Home office desk with a laptop, picture frame, small potted plant, and decorative wooden animal on white table behind white blinds.

Bookkeeping Packages

A black pen, a small red notepad, a gray calculator with solar panel and black buttons, on a white background.

  • Essential Bookkeeping for Growing Businesses

    For business owners who need accurate, organized books and dependable monthly financial reporting.

    Includes:

    • Income & expense tracking

    • Up to 3 account reconciliations

    • Personal/business transaction coding

    • Invoice and payment matching

    • Chart of Accounts maintenance

    • Loan and asset tracking

    • Basic support

    • Monthly financial reports

  • Comprehensive Bookkeeping & Financial Support

    For business owners who want more hands-on support, deeper financial insight, and ongoing guidance.

    Includes everything in Entrepreneur, plus:

    • Up to 5 account reconciliations

    • Priority support

    • Monthly report delivery by email

    • Custom financial report review

    • Third-party integration maintenance

    • Quarterly financial review calls

  • Customize Your Bookkeeping With Add-On Services

    Your business may need more than your monthly bookkeeping package includes. Add the services you need without paying for services you don't.

    • 1099 Filing & Preparation - Stay organized and prepared for year-end 1099 reporting.

    • Accounts Payable Management - Keep vendor bills organized and help ensure payments are tracked accurately and on time.

    • Accounts Receivable Management - Keep track of customer invoices, payments, and outstanding balances.

    • Sales Tax Compliance - Help keep your sales tax records organized and your reporting requirements on track.

    • Payroll - Payroll support to help keep employee compensation and payroll-related transactions organized.

    • Cleanup & Catch-Up - Get your books back on track when you're behind or your records need additional attention.

    • QuickBooks Online Setup & Training - Set up QuickBooks Online correctly and learn how to use it with confidence.escription text goes here

Choose the Level of Support That Fits Your Business

Whether you need reliable monthly bookkeeping or a more comprehensive financial management solution, I offer two packages designed to keep your books organized and give you confidence in your numbers.