Monthly Packages

No matter where you are in your business journey, I’ve got the perfect bookkeeping package to help you streamline your financial management. Let’s talk about your needs and how I can help you achieve financial clarity and growth. The below packages can be tailored to meet your unique needs.

Two people working at a desk with laptops and documents, taking notes.

Foundation

From $300/month

Perfect for small businesses or startups with straightforward bookkeeping needs. I’ll take care of the essentials so you can focus on what matters most—running your business.
What's Included:

  • Create/update/maintain chart of accounts specific to your business

  • Categorize transactions in the general ledger

  • Reconcile bank and credit card accounts monthly

  • Basic financial reports (Profit & Loss, Balance Sheet)

  • QuickBooks Online setup and management

  • Email support for basic questions

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Growth

From $550/month

For growing businesses that need more in-depth financial management and support. This package provides a more hands-on approach with regular insights and analysis to keep your business on track.
What's Included:

  • Everything in the Simple Start Package

  • Advanced monthly financial reports (basic + business snapshot with charts, aging schedules)

  • Accounts receivable management

  • Accounts payable management to include W9 compliance

  • Email and phone support for questions

Wooden desk with laptop, calculator, journal, coffee cups, pens, and notebook organized neatly.

Elite

From $800/mo

Ideal for established businesses that need full-service bookkeeping and strategic financial guidance. This all-inclusive package offers deep financial analysis and ongoing support to help you make data-driven decisions.
What's Included:

  • Everything in the Essentials Package

  • Advanced financial reporting and customized reports based on your unique needs

  • Monthly profit & loss analysis with actionable insights

  • Budgeting and forecasting support

  • Monthly variance analyses versus budget or prior periods

  • Quarterly business performance reviews

  • Priority email, phone, and video support

  • Bookkeeping clean-up/catch-up

  • Quickbooks Online conversion

  • Quickbooks Online training

  • Quickbooks Online setup

  • Chart of Accounts setup

  • 1099 filing

  • Other single engagements based on client’s needs

Other Services

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