Bookkeeping Packages Built for Small Business Success

Perfect for "solopreneurs" and small service businesses who need the essentials handled.

Includes:

• Monthly transaction categorization and reconciliation (up to 2 bank/credit accounts)
• Basic monthly financial reports (Profit & Loss, Balance Sheet)
• Email support for bookkeeping-related questions

Great for staying compliant and keeping tabs on your business health.

Ideal for growing businesses with a team to support and bigger goals ahead.

Includes:

• Everything in the Starter Plan

Plus: 

• Payroll support and coordination (up to 10 employees or contractors)Cash flow summary reports
• 1 quarterly review call (30 minutes) to go over your numbers and strategy

 Perfect for owners ready to make smarter financial decisions and plan ahead.

Designed for businesses ready to fully outsource their bookkeeping and focus 100% on growth.

Includes:

•  Everything in the Growth Plan 

Plus:

• Custom financial reports (KPIs tailored to your goals)
•  Up to 5 bank/credit accounts managed
• Priority email and phone support
• Quarterly tax packet preparation for your CPA

Best for busy owners who want deep financial insight without lifting a finger.

I also offer custom packages tailored to your business needs.
Contact me to discuss your perfect fit!

As a Certified QuickBooks ProAdvisor, I offer expert support to help you get the most out of your bookkeeping software.

Here’s how I can help:

• QuickBooks Online setup and clean-up
• Chart of Accounts customization
• Monthly QuickBooks maintenance and troubleshooting
• QuickBooks tips, training, and support for you and your team
• Integration assistance (apps like payroll, invoicing, time tracking, etc.)