Services

The right level of support for where you are — and where you're going.

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Monthly Bookkeeping

Full-service financial partnership

My core offering — ongoing, done-for-you bookkeeping tailored to your business model. All packages include accurate monthly books, financial reporting, and a real human who explains what it all means.

The Flourish

For scaling ventures

EVERYTHING IN THE FLOW, PLUS

  • Monthly budget vs. actual reporting

  • Specialized receipt & expense tracking

  • Monthly strategy Zoom — review, plan, grow

  • Unlimited accounts & transactions

  • Priority email support

  • Capacity & project profitability planning

starting at $950

per month · custom quoted

The Flow

For established businesses

EVERYTHING IN THE FOUNDATION, PLUS

  • 1099 contractor tracking & prep

  • Receipt management via HubDoc / Dext

  • Monthly Clarity Loom video walkthrough

  • Unlimited accounts & transactions

  • Email support within 48 hours

  • CRM & payment processor sync to QBO

starting at $600

per month · based on complexity

The Foundation

For solopreneurs & startups

WHAT’S INCLUDED

  • Monthly transaction categorization

  • Bank & credit card reconciliation

  • Monthly P&L and Balance Sheet

  • Up to 2 bank accounts, 50 transactions

  • Email support within 48 hours

  • QBO setup & chart of accounts

starting at $350

per month · based on complexity

DIY Support

Prefer to run your own books? I’ve got your back.

For business owners who want to stay hands-on but need a solid foundation and expert backup when questions come up.

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ONE-TIME SETUP

QBO & Systems Setup

Get your QuickBooks and business systems configured correctly from the start — so you're not untangling a mess six months in.

  • QBO account setup & optimization

  • Chart of accounts for your business

  • Bank & payment processor connections

  • Basic report setup

  • Training walkthrough so you can run it yourself

$350 - $950

Based on your current setup and complexity

AS NEEDED HOURS

Ad-Hoc Advisory Calls

Book time with me whenever you need it — to review your reports, ask questions, get unstuck, or have me do some actual bookkeeping work alongside you.

  • Book review & report walkthrough

  • Q&A — QBO, categorization, processes

  • Hands-on bookkeeping work as needed

  • Flexible scheduling — book when you need it

$125 / hour

Billed in 1-hour increments · quarterly cadence recommended

Catch-up & clean-up

Behind on your books? Let's get you sorted.

Sometimes life happens and the books get away from you. Whether it's a few months or a few years, I can untangle it — so you're starting fresh and can move forward with confidence.

This service is quoted individually based on the scope and complexity of your situation. A paid diagnostic is required before any clean-up work begins.

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How the Process Works

Every clean-up project starts with a diagnostic so we both know exactly what we're working with — no surprises on either end.

  1. Paid diagnostic
    A focused review of your current books to identify what needs fixing and scope the full project. Pricing TBD.

  2. Written assessment
    You receive a clear summary of findings and a project quote before any work begins.

  3. Clean-up work
    I work through your books methodically — re-categorizing, reconciling, and correcting errors from the ground up.

  4. Handoff or transition
    Once clean, you can take over yourself or transition seamlessly into a monthly package.

Pricing: Quoted per project based on volume and complexity. Diagnostic fee applied toward the project total if you move forward.

Not sure Where to start?

The Financial Foundation Review

You're running a business you love — but somewhere in the background, your books are either a mess, a mystery, or both. Maybe you set things up yourself and aren't sure if you did it right. Maybe you've been in business a while and things have just... piled up. Or maybe you simply don't know what you don't know — and that uncertainty is taking up more mental space than it should.

The Financial Foundation Review is where we fix that.

INITIAL ASSESSMENT

Financial Foundation Review

Get your QuickBooks and business systems configured correctly from the start — so you're not untangling a mess six months in.

  • Review of your QBO setup — chart of accounts, categorization, and reconciliation status

  • Assessment of how your business systems connect to your books

  • Identification of gaps, errors, or inefficiencies

  • A clear summary of findings and recommended next steps

$295
Applied in full toward your first month
of bookkeeping services if we move forward.

Ready for clean, decision-ready books?

Let’s chat!

Book a Discovery Call