Bookkeeping Services

I offer multiple service packages to meet the specific needs of your business.

Fixed-fee, Monthly Bookkeeping

Starting at

$350/month

Group 1

Building the Foundation

Monthly bank & credit card reconciliations

Monthly categorization of transactions

Monthly financial statements

Starting at

$575/month

Group 2

Growth

Everything in group 1, plus:

AR/AP monitoring

Sales tax filing (monthly, quarterly, or annual)

Financials prepped, reviewed, and handed off to your tax preparer at year end

Quarterly review of financials via Teams call upon request

Starting at

$950/month

Group 3

Continued Success

Everything in groups 1 & 2, plus:

Cash flow forecasting

KPI reporting

Fixed assets tracking

Monthly recording of journal entries

Support for multiple entitites/intercompany reconciliations

Detailed general ledger review

Monthly Teams call to review financial statements

High priority year end close, ensuring timely hand off to tax preparer

Final pricing dependent upon complexity, volume, and any applicable deadlines.

Do none of these quite fit your needs?

Custom packages and quotes are available upon request. Contact me and let's find the right plan for you.

Additional Services

Clean up, catch up, and create sustainable processes

Have you outgrown your current bookkeeping processes? Are your financials constantly behind? Do you struggle to meet your deadlines with your bank or lending institution? Do you have months or years of unreconciled books? If any of these are true, let’s address your organization’s pain points and bring you peace of mind.

 Training & Support

Have you experienced recent turnover or staffing issues in your finance department? Are you looking to add to your finance team or fill a current vacancy? I would gladly welcome the opportunity to assist you in your hiring process and/or provide your existing staff with training & ongoing support to ensure your operations run smoothly.

Planning for Growth

Are you currently asking yourself: Can I afford to hire someone? What does my cash position look like for the next 6 - 9 months? Should I apply for financing? Whether or not you are a current monthly bookkeeping client, I would love to help you address these questions.