Services

Are you looking to streamline your business finances, gain better financial insights, or ensure compliance with accounting best practices? My bookkeeping consultation service are designed to provide expert guidance tailored to your business needs.

What to Expect:

• I will discuss your current bookkeeping setup, challenges, and goals.

• I’ll review your financial processes and recommend the best solutions for your needs.

• If applicable, I can provide insights on QuickBooks Online and how it can work for your business.

Who This Is For:

✔ Small business owners needing bookkeeping guidance.
✔ Entrepreneurs looking to transition to QuickBooks Online.
✔ Business owners struggling with disorganized finances.
✔ Anyone preparing for tax season or an audit.

How It Works:

📌 Step 1: Schedule a consultation.
📌 Step 2: Discuss your business needs and review your books.
📌 Step 3: Receive expert recommendations and next steps.

Let’s Get Started!

Book your consultation today and take control of your business finances.

Here's everything we'll cover together:

• Your chart of accounts and how it's organized

• How to read your P&L and Balance Sheet

• How to categorize new transactions going forward

• Basic QBO navigation - finding reports, running statements

• How to enter expenses

• How to reconcile your accounts monthly

• How to connect and manage bank feeds

• 15-minute Q&A at the end - bring all your questions!

• A full recording of the session sent to you afterward

Here's everything included in your payroll service:

• Monthly payroll processing for your team

• Direct deposit setup for all employees

• New employee onboarding & setup in QuickBooks Payroll

• Payroll tax filings - federal, state, and local

• W-2 & 1099 preparation at year-end

Pricing is based on the number of employees, so your rate will be confirmed on our initial call once we review your team size.

For freelancers & solopreneurs

Perfect for freelancers and solopreneurs who need essential bookkeeping support without the hassle. Stay organized, gain clarity over your finances, and never stress about your books again.

What's included every month

• Discovery call to review your bookkeeping setup, challenges, and goals

• Monthly categorization of up to 150 transactions

• Bank & credit card reconciliations (up to 2 accounts)

• Monthly reconciliation to keep your books accurate and up to date

• Chart of accounts cleanup (if needed)

• Financial reports package

Profit & Loss

Balance Sheet

General Ledger

Shareholder/Owner Equity Report

Cover letter — a plain-English summary of your financials

• Semi-annual check-ins (2x per year) to review your finances and answer questions

• Dedicated email support

This package is designed for ongoing monthly work. If any cleanup or backlog is needed before we get started, we'll talk through that on our initial call — custom pricing available.

For growing small businesses

Ideal for small businesses experiencing growth, this package provides comprehensive bookkeeping support and financial guidance to help you stay organized and scale confidently.

What's included every month

• Discovery call to review your bookkeeping setup, challenges, and goals

• Monthly categorization of up to 300 transactions

• Bank & credit card reconciliations (up to 4 accounts)

• Monthly reconciliation & audit to keep your books accurate and up to date

• Chart of accounts cleanup (if needed)

• Accounts payable & receivable management

• Cash flow reporting

• Quarterly tax preparation assistance

• Financial reports package

Profit & Loss

Balance Sheet

General Ledger

Shareholder/Owner Equity Report

Cover letter — a plain-English summary of your financials

• Quarterly check-ins (4x per year) to review your finances and address any questions

• Dedicated email support

This package is designed for ongoing monthly work. If any cleanup or backlog is needed before we get started, we'll talk through that on our initial call — custom pricing available.

For established businesses - Most comprehensive

Tailored for established businesses that need full-service, high-touch bookkeeping support and complete financial oversight — so you can focus on running your business with total peace of mind.

What's included every month

• Discovery call to review your bookkeeping setup, challenges, and goals

• Monthly categorization of up to 500 transactions

• Bank & credit card reconciliations (up to 6 accounts)

• Monthly reconciliation & audit to keep your books accurate and up to date

• Chart of accounts setup & maintenance

• Accounts payable & receivable management

• Cash flow reporting

• Inventory tracking (if applicable)

• Sales tax review (if applicable)

• 1099 filing

• Quarterly tax preparation assistance

• Year-end financial prep & CPA coordination

• Financial reports package

Profit & Loss

Balance Sheet

General Ledger

Shareholder/Owner Equity Report

Cover letter — a plain-English summary of your financials

• Monthly check-in call to review your financials and address strategic questions

• Priority email support

This package is designed for ongoing monthly work. If any cleanup or backlog is needed before we get started, we'll talk through that on our initial call — custom pricing available.