Starting at $400

This service is for businesses that need to get their bookkeeping set up, cleaned up, or better organized before moving into ongoing monthly support.

It can be a good fit for new businesses, businesses moving into new software, or businesses whose bookkeeping has become inconsistent or difficult to manage.

Review or setup of your bookkeeping software, with QuickBooks Online as my preferred platform and Sage, Wave, or Xero support available depending on your business needs.

This may include:

• software setup or review

• chart of accounts organization

• connection of bank and credit card accounts

• setup of basic invoicing and expense tracking workflows

• simple document organization guidance

• guidance on what should be tracked and maintained each month

The goal:
To create a clean, organized foundation that makes ongoing bookkeeping easier, more accurate, and less stressful.

Starting price is based on a straightforward setup with basic organization needs. More complex files, catch-up work, or major cleanup will be quoted based on scope.

Starting at $250/month

This service is for businesses that want consistent monthly bookkeeping support and accurate, organized financial records without having to manage it all themselves.

It is best suited to service-based businesses with straightforward monthly bookkeeping needs and lower-complexity files.

This may include:

• bank and credit card reconciliations

• transaction categorization

• monthly financial reports

• expense tracking and review

• year-end-ready records

• invoice recording and payment application

• bill entry and payment tracking

• ongoing bookkeeping in QuickBooks Online, Sage, Wave, Xero, or another suitable cloud-based system, depending on the file and agreed scope

The goal:
To keep your books current, organized, and ready to support better business decisions.

Starting price is based on basic, well-maintained files with lower transaction volume and simple monthly processing. Pricing increases based on factors such as transaction volume, number of accounts, payroll, accounts receivable/accounts payable activity, and the overall condition and complexity of the books.

Starting at $550/month

This service is for businesses that want ongoing bookkeeping support along with help creating more organized, workable systems behind the scenes.

It can be a strong fit for growing service-based businesses that need more structure in their financial and administrative workflows.

Review of how your bookkeeping software connects with your invoicing, receipts, payment tracking, and document organization.

This may include:

• everything included in Monthly Full-Cycle Bookkeeping

• support organizing accounts receivable and accounts payable workflows

• invoice and payment tracking systems

• document and file organization

• simple templates and workflow support

• practical help improving day-to-day bookkeeping and admin processes

The goal:
To create more organized books, smoother workflows, and better systems to support the day-to-day running of the business.

Starting price is based on businesses needing light systems support alongside regular bookkeeping. More involved workflow development, cleanup, restructuring, or custom process work may be quoted separately or added to the monthly rate.

Additional support is available when a business needs work beyond regular monthly bookkeeping. Add-ons are quoted based on scope.

Optional add-ons may include:

• bookkeeping cleanup and catch-up work

• accounts receivable support

• accounts payable support

• payroll support

• administrative templates and simple SOPs

• QuickBooks support and training

Pricing Note

Starting prices are based on basic, well-maintained files. Final pricing depends on factors such as transaction volume, number of accounts, payroll, accounts receivable and accounts payable activity, catch-up or cleanup needs, and the overall condition of the bookkeeping records.