Explore Our Services

Before any cleanup or catch-up project begins, a thorough Books Assessment ensures we know exactly what we’re working with. I review your existing records, identify problem areas, and deliver a written findings report which includes a recommended plan, timeline and project quote. If you choose to move forward, your assessment fee is applied to your project.

$350

Behind on your books? You’re not alone — and it’s never too late to get back on track. Whether you’re a few months behind, a year, or more, I will untangle the mess, reconcile all of your accounts and deliver clean, accurate financials you can actually use.

Starting at $750 — final price determined after assessment

Starting fresh? Set your business up for financial success from the beginning. I will build a customized QuickBooks foundation including chart of accounts, bank feed connections, opening balances and automated recurring transactions to set you up for organized, accurate bookkeeping.

Starting at $500 - varies by complexity

I categorize your transactions, reconcile all of your bank and credit accounts, and deliver monthly financial statements and customized reports with the information that matters to you.

Starting at $400 a month