Services

What’s typically included: 

• • Categorizing and reconciling transactions each month.

  • Monthly financial statements, including a profit and loss statement and balance sheet.

  • A monthly review meeting to go over your numbers and answer questions.

  • Email support for routine bookkeeping questions between meetings.

How pricing works:

• • Flat monthly packages based on the size and complexity of your business, with a one-time setup fee. Minimum monthly engagement: $500.

Tools:  I primarily use Xero, and I’m also QuickBooks Online certified.

What’s typically included:

• Setting up or reviewing your Xero or QBO file for a clean starting point.

• Creating or refining your chart of accounts so it matches how your business actually works.

• Connecting bank and credit card feeds, where appropriate.

• Basic workflow recommendations (how and when to get me documents, what you handle vs. what I handle).

How pricing works:
One-time project fee, based on the size and complexity of your business and how much setup you need. Often paired with a one-time books review and/or a move into monthly bookkeeping.

What’s typically included:

• A review of your existing Xero or QBO file, focusing on recent months and key accounts.

• A high-level check of your chart of accounts, bank reconciliations, and transaction coding.

• A short written summary of what’s working well, what’s confusing, and suggested next steps.

• A review call to walk through the findings and answer questions.

How pricing works:

• Flat project fee, based on the size and complexity of your business. If you decide to move into monthly bookkeeping or a simple catch‑up project afterward, I’ll apply part of this fee toward that work.

Tools:

• I work in Xero and QuickBooks Online. For very simple businesses, we can discuss whether Zoho Books is a good fit.

What’s typically included:

• A review of your existing books to see what’s missing or miscategorized.

• Cleanup and corrections for recent past periods (as agreed in your proposal).

• Bringing accounts up to date so balances match bank and credit card statements.

• A clear summary of what was fixed and where things stand now.

Who this is for:

• Limited to recent periods, typically one to three months behind.

• Organized businesses with business and personal spending already separated.

• No major historical cleanup, complex migrations, or forensic reconstruction- those are outside my current scope.

How pricing works:

• Project‑based pricing, confirmed after a diagnostic review of your books. The diagnostic is a paid service, and if you move forward, part of that fee is applied to your catch‑up project.

What’s typically included:

• Creating and sending client invoices using your existing invoicing platform (when it's a good fit).

• Recording and scheduling vendor bills for payment, based on your approvals.

• Keeping AR and AP organized so you know what’s coming in and what’s going out.

How pricing works:
Add-on pricing, available only for ongoing monthly bookkeeping clients. Rates depend on invoice/bill volume and the platforms you use; we’ll discuss options during your consult.

Tools:
Availability depends on your systems and workflows, but I primarily work with Xero and tools that integrate well with it, as well as QuickBooks Online-friendly platforms. 

I want you to know exactly what I do and where I draw the line, so you’re never guessing.

I don’t offer:

• Tax preparation or tax filings.

• Payroll processing.

• Ongoing sales tax filings for online service businesses (for now).

• Bookkeeping for businesses that mix personal and business finances and aren’t willing to separate them.

What I can help with around taxes:

• Year-end 1099-NEC preparation and filing for your contractors, based on clean books and complete information from you.

• Providing organized financial reports and answering bookkeeping questions for your CPA or tax pro.

What I need from you:

• Fully separate personal and business bank/credit card accounts (or a real commitment to get this in place within six months).

• Timely responses and access to the information I need to keep your books accurate.

How I support you anyway:

• I’m happy to coordinate with your CPA or tax pro.

• I provide clean, organized books and clear explanations so your advisor has everything they need.