We exclusively use QuickBooks Online to deliver accurate, reliable financials — whether you're looking for monthly support, quarterly catch-ups, or year-end prep.
Starting at $85/month + QBO subscription Perfect for staying on top of your numbers month-to-month. We handle your books so you can stay focused on running your business.
📌 Best for active businesses with regular income/expenses.
Starting at $225/quarter + QBO subscription
Includes:
📌 Ideal for landlords, small real estate portfolios, and seasonal businesses.
We collect W9s, prepare Forms 1099-NEC, and file them with the IRS — including sending digital or paper copies to contractors.
Custom pricing – based on volume and time period
We’ll get you caught up and ready for tax time or loan applications.
📌 Includes account cleanup, missing transaction entry, and reconciliations.
Need help getting started the right way or unsure if your books are accurate? We’ll set up your chart of accounts, help connect banks, and provide structure.
A full review your existing QBO file and suggest improvements.
Learn the essentials of bookkeeping with hands-on guidance tailored for business owners and aspiring bookkeepers who prefer to manage their own books.
I offer a live Zoom training session where I walk you through bookkeeping basics, best practices, and how to confidently maintain your financial records. During our call, you’ll get practical instruction, real-time answers to your questions, and tips customized to your business setup. By the end, you’ll have the knowledge and tools to manage your books accurately and efficiently.
Starts at $25/month (Google Sheets)
Want to see your financials in a visual format? We’ll build a custom Google Sheets dashboard to track key metrics like income, expenses, property performance, or budget vs. actuals.
Add to any package: $25/month
We’ll help you go paperless. Snap photos or forward receipts, and we’ll store and match them inside your portal and QBO.
Pricing listed is starting rate and may vary based on business complexity and volume. We'll always provide a custom quote before beginning any work.
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