Starter Monthly Bookkeeping
For simple service-based businesses
$249
/ month starting at
✓ Up to 100 monthly transactions
✓ Up to 2 bank or credit card accounts
✓ Monthly reconciliation
✓ Basic Profit & Loss report
✓ Email-based support
Services
Clear monthly bookkeeping support with simple boundaries, because financial chaos is not a business model.
Simple A/R & A/P Support
Available for businesses that need help tracking basic invoices, bills, or payments.
✓Invoice tracking support
✓Bill/payment organization
✓Available by custom quote
Monthly Bookkeeping
Ongoing, accurate tracking of income, expenses, and accounts so your books stay current every month.
✓Transaction categorization
✓Bank & credit card reconciliation
✓Monthly Profit & Loss report
✓Email-based follow up
Catch-Up & Cleanup
Available after review. Pricing depends on the number of months and the condition of the books.
✓Review of existing QuickBooks file
✓Correction of obvious issues
✓Separate cleanup quote required
Pricing
Monthly bookkeeping starts at $249/month for simple service-based businesses. Final pricing depends on transaction volume, number of accounts, cleanup needed, and business complexity.
Starter Plan
Best for freelancers and solo service businesses
$249
/ month starting at
✓ Up to 100 monthly transactions
✓ Up to 2 bank or credit card accounts
✓ Monthly reconciliation
✓ Basic Profit & Loss report
✓ Email-based support
Custom quote Required For
✓ More than 100 monthly transactions
✓ Multiple bank or credit card accounts
✓ Catch-up or cleanup work
✓ Accounts payable or receivable support
✓ More complex reporting needs
Complete the qualification form and you'll receive a quote based on your actual bookkeeping needs.
3. Receive a custom monthly quote.
You'll get a clear quote before any work begins.
How it works
4. Sign the agreement and submit payment.
Work begins after the agreement is signed and the first payment is received.
1. Complete the qualification form
Share basic information about your business and bookkeeping needs.
2. Your business is reviewed.
I review your transaction volume, accounts, QuickBooks setup, and service needs.
5. Connect QuickBooks and provide documents.
You'll receive instructions for providing access and required records.
6. Receive monthly bookkeeping and reports.
Books are updated monthly, and reports are delivered by email.