Services Offered

I understand that every business is unique, which is why I take the time to assess your specific requirements and tailor my services accordingly.

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Clarity Tier Monthly Bookkeeping Package

$350 per month

Best For: Solo professionals or small businesses with limited needs and big dreams

Includes: Business basics for every pro!

  • QuickBooks Online Setup & Optimization

  • Personalized chart of accounts built around your specific income streams and expense categories

  • Monthly revenue and expense categorization and reconciliations for up to 4 accounts

  • Profit & Loss and Reconciliation Reports prepared each month

  • Optional 30-minute monthly meeting to review P&L, Cash-flow, and trends

  • All reports saved to the cloud and shared securely for accessibility (and less emails!)

  • You hold the QuickBooks subscription, so you always have access and peace of mind

  • Direct CPA coordination for a seamless tax season

Need this!
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Advisory Tier Monthly Bookkeeping Package

$750 per month

Best For: Established small businesses seeking expert financial guidance and growth

Includes: Everything in Clarity Tier, plus!

  • Detailed monthly management report, personalized to each client's needs

  • Tailored budget built from existing financial history to reflect realistic growth targets

  • Ongoing comparison of actual results against your business goals and budget

  • Identification of 5–7 key performance indicators (KPIs) specific to your business

  • Monthly monitoring of KPIs with visual progress charts

  • Extended 60-minute consultation every quarter to review overall business performance, long-term goals, and operational strategy

Definitely need this!