Monthly Bookkeeping Service

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

An option for every need

For the very small business
and up per Month

For very small businesses that have few transactions per month and the owner generates their own reports.

Cost Allocation


Account Reconciliation

Limited Email Support

For the established business
and up per Month

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

All of the features of the Deluxe Package plus:

Hubdoc Automatic Document Fetching Subscription

Custom Financial Reports

Unlimited Email Support

Limited Phone Support

Free standard setup

Discounted Training

Quarterly Advisory Session

Year End Package Included

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:

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)


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 explain your financial reports, answer questions about the state of your finances and strategize ways to improve your workflows and increase growth.

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.

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 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.

2 accounts
Include checking, savings, credit card, Paypal, etc
250 transactions
Your best guess is OK

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.