Monthly Bookkeeping Service

All packages are customized to your specific needs taking into consideration the number and type of accounts, transaction volume, and other factors. Take 2 minutes to fill out the form below or schedule a free discovery call.

An option for every need

Deluxe
$425
and up per Month

Data Entry

Cost Allocation

Transaction Review

Account Reconciliation

Custom Financial Reports

Document Management

Unlimited Email Support

Phone Support

Standard Setup Included

Training Discounts

Quarterly Advisory Session

Year End Tax Collaboration

Basic
$75
and up per Month

Cost Allocation

Transaction Review

Account Reconciliation

Limited Email Support

Do you have less than 50 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.

 

Bookkeeping Support

Are you a DIYpreneur?  Do you have someone to do your bookkeeping that isn't a professional bookkeeper and you just want review and support?  For $69 per month, you get a monthly review of your books with a recommendation for any adjustments that may be necessary and unlimited email support throughout the month for any questions or concerns that you or your staff may have.

Additional Services Available:

With monthly bookkeeping service
Hubdoc Paperless Integration

Automatically fetch, securely store and organize statements and bills and automatically import to QuickBooks Online.  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 within 2 business days of receiving all information needed.

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

Your choice of full payroll service or entering payroll to the third party processor of your choice.

Accounts Receivable

Client invoice creation,  apply client payments and credits, prepare monthly client statements if needed.

Accounts Payable

Enter bills into the accounting system,  process vendor payments utilizing online bill pay.

Advisory Sessions

Meetings by phone or virtual conference to understand your books, answer questions about the state of your finances and strategize ways to improve your workflows and increase growth.

Year End Tax Support

Receive an electronic file folder for your tax preparer and collaboration with them for the accurate and prompt preparation of your tax return.

QuickBooks Online Subscription

Get a discount in new subscriptions.

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

I have worked with dozens of 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 a moment and fill out this form. When you do, you'll receive an e-mail with a questionnaire to tell me more about where your business is at right now, that will enable us to make a specific recommendation on how to set your bookkeeping system up for success!

Click here if you have a general inquiry and don't wish to receive a questionnaire.