Services 


The bookkeeping needs of every client and every business can look vastly different. There is no ‘one size fits all’ solution to keeping your books current and accurate. Therefore, the way my bookkeeping services work and the price I charge is customized specifically to your business’s needs.  

The way it works is pretty simple. I host all my client’s books using Quickbooks Online. I can also use a variety of software and plugins that work with Quickbooks Online, depending on your  specific needs. I include the subscription fee for Quickbooks in my monthly bookkeeping package fees so that I can make the correct software choice for your specific situation.  This way you do not have to worry about a thing! 

A common concern with remote bookkeeping is how I will access your banking, credit card, and other financial information.  I will only ever VIEW your financial information. I will not be able to alter it or edit it in any way.  There are numerous options to keep your information confidential and secure. We can work together by sending and receiving documents and other information through your Quickbooks Online account.  We can also use software such as Hubdoc and Dashlane to securely manage and organize your bank information, statements, and passwords. 

We can discuss the best options for you when we set up your customized bookkeeping package.  

Monthly Bookkeeping Packages

Starting at $99/month*

All monthly packages include:

  • Quickbooks Online account setup (if needed)
  • Linking of bank & credit card accounts
  • Downloading of statements & importing transactions
  • Reviewing statements & properly classifying all transactions
  • Reconciling of all bank & credit card accounts
  • Generating of monthly & year-to-date reports

*Monthly packages and fees are customized to fit the specific needs of your business

*Additional services are available upon request

One-Time Bookkeeping Services

*Fees vary

  • Initial Quickbooks Online Account Setup 
  • Bookkeeping Catch Up
  • Bookkeeping Clean Up
  • Bookkeeping Check Up
  • Review of Transactions & Account Reconciliation
  • Quickbooks Questions & Consulting

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Quickbooks Certified ProAdvisor

A ProAdvisor is a Quickbooks-certified independent accounting professional who can provide strategic insights to drive small business success. Business is better with a ProAdvisor!