Monthly Bookkeeping Service

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

Not sure that you need a monthly bookkeeper? I can customize a plan for you and reconcile your finances on a quarterly basis. 

A package for every need

and up per month

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

and up per Month

For very small businesses that have less than 75 transactions per month.

and up per Month

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

and up per Month

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

Hubdoc Digital Filing Included

Monthly Financial Reports

Free standard setup

Free QuickBooks Online

Year End Package Included

Additional Services Available:

Hubdoc Paperless Integration
Automatically extract and securely store and organize statements and bills and automatically import to QuickBooks Online or Xero.  Easily add additional 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.

Get your customized bookkeeping service quote

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.

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.

Once you accept the proposal, you will receive an Engagement Letter via e-mail for your review and electronic signature prior to commencing service. The letter will outline what services will and will not be provided and what information I will need from you to complete your bookkeeping. Service will begin within 2 business days of the initial invoice being paid.