Bookkeeping Services
Clear, organized books so you always understand your numbers and your CPA gets exactly what they need at tax time.
Monthly Bookkeeping Partnership
Starting at:
$350 / Month
Ongoing bookkeeping support designed for service based businesses that want clear, reliable financials without the stress of doing it themselves.
Includes:
Income & Expense Categorization
Monthly Bank & Credit Card Reconciliations
Monthly Financial Reports (P&L, Balance Sheet)
Quarterly Financial Review Calls
Email Support via Honey Book
CPA Ready Books at Year End
Clean Up Bookkeeping
Pricing
Clean up projects are priced based on your monthly rate and the number of months that need to be brought up to date
Process
1. Discovery Call
Contact me to set up a free 30 minute discovery call so we can get to know each other and review your bookkeeping needs
2. Sign Contract & Pay First Invoice
After reviewing your QuickBooks, I'll send a custom proposal and contract outlining the services that best fit your business.
3. Clean Up Bookkeeping Completed If Needed
I'll begin cleanup work to bring your books up to date.
4. Review Call
Once your books are cleaned up, we'll review the current state of your financials together.
5. Ongoing Monthly Support Starts
Your monthly bookkeeping partnership begins.
Ready to Work Together?
Let’s start with a few quick questions so I can learn more about your business and bookkeeping needs.
Once you fill out the form, I’ll be in touch to schedule a quick call — no pressure, just a friendly conversation to see if we’re a good fit.