Bookkeeping that fits your business.
Monthly services at flat rates.
No surprises.
Every ongoing engagement is a monthly retainer with prices based on your transaction volume, number of accounts, and the complexity of your books. You know what you’re paying before the month starts.
Every engagement is also maintained with audit-readiness in mind — clean records, documented transactions, and organized files that hold up to scrutiny. If you’re ever facing an IRS inquiry, bank due diligence, or grant compliance review, your books will be ready.
Monthly Bookkeeping Services
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From $500/month
Up to 75 transactions per month
1 bank account + 1 credit card
Monthly Profit & Loss and Balance Sheet
QuickBooks Online or Xero bank feed maintenance
Best for: sole proprietors and early-stage businesses
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From $700/month
Up to 150 transactions per month
Up to 3 accounts
Accounts receivable and payable review
Monthly financial reports
Quarterly CPA-ready package
Best for: growing businesses with multiple revenue streams
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From $950/month
150+ transactions per month
4+ accounts
Payroll integration
Monthly review call included
Priority response
Running payroll is not included, but if you have payroll integrated, it adds complexity to managing your books.
Best for: established businesses with complex or high-volume needs
Need help deciding which plan fits?
Get in touch and we’ll figure it out.
Add-On Services
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+$75/month to Starter Plan
+$150/month to Standard Plan
A 30-minute video call to walk through your P&L, key metrics, and financial health.
Included in the Advanced plan.
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+$100 annually
Year-end reports, trial balance, 1099 recipient list, and organized file delivery directly to your CPA.
Included in Standard and Advanced Plans
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Priced on engagement
An assessment of your bookkeeping processes and financial workflows to identify gaps, weaknesses, or vulnerabilities before they become findings. Details discussed on discovery call.
Want more details?
Book a discovery call now.
One-Time Services
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Your books are behind but not broken.
A catch-up project gets your records current: transactions entered, accounts reconciled, reports ready.
Start with a clean slate.
Catch-up is billed hourly with a minimum equivalent to one month’s retainer which will be credited toward your first month if you continue as an ongoing client.
From $500
Up to 75 transactions per month
1 bank account + 1 credit card
From $700
Up to 150 transactions per month
Up to 3 accounts
Accounts receivable and payable review
From $950
150+ transactions per month
Multiple accounts
Payroll
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Something went wrong somewhere.
Maybe your books were set up wrong from the start, accounts don’t reconcile, or expenses were miscategorized for months. Clean-up work goes deeper: finding what’s wrong, correcting it, and rebuilding your records into something accurate.
Clean-up is billed hourly with a minimum equivalent to one month’s retainer, which will be credited toward your first month if you continue as an ongoing client.
From $500
Up to 75 transactions per month
1 bank account + 1 credit card
From $700
Up to 150 transactions per month
Up to 3 accounts
Accounts receivable and payable review
From $950
150+ transactions per month
Multiple accounts
Payroll
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Just getting started?
Building your accounting software configuration correctly from the start saves significant time and money later. This service establishes your chart of accounts, connects your bank and credit card feeds, and builds the foundation your business runs on.
Pricing based on business complexity and number of accounts with a minimum equivalent to one month’s retainer which is credited toward your first month if you continue as an ongoing client.
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Already use another platform and ready to migrate to Xero?
A migration project transfers your existing chart of accounts, opening balances, and historical data into Xero without losing your financial history.
Pricing based on the complexity of your current setup and the volume of historical data being transferred with a minimum equivalent to one month’s retainer that is credited toward your first month if you continue as an ongoing client.
Your books might require a catch-up or clean-up prior to migration. Details will be discussed on discovery call.
How can your business benefit?
Let’s talk about it.
How it works
Get in Touch
Fill out the contact form and tell me a little about your business and where things stand with your books. I’ll follow up within two business days to schedule a discovery call.
Discovery Call
A free 30 minute conversation to talk through your business, your current bookkeeping situation, and what you actually need. No pressure, no commitment. Just a conversation to see if we’re a good fit.
Proposal & Agreement
If we decide to move forward, you’ll receive a written proposal within one business day outlining your service tier, scope, and pricing. Once you’ve reviewed and signed the engagement letter, we’re official!
Onboarding
You’ll complete a questionnaire and provide access to your accounts. I’ll get your books configured, connect your bank feeds, and establish your folder structure. This is where the foundation gets built.
Ongoing
Project or monthly work begins. You’ll receive your financial reports on a consistent schedule each month with clear communication throughout. No chasing, no surprises.