Better books. Better insight. Better peace of mind.
Behind every set of books is a person, a family, and a dream. Your business is built through your time, your effort, and your care — and your finances deserve that same attention. I help bring clarity and order to your books so you can work with greater peace, make decisions with confidence, and focus your energy on the things that matter most.
Our Bookkeeping Services
Monthly Bookkeeping
Stay on top of your finances with a reliable monthly process that keeps your books accurate and tax-ready.
Bank & credit cards reconciled monthly
Smart rules for automated categorization
Financial statements delivered within 15 business days
Email support for quick money questions
Optional Financial Insights video (+15% of plan)
Cleanup or Catch-up
Behind on your books? We fix and organize everything fast so you can file taxes and make decisions with confidence.
Rebuild months or years of records
Use advanced tools to import statements
Every transaction reviewed and corrected
Tax-ready handoff for your CPA
Consulting & Training
Keep bookkeeping in-house with expert setup, training, and periodic reviews to keep your team confident and accurate.
Personalized QuickBooks setup and training
Chart of accounts and workflow optimization
Monthly or quarterly accuracy reviews
Option to upgrade to monthly service anytime
Why Outsource?
Stop drowning in spreadsheets. See what changes when you hand your books to the experts.
Doing It Alone
- Messy, disorganized books
- Unreconciled bank accounts
- Unreliable financial reports
- Cash flow surprises
- Stressful, scrambled year-end
- Risk of penalties and late fees
- Hours of your time lost every month
Doing It With Us
- Accurate, up-to-date books
- Tax-ready records year-round
- Real-time financial reports
- Proper systems and workflows
- Strategic planning support
- A dedicated bookkeeper who knows your business
- Time back to focus on what you do best
Pricing
Transparent pricing. No contracts. First month satisfaction guarantee or you do not pay.
Essential
Simple, accurate bookkeeping every month
$300 to $350 / month
✓ Monthly bank and card reconciliation
✓ Expense categorization with bank rules
✓ Monthly financial statements
Best for freelancers and solo owners under $100k revenue
Professional
Clear numbers that support growth
$350 to $450 / month
✓ Everything in Essential
✓ Light AR and AP tracking
✓ Quarterly performance summary
✓ Priority support
Best for growing businesses with multiple accounts
Premium
Hands-on support and advanced reporting
$450 to $750 / month
✓ Everything in Professional
✓ Custom reports and KPI dashboards
✓ Accrual, payroll, and loan tracking
✓ Monthly Loom walkthrough
✓ CPA-ready books for tax time
Best for established or multi-entity businesses