Essential Plan

Are you a small business owner spending valuable time managing your books instead of growing your business?
Allow me to take the financial stress off your plate so you can concentrate on serving clients, increasing revenue, and growing with confidence.

$200 - 300 per month

Perfect for small businesses needing reliable, foundational bookkeeping.

Includes:

• Categorize income and expenses - as needed

• Input bills and print checks - weekly

• Reconcile bank & credit card statements - monthly

• Send Reports (Profit & Loss and Balance Sheet) - monthly

• Email support

• ADD-ON: QuickBooks maintenance and light clean-up ($30 hourly rate). A "light" cleanup typically involves reconciling 2-3 months of bank accounts, categorizing transactions, and correcting minor errors. Approximately 15 - 20 hours.

  More extensive clean-up: TBD

Growth Plan

Your business is established — but are your financials providing the clarity and insight you need to maximize profitability?
As operations grow, tracking expenses, managing payments, and understanding cash flow becomes more complex and more critical.

I help established businesses move beyond basic bookkeeping by providing organized, accurate financials and meaningful analysis — so you can control costs, improve cash flow, and make confident strategic decisions.

$350 – $500 per month

Designed for growing businesses that want deeper financial visibility and guidance.

Includes everything in Essential, plus:

• Accounts Payable & Accounts Receivable tracking

• Payroll (w/ a company)

• Monthly review phone call and financial insights

• Budget tracking

• Error detection and corrections

• Priority email support

• ADD-ON: QuickBooks maintenance and light clean-up ($30 hourly rate). A "light" cleanup typically involves reconciling a few months of bank accounts, categorizing transactions, and correcting minor errors.

Approximately 15 - 20 hours.

More extensive clean-up: TBD