Monthly Bookkeeping Service

All packages are customized to your specific needs, just take 2 minutes fill out the form below to receive a personalized proposal or schedule a free 30-minute phone consultation.

Do you have less than 75 transactions per month and not sure that you need a monthly bookkeeper? I can customize a plan for you and reconcile your finances on a quarterly basis.

An option for every need

For the DIY-Preneur
and up per month

For the DIY business owner. You enter your transactions and I will review and reconcile for accuracy every month.


Account Reconciliation

For the very small business
and up per Month

For very small businesses that have few transactions per month.

Cost Allocation


Account Reconciliation

For the Growing Business
and up per Month

For businesses that want to focus on sales while knowing that their bookkeeping is being taken care of.

Data Entry

Cost Allocation


Account Reconciliation

For the fast growing business
and up per Month

For businesses that need support beyond just regular cost allocation and reconciliation.

All of the features of the Deluxe Package plus:

Hubdoc Automatic Document Fetching and Digital Filing

Monthly Financial Reports

Free standard setup

Free QuickBooks Online subscription

Year End Package Included

Additional Services Available:

Hubdoc Paperless Integration

Automatically fetch, securely store and organize statements and bills and automatically import to QuickBooks Online or Xero.  Easily add additional receipts and documents via email, mobile app or website upload.

Rush Delivery

Have your business be at the front of the line every month.  Work completed by the 15th of every month (usually sooner depending on when I receive your bank statements)

Financial Reports

Monthly reports of your choice via e-mail (for example: Profit and Loss, Balance Sheet, Income by Customer, Accounts Receivable, Accounts Payable, etc)


Payroll processing through Quickbooks Online, Xero, Wave or the third party payroll processor of your choice.  

Accounts Receivable and Payable

Enter bills into the accounting system,  process vendor payments utilizing online banking, client invoice creation,  prepare monthly client statements if needed.

Year End Tax Support

I will prepare an electronic file folder for your tax preparer and collaborate with them for the accurate and prompt preparation of your tax return.

Let’s Take 2 Minutes and Find a Perfect Bookkeeping Solution for Your Small Business!

I have worked with small businesses to help them with their bookkeeping needs. In doing so, I’ve realized many businesses don’t know where they stand financially, or where they are going and they are missing out on the power of having their finances up to date and accurate to align them with their growth goals.

Please take two minutes and fill out this form. When you do, I’ll do a quick assessment and make a specific recommendation for you on how to set your bookkeeping system up for success!

Fill out the quick assessment

For example: Non-profit, Consulting, Construction, etc
Receive discounted rates on catch up bookkeeping if requested at the time of sign up.
If using another program, please specify in the comments.
Include Checking, Savings, Paypal, Credit Card, etc
If checked, please specify your website needs below.

Tell me about your bookkeeping so far. Please add any additional information or questions.

What happens next:

You will receive a response via email by the next business day. I may contact you with some follow-up questions before preparing your proposal.