Monthly Bookkeeping
Accurate, ongoing bookkeeping to keep your accounts organized, reconciled, and up to date each month, with clear financial reports you can rely on.
Catch-Up & Clean-Up Bookkeeping
Behind on your books or dealing with inaccuracies? I’ll organize past transactions, correct issues, and bring everything current so you can move forward with confidence.
Monthly Financial Statements
Clear, easy-to-understand profit and loss statements and balance sheets delivered regularly to help you monitor performance and make informed decisions.
QuickBooks Setup & Optimization
Proper setup or optimization of QuickBooks to ensure your bookkeeping system is accurate, efficient, and aligned with your business needs.
Payroll Tax Filing
Preparation and filing of required payroll tax forms to help keep your business compliant and avoid penalties or missed deadlines.
Sales Tax Filing
Accurate preparation and filing of sales tax returns to ensure compliance with state and local requirements.
1099 Preparation
Preparation and filing of required 1099 forms so vendors and contractors are reported correctly and on time.
Advisory & Consulting
Ongoing support and guidance to help you understand your financial reports, improve organization, and make smarter business decisions.
Tax-Ready Financials
While income tax returns aren’t prepared in-house, your books are delivered fully organized and tax-ready, making collaboration with your CPA smoother and more efficient.
How Pricing Works
I do not believe in one size fits all pricing or surprising invoices. Every business is different, so pricing is based on what your business actually needs, not on arbitrary hourly rates.
After a short conversation, I will learn about your transaction volume, payroll requirements, reporting needs, and overall complexity. From there, you will receive a clear proposal outlining the services included and a flat monthly rate you can rely on.
There is no hourly billing, no long term contracts, and no hidden fees. The relationship is flexible and continues month to month, giving you the freedom to stay because you are happy with the service, not because you are locked into an agreement.
My goal is to provide predictable pricing, dependable service, and peace of mind so bookkeeping becomes one less thing you have to worry about.