Services we offer

Monthly Bookkeeping

Starting at: $300/month

Ongoing bookkeeping to keep your financials accurate, organized, and up to date.

Includes:

  • Monthly QuickBooks transaction categorization

  • Bank & credit card reconciliations

  • Monthly financial statements (Profit & Loss, Balance Sheet)

  • Basic email support

  • Ongoing bookkeeping maintenance

Catch-Up / Clean-Up Bookkeeping

Custom Quote (Requires Diagnostic Review – $99)

For businesses behind on their bookkeeping or needing corrections to existing records.

Includes:

  • Full review of QuickBooks file

  • Transaction cleanup and correction

  • Bank and credit card reconciliation fixes

  • Catch-up of missing months or years

  • Updated financial reports

📌 Pricing is based on how far behind the books are and transaction complexity. If Services engaged $99 may be applied toward a cleanup project or ongoing bookkeeping services if you move forward within 30 days.

Quarterly Bookkeeping

Starting at: $900 per quarter

Ideal for businesses or organizations that do not require monthly bookkeeping.

Includes:

  • Quarterly bank & credit card reconciliations

  • Financial statement preparation

  • QuickBooks review and adjustments

  • Catch-up corrections (if needed within the quarter)

  • Quarterly reporting package

Open financial planner with budget and expense sheets, a gold pen, and a wooden bowl with paper clips on a white desk.
Top-down view of a person typing on a silver laptop keyboard at a white round table. The person is wearing a beige sweater with lace cuffs and a black smartwatch. On the table, there is a potted plant, a pair of glasses, a marble-patterned phone, a notebook, a pen, sunglasses, and a black notebook with a green tab.

Accounting Software Setup (QuickBooks Online)

Starting at: $500 one-time

For new businesses or those needing a properly structured accounting system.

Includes:

  • QuickBooks Online setup or restructuring

  • Chart of Accounts setup and organization

  • Business profile configuration

  • Initial transaction setup guidance

  • Basic walkthrough/support

Person sitting at a wooden desk using a smartphone with a silver laptop open in front of them, a notebook with handwritten notes and a blue pen nearby.

Additional Services

Diagnostic Review

$99 one-time

A full review of your QuickBooks file to identify issues, cleanup needs, and ongoing bookkeeping requirements.

Includes:

  • Review of current QuickBooks setup

  • Identification of errors or inconsistencies

  • Assessment of cleanup or catch-up needs

  • Recommended bookkeeping plan moving forward

📌 Required for all catch-up bookkeeping projects.

1099 Management

$10.00 per vender

  • w-9 to any vendors

  • 1099 filing at year end