BOOKKEEPING SERVICES FOR SMALL BUSINESSES

I specialize in helping cleaning and home service specialists move from financial uncertainty to confidence in knowing their real profit.

Our Core Values:

  • Accuracy: Doing things the right way with best practices.
  • Timely Reporting: Preventing tax season panic by providing real-time visibility.
  • Relational Guidance: Partnering with owners so they can use financial data for critical business decisions.

Diagnostic Review:

This is where we do a deep dive into your books to see exactly what’s going on under the hood. We look for ghost money, messy entries, or anything that might cause a headache at tax time. You’ll get a clear report of what we find and a plan to get everything back on track.

Price: $350 and it can be applied to the clean up project if you choose to work with us.

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ONE-TIME CLEAN UP:

If your books haven’t been touched in months (or even years), don’t worry. We specialize in stepping into the mess and getting everything organized, reconciled, and tax-ready. We’ll take you from uncertainty to clarity with your financial state.

Pricing is based off of the individual needs of the business and determined through a diagnostic review.

STRATEGY SESSION:

Whether you need a QuickBooks lesson or a deep dive into your numbers, these one-on-one sessions are designed to give you answers without the monthly commitment. We can use this time however you need it most: quickbooks training, pricing and profit check, or expert guidance for all your bookkeeping questions.

full service monthly bookkeeping:

Full service monthly Bookkeeping: There are 3 tiers based on business complexity and size. Each tier includes the following.

  • Transaction Management: Professional categorization of all expenses, income, and owner contributions.
  • Audit-Ready Books: Monthly bank and credit card reconciliations to ensure every penny is accounted for.
  • Trial Balance Reporting: Closing your books monthly and providing clear financial reports.
  • The 15-Min Focus: A monthly meeting where we briefly review your Profit & Loss so you always know where you stand.

BASIC

$350+
  • Small businesses with simple financial activity.
  • Core Features Include: Under 100 transactions, up to 3 bank/CC accounts, and standard categorization (loans, assets, 1099 management.)

STANDARD

$550+
  • Growing businesses with moderate monthly activity.
  • 100–300 transactions, up to 5 bank/CC accounts, and moderate complexity (loans, assets, 1099 management.)

COMPLEX

$900+
  • High-activity businesses with several operational systems.
  • 300+ transactions, up to 7 bank/CC accounts, and higher complexity (loans, assets, 1099 management.)
Optional add ons include receipt management, AP and AR, budget management, sales tax filing, 1099 tracking, etc

CO-PILOT bookkeeping:

If you aren’t ready to fully offload your bookkeeping but you’re tired of wondering if you are doing it right, the Co-Pilot tier is for you. This is a collaborative partnership where you manage the day-to-day entries, and we ensure your numbers are accurate.

CO-PILOT BASIC

$200+
  • Solo operators or very small businesses with simple activity.
  • Under 50 transactions, up to 2 accounts, and a 1-hour monthly collaborative session where I do the reconciliations to ensure accuracy. Text support included.

CO-PILOT STANDARD

$350+
  • Growing businesses wanting more hands-on guidance.
  • Up to 150 transactions, up to 4 accounts, and a 90-minute monthly collaborative session where I provide expert guidance do the reconciliations to ensure accuracy. Text support included.
SCHEDULE YOUR DISCOVERY CALL

*a note about services: Services start at base prices but go up from there based on the complexity of the business.