Monthly Bookkeeping
Are you ready for done-for-you bookkeeping to free up your time and energy?
Spend more time on what you enjoy.
Get peace of mind knowing that your books are up-to-date and you're not missing important compliance deadlines.
Run your business more efficiently.
Have the information to make smart decisions as you grow your business and increase profits.
We work with freelancers, solopreneurs, and small-and-growing service-based businesses. Our clients are coaches, healers, therapists, designers, artists, real estate agents, teachers, financial advisors, and private individuals. We can help whether you're just getting started, or you've been in business for quite a while.
All Monthly Packages Include
Entry & categorization of financial transactions
Reconciling 1 Bank & 1 Credit Card account
Monthly Income Statement
Monthly Balance Sheet
Phone/email support
3 1099s filed annually
Clean data for your CPA at tax time
Quarterly consultations
Optional Add-Ons
QuickBooks Online Subscription
Additional accounts
Hubdoc, Bill.com, Plooto, etc. app subscriptions
Monthly Consultations
Sales Tax Filing
Additional 1099s
Gusto Payroll
Custom Reports
Monthly packages start at $325/month for a business with basic bookkeeping needs. All monthly bookkeeping packages are customized to give you what you need for success without any extras that you don't need. Because each business is different, please schedule a free, no-obligation consult call to see if we’re a good fit and to get a custom quote. No long-term contracts required - you may cancel your monthly package anytime with a 30-day notice.
Click the button above to schedule a free discovery call now.
One-time Bookkeeping Services
Set-up your system
Are you just getting started with your business? Maybe you've been using the same account for your business and personal transactions? This is for you if you're ready to get serious about tracking your money and getting organized..but you're not sure where to start. We can help you choose the right software and add-ons, set up your chart of accounts, and get you set up for success.
catch-up bookkeeping
Do you have a bookkeeping system but haven't used it in a while? Have you been too busy to keep up with your books? Or maybe it's just something you really don't want to do.
Get your books caught up and in great shape, whether you're many months...or even years... behind. Imagine the relief when you take this off of your to-do list!
(Monthly Package Set-up Fee is waived for Catch-up clients!)
Clean-up or review
Your bookkeeping system may already be set up and you're using it regularly. But what if there are a few things you're not sure about, or things have gotten a bit disorderly? Schedule a free consult and I can get to work tidying things up for you. This is great for DIY-er's before the year end, or even quarterly. This quick and easy service really boosts your confidence and trust in yourself and your system.
Set-up, Catch-up and Clean-up jobs are unique for each business, and may be billed as a flat fee or hourly. (If hourly, our rate for these services is $70/hour.) Click above to schedule a free, no-obligation consult call to discuss what will work best for you. And if you need something you don't see here, we can talk about that too.