MONTHLY SERVICES

CORE

  • Bank & card reconciliations

  • Categorize income & expenses

  • Monthly Income Statement & Balance Sheet reports

  • Cash-basis accounting only

  • Tax-season-ready books for CPA

$300 / month

Best for solopreneurs, micro-businesses, or fresh startups.

PRO

  • Bank & card reconciliations

  • Categorize income & expenses

  • Monthly Income Statement & Balance Sheet reports

  • Lite Accrual-basis accounting

  • Management of your financial statements (Income Statement, Balance Sheet, A/P tracking, and A/R tracking)

  • Quarterly financial consultation to encourage business health and growth

  • Priority support

  • Tax-season-ready books for CPA

$600 / month

Best for growing businesses requiring active cash flow oversight and performance tracking.

ELITE

  • Bank & card reconciliations

  • Categorize income & expenses

  • Monthly Income Statement & Balance Sheet reports

  • Full Accrual-basis accounting

  • Management of your financial statements (Income Statement, Balance Sheet, A/P tracking, and A/R tracking)

  • Monthly financial consultation to encourage business health and growth

  • Priority support

  • Payroll tracking

  • Custom reports and KPI dashboards

  • Tax-season-ready books for CPA

$1,200 / month

Best for established companies with physical inventory, teams, and/or complex multi-channel revenue streams.

CLEAN UP / CATCH UP

If your bookkeeping has taken a backseat while you run your business, you aren't alone. Uncategorized transactions, messy receipts, and unreconciled accounts make it impossible to see your true numbers—and turn tax season into a total nightmare.

Whether you are months behind or just need a professional cleanup to fix past mistakes, I will dive into your QuickBooks Online account and sort out the chaos.

What’s Included in Your Cleanup/Catch-Up:

  • Historical Sorting: Categorizing past income, expenses, and bank transfers.

  • Account Reconciliation: Matching your QuickBooks records to your actual bank statements down to the penny.

  • Financial Correction: Fixing duplicate entries, clearing out phantom invoices, and correcting misclassified accounts.

  • CPA-Ready Financials: Delivering a clean Profit & Loss statement and Balance Sheet so your accountant can file your taxes without delays.

Stop stressing over old data. Get a clean slate, clear financial insights, and total peace of mind.

Please contact me for a price quote on clean up/catch up services, as this is determined on a case-by-case basis depending on the volume and complexity of the work.