Services Designed to Support Your Business
Why Work With Me
I provide thoughtful, intentional bookkeeping support designed to give you clarity, confidence, and peace of mind. Every business is unique, and I tailor my services to support your goals while keeping your financial story balanced and organized.
My priority is maintaining balance in your financial story, so you can focus on growing your business while your books are managed with precision, accuracy, and consistency.
Virtual Bookkeeping Services
Reliable bookkeeping services to keep your financials accurate, organized, and ready for informed decisions.
BASIC BOOKKEEPING
- Monthly reconciliations of bank, credit card, and loan accounts
- Monthly recording of all transactions (up to 50 transactions)
- Monthly categorization of income and expenses
- Payroll entry/import
- Monthly financial reports (P&L, & balance sheet)
- Quarterly 1:1 financial meeting (30mins)
- Unlimited communication
- Annual reports for tax preparation
PREMIUM BOOKKEEPING
- Monthly reconciliations of bank, credit card, and loan accounts
- Monthly recording of all transactions (up to 100 transactions)
- Monthly categorization of income and expenses
- Payroll entry/import
- Monthly financial reports (P&L, & balance sheet) + 1 custom report
- Quarterly 1:1 financial meeting (30mins)
- Fixed asset management
- Unlimited communication
- Annual reports for tax Preparation
ELITE BOOKKEEPING
- Monthly reconciliations of bank, credit card, and loan accounts
- Monthly recording of all transactions (up to 200 transactions)
- Monthly categorization of income and expenses
- Payroll entry/import
- Monthly financial reports (P&L, & balance sheet) + 2 custom report
- Monthly 1:1 financial meeting (1 hour)
- Fixed asset management
- Assistance with receipt management
- Unlimited communication
- Annual reports for tax preparation
ADDITIONAL SERVICES
- QuickBooks online setup
- Accounts receivable management
- Accounts payable management
- Payroll support (provided by 3rd party)
- Sales tax
- Annual 1099 filing
- Custom report
Consulting Services
BOOK REVIEW SERVICES
BOOK REVIEW SERVICES
BOOK REVIEW SERVICES
Ensure your financials are accurate, organized, and ready for decision-making with a professional book review. I examine your records, identify errors or inconsistencies, and provide clear recommendations to help your business run smoothly.
Book Review Retainer: Starting at $500, depending on the complexity and number of months reviewed. Additional work beyond the retainer is billed at $150/hour.
- Detailed review of your books (monthly, quarterly, or annual)
- Reconciliations and error identification
- Written summary of findings and recommendations
- Optional follow-up to answer questions or implement improvements
CONSULTING SERVICES
BOOK REVIEW SERVICES
BOOK REVIEW SERVICES
Strategic financial guidance to help you better understand your numbers, optimize processes, and make informed business decisions.
Consulting services generally start at $150–$300 per hour. Custom packages are available depending on scope and frequency.
Includes:
- Business performance analysis
- Cash flow planning and forecasting
- Process optimization for financial management
- QuickBooks workflow review and guidance
"Managers and investors alike must understand that accounting numbers are the beginning, not the end, of business valuation."
Warren Buffett
