Pricing
Simple Essentials
Core bookkeeping for solo business owners and very small businesses with straightforward finances.
- One checking account, one savings account, and one credit card
- Up to 50 transactions per month
- Monthly transaction import, categorization, and reconciliation
- Monthly Profit & Loss statement
- Monthly Balance Sheet (if applicable)
- Monthly written summary with highlights
- Year-end tax-ready export
- Email support
Not included:
- Additional accounts beyond the included set
- More than 50 transactions per month
- Invoicing (AR) or bill pay (AP)
- Payroll processing
- Sales tax filings
- Cleanup or catch-up work
Standard Plus
Comprehensive bookkeeping for small businesses with more activity and the need for a bit more structure.
- Multiple checking, savings, and credit card accounts (up to 5 total)
- Up to 100 transactions per month
- Monthly transaction import, categorization, and reconciliation
- Light AR/AP support (record-only)
- Monthly Profit & Loss and Balance Sheet
- Monthly written summary with highlights
- Year-end tax-ready package
- Email support
- Optional quarterly 20-minute review call
Not included:
- More than 5 accounts or 100 transactions/mo
- Full invoicing or bill-pay management
- Payroll processing or setup
- Sales tax calculations and filings
- Historical cleanup or catch-up
- Complex reporting (departments, KPIs, forecasts)
Growth Pro
Full-service bookkeeping for growing businesses with higher volume, more accounts, and payroll needs.
- Multiple checking, savings, and credit card accounts (up to 8 total)
- Up to 200 transactions per month
- Monthly transaction import, categorization, and reconciliation
- Full AR/AP support
- Payroll processing for employees
- Monthly Profit & Loss and Balance Sheet
- Monthly written summary with highlights
- Year-end tax-ready package
- Email support
- Quarterly 20-minute review call
Not included:
- More than 8 accounts or 200 transactions/mo
- Sales tax calculations and filings
- Historical cleanup or catch-up
- Complex reporting (departments, KPIs, forecasts)
Need something outside these packages? Contact me for a custom quote.
Pricing Calculator
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Frequently Asked Questions
What software do you use?
I support the three leading small-business accounting platforms: QuickBooks Online, Xero, and Wave. I can help you get set up on whichever platform best fits your business, or work with your existing account.
How often will I receive financial reports?
Monthly. You'll receive your Profit & Loss statement, Balance Sheet, and any custom reports by the 15th of the following month.
Do you work with businesses outside your area?
Absolutely. I work with small businesses nationwide through remote bookkeeping services. Everything is handled through your accounting platform and secure file sharing, so location is never a barrier.
What's included in the free consultation?
We'll discuss your current bookkeeping situation, your business needs, and which package would be the best fit. There's no obligation and no pressure. It's a chance for us to see if we're a good match.
How do I send you my financial documents?
I accept documents through your accounting platform's built-in features, secure email, or other secure file-sharing methods. I'll set up a system that works best for your workflow.
Can you help me catch up on past bookkeeping?
Yes. If your books need cleanup, we'll start with a catch-up period (typically 1-3 months depending on the backlog) before transitioning to regular monthly service. Catch-up work is quoted separately.
What are your payment terms?
Services are billed monthly on the 1st or 15th (your choice). I accept checks and ACH/direct deposit. Payment is due within 15 days of invoice date.
Ready to Get Started?
Schedule a free consultation to discuss your bookkeeping needs and find the right package for your business.
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