Services/Pricing
Quality service. Transparent pricing. No long-term contract.
Satisfaction guaranteed.
Level 1 – Simple
~ $300 to $450 / month
Quality bookkeeping to keep you organized and ready for tax season.
✓ Monthly transaction categorization
✓ Monthly bank and CC reconciliations
✓ Monthly financial statements
✓ Quickbooks account management
✓ High quality customer support
Level 2 – Well Rounded
~ $400 to $600 / month
Quality bookkeeping with added insights that fuel business growth.
✓ Monthly transaction categorization
✓ Monthly bank and CC reconciliations
✓ Monthly financial statements
✓ Quickbooks account management
✓ Priority customer support
✓ Light AP and AR tracking
✓ Loan tracking
✓ Class/Project tracking
✓ Quarterly performance reports
Level 3 – Go Getters
~ $650 to $800 / month
Quality bookkeeping with enhanced reporting and hands-on support.
✓ Monthly transaction categorization
✓ Monthly bank and CC reconciliations
✓ Monthly financial statements
✓ Quickbooks account management
✓ Priority customer support
✓ Light AP and AR tracking
✓ Loan tracking
✓ Class/Project tracking
✓ Quarterly performance reports
✓ Receipt tracking
✓ Custom reports and KPI dashboard
✓ Monthly business performance consultation
* Not ready for full service? Quarterly bookkeeping is available at 75% of the monthly rate. This works well if you don’t need frequent reports, but want to know everything will be updated and reconciled each quarter.
Rather than force you into a pre-built level at a fixed price, I build the exact price around the size and complexity of your business. Here’s what it looks like:
You and I jump on a quick call phone to do three things:
1. Diagnose the actual problems your business is facing
2. Establish the services that will make the biggest impact.
3. Determine the corresponding monthly fee.
Through this pathway, you never over-pay, we get aligned from the get-go, and we hit the ground running. The consultation is free with no obligations, and by the end you’ll be on a path to reclaiming your time, energy, and money.
Referral Program: With my satisfaction guarantee, I trust you will be pleased with the service you receive and glad to mention me to other business owners as conversations arise, so I offer my clients unlimited $100 credits for anyone you bring my way that signs an engagement for Cleanup or Monthly Bookkeeping.
Whether you love sales, networking, or just want to find a way to offset your own bookkeeping costs, referring your colleagues may prove to be a fun—and profitable—approach!

