Bookkeeping & QuickBooks Services
Start with setup or choose ongoing support. Every option is designed to keep your books clean, accurate, and stress-free.
🚀 QuickBooks Setup
One-Time Onboarding & Financial Setup
Get QuickBooks structured correctly from the start so your books are organized and easier to manage.
- Full QuickBooks setup
- Chart of accounts creation
- Bank and credit card connections
- Workflow and system organization
- Basic walkthrough and guidance
Best for new businesses or businesses starting fresh in QuickBooks
Book a Meeting✨ Essential
One-Time Onboarding: $750
Reliable monthly bookkeeping to keep your business organized and your numbers accurate each month.
- Monthly bookkeeping
- Account reconciliations
- Expense categorization
- Monthly financial reports
Best for small businesses needing consistent, reliable bookkeeping support
Book a MeetingProfessional
One-Time Onboarding: $1,000
Deeper support, stronger oversight, and better visibility into your business finances each month.
- Everything in Essential
- Accounts payable and receivable support
- Payroll support
- Monthly financial review
Best for growing businesses needing more hands-on support
Book a Meeting🏆 Executive
One-Time Onboarding: $1,500
Full accounting support with higher-level financial visibility, planning, and collaboration.
- Full accounting support
- Accrual accounting
- Forecasting and insights
- CPA collaboration
Best for businesses wanting full financial oversight and advisory-level support
Book a MeetingNot sure where to start? Book a quick call and I’ll guide you to the best option — no pressure.
Billing, Payment & Recommendations
Clear expectations help us start smoothly and keep your books accurate, consistent, and on schedule.
Billing & Payment Terms
- First month of service is due at signup
- Monthly bookkeeping is billed in advance
- Auto-pay is required for recurring monthly services
- One-time onboarding/setup is billed before work begins
- Any separate cleanup or catch-up work is quoted and approved separately
Recommended for the Best Results
Clients get the best outcome when QuickBooks is set up correctly from the start and bookkeeping is handled consistently each month.
- Start with setup if QuickBooks is new or not organized properly
- Choose monthly support if you want accurate books and fewer surprises
- Address cleanup first if current books are unreliable before beginning ongoing service
This structure helps work begin on time and keeps reporting accurate without unnecessary delays.
Is This the Right Fit for You?
I work best with business owners who want accurate books, clear communication, and long-term consistency — not quick fixes.
We’re a Great Fit If You:
- Want reliable, ongoing monthly bookkeeping
- Use (or are willing to use) QuickBooks Online
- Prefer flat monthly pricing instead of hourly billing
- Value accuracy, communication, and consistency
We May Not Be the Best Fit If You:
- Need same-day or emergency bookkeeping
- Prefer hourly or one-off support only
- Are only looking for tax preparation
- Are shopping only for the lowest price
Behind on Your Books?
If your accounts are not reconciled, transactions are miscategorized, or your reports do not look right, monthly bookkeeping is usually not the first step.
Start with QuickBooks Cleanup first so your books are accurate — then ongoing monthly bookkeeping becomes simple, reliable, and stress-free.
Not sure whether you need cleanup or monthly bookkeeping? Book a quick call and I’ll point you in the right direction.