Simple, Transparent Pricing
Every business is unique, so pricing is based on the level of support you need. The packages below represent my most common service levels, and I'm always happy to create a customized solution for your business.
Choose the Level of Support That's Right for You
Whether you're just starting out or managing a growing business, each package is designed to provide dependable, proactive bookkeeping support.
Foundation
Perfect for freelancers, sole proprietors, and new businesses.
- Up to 2 bank/credit card accounts
- Monthly reconciliations
- Transaction categorization
- Profit & Loss Statement
- Balance Sheet
- Email support
Growth
Designed for growing small businesses.
- Everything in Foundation
- Up to 5 financial accounts
- Accounts Payable/Receivable tracking
- Monthly financial review
- Basic payroll reconciliation
- Priority email support
Summit
For established businesses needing comprehensive financial support.
- Everything in Growth
- Up to 10 financial accounts
- Cash flow reporting
- Budget vs. Actual reporting
- Monthly virtual review meeting
- Priority support
Support When You Need It
Whether you're getting started, catching up, or need help with QuickBooks, these services are available individually or alongside your monthly bookkeeping plan.
QuickBooks Online Setup
- Create company file
- Customize Chart of Accounts
- Connect bank & credit card accounts
- Sales tax setup (if applicable)
- Products & services setup
- One-hour client walkthrough
Payroll Setup
- Payroll platform setup
- Add employees
- Configure tax information
- Direct deposit setup
- Payroll schedule configuration
- Final review
Catch-Up & Cleanup
- Historical reconciliations
- Transaction corrections
- Chart of Accounts review
- General ledger cleanup
- Financial statement preparation
New Business Setup Package
- QuickBooks Online setup
- Customized Chart of Accounts
- Bank account connections
- Payroll setup (if needed)
- One-hour QuickBooks training
- Bookkeeping best practices guide
Reliable Payroll Support
Payroll doesn't have to be stressful. I work alongside your payroll provider to help ensure payroll is processed accurately, reconciled correctly, and properly reflected in your books.
Payroll Management
- Payroll processing support
- Payroll reconciliations
- Payroll reporting review
- Payroll questions & guidance
- Coordination with your payroll provider
Payroll Cleanup
- Payroll reconciliation
- Correct historical payroll entries
- Match payroll reports to bookkeeping records
- Clean up prior payroll posting issues
Common Questions
Every business is different, but these are some of the questions I hear most often.
Let's Build the Right Bookkeeping Plan Together
Whether you're launching a new business, catching up on your books, or looking for a dependable bookkeeping partner, I'd love to learn about your goals and recommend the level of support that's right for you.