From Chaos to Clean Books

Clear, organized books, and monthly reports so you can focus on growing your business. 

I will set up your chart of accounts or clean up messy historical data for accuracy and clarity. 

I handle your customer invoicing and help you stay on top of unpaid balances. 

Every transaction categorized and matched to your bank every month. 

Get monthly P&L, Balance Sheet, and more to be tax-season ready. 

Organized bookkeeping for small businesses
• Up to 50 transactions
• 1 bank or credit card account
• Monthly reconciliation
• Profit & Loss and Balance Sheet
• Email support 

For growing businesses with more activity
• Up to 150 transactions
• Up to 3 accounts
• P&L, Balance Sheet, and Cash Flow reports
• Quarterly review call
• Email + phone support 

Full-service bookkeeping with strategy
• Up to 300 transactions
• Unlimited accounts
• Full financial reporting + KPI tracking
• Dedicated monthly strategy call
• Email, phone, and text support 

Bring past months up to date. Price is per month missed.

Setup, sync, and support only. Payroll tax filings are handled by a trusted partner. 

Tracking and reporting support only. Filing handled by a licensed partner if needed.  

Includes invoicing, payment tracking, and A/R reports. Collections or payment portals quoted separately. 

Complete setup or migration of your QBO account.

1:1 financial review and growth planning session.