 /mo 

Advanced

  • More than 7 bank, credit card, and payment processor accounts
  • More than 250 financial transactions per month

Starting at $600 /mo 

included in every package

  • Organized and up-to-date bookkeeping on a monthly basis 
  • Clean and simple reports sent to your inbox
  • Email support for any questions you have throughout the month
  • Collaboration with your CPA 
  • Peace of mind knowing your bookkeeping is in good hands

customize your package with these add-ons

  • Annual budget set up
  • Monthly/quarterly video walkthrough of financial reports
  • Monthly/quarterly strategy calls
  • Payroll set up and/or processing

client interest form

Get your bookkeeping done for you so you can focus on the revenue-generating areas of your business.

Mid-Year Catch Up

what's included

  • Quickbooks account setup (if needed)
  • Organized and up-to-date bookkeeping for the period
  • Clean and simple reports sent to your inbox
  • Loom video walking you through your financial reports for a clear understanding of what's happened with your money over the period

  • Quickbooks account setup (if needed)
  • Organized and up-to-date bookkeeping for the year
  • Clean, tax-ready reports sent to your inbox
  • Loom video walking you through your financial reports for a clear understanding of what's happened with your money over the last year


Get your bookkeeping caught up for 2024 so you have accurate and up-to-date reports for a fresh start moving forward.

client interest form

investment
6 months: $1,200 - $2,000 

investment: $1,200 - $2,000 / 6 mos

timeline: 1 week

An opportunity for you to get answers to all of your bookkeeping Qs!

During this call, we can discuss any/all of the following:

  • How to do your own bookkeeping
  • Reconciling your accounts
  • What the best bookkeeping system would be for you specifically
  • Preparing for taxes
  • Paying yourself
 
...and any other questions you have related to bookkeeping for your business!

schedule a call

Q+A Call

investment
$297 / hr

investment: $297 / hr

Not ready to hire me yet?

Shop the DIY resources.

income + expense tracker

Ultimate bookkeeping guide

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