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.

Basic Package (For Freelancers & Solopreneurs)

Perfect for freelancers and solopreneurs who need essential bookkeeping support without the hassle.

What’s included:

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

• Monthly categorization of up to 150 transactions

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

• Review of your financial processes with tailored recommendations

• Financial Reports Package:

  • Profit & Loss

  • Balance Sheet

  • General Ledger

  • Shareholder/Owner Equity Report

  • Cover Letter (summary and explanation of financials)

• Dedicated E-Mail support

Stay organized and gain clarity over your finances with this streamlined and supportive bookkeeping service.

Standard Package (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:

• Discovery call to discuss your current bookkeeping setup, challenges, and goals

• Chart of Accounts cleanup (if needed)

• Monthly categorization of up to 250 transactions

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

• Review of your financial processes with personalized recommendations

• Financial Reports Package:

  • Profit & Loss

  • Balance Sheet

  • General Ledger

  • Shareholder/Owner Equity Report

  • Cover Letter (summary and explanation of financials)

• Accounts payable and receivable management

• Quarterly Tax Preparation Assistance

• Dedicated E-Mail support

Stay compliant, improve cash flow visibility, and focus on growing your business with reliable, detailed financial support.

Premium Package (For Established Businesses)

This package is tailored for established businesses that need full-service, high-touch bookkeeping support and financial oversight.

What’s included:

• Discovery call to discuss your current bookkeeping setup, challenges, and goals

• Monthly categorization of up to 300 transactions

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

• Sales Tax Review (if needed)

• 1099 Filing

• Chart of Accounts cleanup (if needed)

• In-depth review of your financial processes with strategic recommendations

• Financial Reports Package:

  • Profit & Loss

  • Balance Sheet

  • General Ledger

  • Shareholder/Owner Equity Report

  • Cover Letter (summary and explanation of financials)

• Accounts payable and receivable management

• Quarterly Tax Preparation Assistance

• Dedicated E-Mail support

Get complete peace of mind with proactive, personalized bookkeeping that supports your business as it grows and evolves.