As a business owner, you’re already wearing a dozen hats. You don’t need to carry the weight of your finances alone, too. I offer straightforward, judgment-free bookkeeping services to help you stay on top of your numbers, understand what they mean, and make confident decisions — without the stress.
Whether you need ongoing support, help getting started with QuickBooks, or you’re feeling behind and overwhelmed, I’ll meet you where you are and help you get back on track.
For business owners who want consistent, reliable support — no more late nights trying to make the numbers add up. I’ll keep your books current, accurate, and useful, so you always know where your business stands.
Includes:
Unlimited Incoming & Outgoing Transaction Matching, so that you're clear on every dollar coming in or going out (without having to categorize anything yourself!
Unlimited Monthly Bank Reconciliations, to make sure all your records and transactions are completely error-free
Monthly Financial Report & Recap (delivered by the 15th), formatted in a way that's actually easy to understand (no nightmare spreadsheets here)
1:1 Email/Text Support - It's like your personal financial support hotline (that you'll never dread using!)
Collaborative Coordination with your tax professional for year-end prep
Ongoing email support
BONUS: 6 Financial Health Check-In Sessions per year where we can strategize, troubleshoot, and plan for anything that affects your financial foundation
INVESTMENT:
Starting at $550/month
Consistent reports & insight straight to your inbox, for the owner that is ready to finally realize the powers of financial confidence.
Includes:
Incoming & Outgoing Transaction Matching (up to 50 per month), so that you're clear on every dollar coming in or going out (without having to categorize anything yourself!)
Monthly Bank Reconciliations (up to 3 accounts), to make sure all your records and transactions are completely error-free
Monthly Financial Report & Recap (delivered by the 20th), formatted in a way that's actually easy to understand (no nightmare spreadsheets here)
Email Support - It's like your financial support hotline (that you'll never dread using!)
Collaborative Coordination with your tax professional for year-end prep
Dedicated Account Manager - No sending emails into the void. You'll have a consistent point of contact
Semi-Annual 1-on-1 Financial Health Check-In Sessions aka 2x/year, where we review your reports and your performance in detail!
INVESTMENT:
Starting at $375/month