Stress-Free Bookkeeping for Service Providers
Packages
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Starter
Quarterly + Semi-Annual Reviews
For Solopreneurs & Side Hustles
Starts at $300/ Quarter
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Monthly Bookkeeping
Monthly Bookkeeping + Reviews
For Service-Based Small Businesses
Starts at $300/ Monthly -
Diagnostic Review
One-Time Financial Analysis
Required Prior to Clean-Up Services
One-Time Fee of $250
(Applied to Clean-Up Costs if Engaged) -
Clean-Up Services
Bring Financials Up-To-Date
One-Time + Ongoing Package Options
Customized Pricing Available
(Upon Diagnostic Review Completion)
Income + Expense Tracking
Bank feed transactions are integrated into QuickBooks
Online and categorized routinely.
Reconciliations
Bank and credit card accounts are reconciled monthly to ensure all financials accurately reflect your statements.
Financial Review
Financial Statements are prepared + customized monthly in an easy to understand way.
Tax-Prep
End-of-year tax-ready financials. I will work directly with your CPA to get you the best possible results.
Receipt Management
Receipt software is easily integrated with QBO and stored in the cloud. Simply snap a pic + upload.
QBO Set-Up
New QBO accounts are created. Current QBO accounts are customized. Includes review/ customized account list.