Building your dream business is exciting. Keeping up with the finances? Not so much.

If you’re managing your own books, you know how time-consuming and stressful it can be. That’s where professional bookkeeping services come in. Investing in bookkeeping isn’t just about tracking numbers - it’s about setting your business up for success. This frees you to focus on what you love, knowing your finances are in good hands and supporting your business growth

MONTHLY BOOKKEEPING SERVICES

Your business deserves behind-the-scenes support that makes a real difference.

We keep your books accurate and up-to-date, so you're always ready for anything—from loan applications to audits. Together, we'll tackle budgeting, manage your cash flow, and map out long-term financial goals. Best of all? We break down your numbers in plain, easy-to-understand language—so you can make smart, confident decisions for your business.

Investment: Starting at $150/month

Every business is different—and your bookkeeping should reflect that.
We’ll provide personalized solutions designed to fit your unique needs, goals, and budget. We’ll collaborate to define the right level of support for your business, whether that includes:

  • Transaction Categorization & Recording

  • Bank & Credit Card Reconciliations

  • Financial Reporting (Income Statement, Balance Sheet, Cash Flow Statement)

  • Financial Goal Setting

  • Financial Review 

  • Support & Guidance During Business Hours

  • Year-End Close & Financial Statement Preparation

  • Collaboration With Your Tax Professional 

How we support you…

QUICKBOOKS ACCOUNT SETUP

For the DIYer who’s not quite ready for monthly bookkeeping support.

If you’re managing your own books but need help setting a solid foundation, we’ve got your back. We’ll customize your QuickBooks setup to fit your business—clean, simple, and easy to navigate. You’ll walk away feeling confident, organized, and ready to handle your finances with less stress.

Investment: $350

OTHER FORMS OF SUPPORT

Catch Up or Clean Up Services

Are your books a bit of a mess? Don’t worry — we specialize in untangling the chaos. Whether you're behind on months (or years) of financial records or just need help correcting errors, our bookkeeping clean-up services will bring your books up to date and accurate.

1099 Prep & Filling

We’ll handle all aspects of your 1099s — from preparation to electronic filing — making sure everything is accurate and IRS-compliant. With the January 31st deadline approaching, you can check this off your to-do list and breathe a little easier.

Monthly Bookkeeping Add On’s:

  • Gusto Payroll

  • Estimated Quarterly Tax Payments

  • Accounts Receivable

Here’s How It Works

Our goal is to make bookkeeping straightforward and stress-free. From our first conversation to ongoing support, we’ll walk you through a clear, easy process that takes the hassle out of managing your finances. Here’s how it works…

Discovery Call

Everything begins with a friendly discovery call. This is where I’ll learn about your business, your goals, and your vision for the future. It’s also your chance to ask questions, explore how we can collaborate, and make sure we’re the right fit for each other.

Tailored Proposal

After our call, I’ll create a customized proposal designed specifically for your business needs. You’ll receive a clear breakdown of services, pricing, and how I can help you move your business forward.

Onboarding & Ongoing Support

Once you’re ready to move ahead, I’ll walk you through a smooth onboarding process to get everything set up correctly from the start. From there, I’ll be by your side with continuous support—keeping your finances organized, answering your questions, and helping your business stay on track.

Q&A:

  • Absolutely! We proudly serve clients across the entire United States. Our virtual services make it easy to collaborate from anywhere!

  • We believe in efficiency & systems, so we're passionate about setting all of our clients up on QuickBooks (for bookkeeping) and Hubdoc (for collecting paperwork). This setup or migration from another system is included in our onboarding, as is the subscription fee as long as you work with us. If we part ways, we'll transfer ownership of it all to you. Not ready to invest in monthly bookkeeping services? No problem! I can also help you set up your QuickBooks account on its own.

  • Definitely not! In fact, outsourcing your bookkeeping can actually give you more control by keeping your records accurate and up to date. You'll have 24/7 access to your QuickBooks account, so you can check your finances anytime.

  • If you've been delaying your bookkeeping, endlessly Googling tax deductions, and feeling buried in financial spreadsheets, it might be time to outsource. I’ll take you from being overwhelmed to empowered so you can make confident business decisions with clear, solid numbers and reports you understand.

  • We never want you to hesitate to reach out with questions or to bounce around ideas—communication is always included. However, if additional analysis or in-depth research is needed to provide detailed advice, those services may be billed separately.