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MY SERVICES
ESSENTIAL PACKAGE
Simplify your books, focus on your business
Starting a business is tough; keeping your books organized shouldn't be. The Essential Package is perfect for small businesses and startups with simple financial needs. I handle the basics so you can focus on growing your business.
What’s Included:
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Categorization of up to 100 transactions monthly, ensuring your books stay clean and accurate.
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Monthly reconciliation of 2 financial accounts (e.g., bank and credit card accounts).
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Standard financial reports (Profit & Loss, Balance Sheet) delivered monthly for a clear financial snapshot.
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Email support for quick bookkeeping questions.
Who It’s For:
Small service-based businesses with a manageable number of transactions looking to maintain well-organized records.
Price: $150/month*
GROWTH PACKAGE
Effortless bookkeeping for your expanding business
Your business is growing, and so are your bookkeeping needs. The Growth Package is designed for businesses with higher transaction volumes or more complex financial processes. I take care of the details so you can focus on scaling your business.
What’s Included:
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Categorization of up to 200 transactions monthly for precise financial tracking.
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Monthly reconciliation of up to 5 accounts to ensure accuracy.
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Comprehensive financial reports (Profit & Loss, Balance Sheet, and Cash Flow Statements).
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Quarterly budget reviews to help you make informed financial decisions.
Who It’s For:
Growing businesses ready to optimize financial operations without adding administrative burdens.
Price: $250/month*
PREMIER PACKAGE
Your trusted partner for financial clarity and growth
Take your business to the next level with The Premier Package. This all-inclusive service provides you with comprehensive financial management and personalized advice to ensure your business thrives.
What’s Included:
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Categorization of unlimited transactions for complete financial coverage.
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Reconciliation of all financial accounts (up to 10 accounts).
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Customized financial reports, including detailed metrics tailored to your business.
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Budgeting and forecasting tools to plan your financial future.
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Monthly advisory sessions (1 hour) to review performance and set strategic goals.
Who It’s For:
Established businesses seeking full-service bookkeeping and proactive financial management.
Price: $400/month*
Special Offers
Referral Rewards: $25 service credit for each referral who becomes a client!
Sign-On Bonus: Buy 2, get one free. Sign up for 2 months and get the third month free. (New clients only)
*All listed package pricing assumes the use of QuickBooks Online.
You’re welcome to use your own QuickBooks Online (QBO) subscription, purchase one independently, or buy it through me at a discounted rate. (Heads up: QBO cost is not included in the package pricing.)
Not ready for QuickBooks yet?
No problem. I also offer a simplified, spreadsheet-based service for solo providers and early-stage businesses who want financial clarity without committing to software—yet.
Let’s talk to see if the Spreadsheet Starter is a better fit for where you are right now.
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