Services & Pricing

Getting Started

On-going Support

Services Not Offered

Pricing

Meet to discuss type of business, bookkeeping needs, and accounting system.

Start or takeover Quickbooks file.

Organize and input existing transactions to current date.

The onboarding process is simple and I will make the transition smooth and quick so that you can get back to doing what you do best, running your business.

Download & categorize monthly transactions into QuickBooks

Serve as a liaison between you and your accountant throughout the year.

Email monthly financial statements to client

Monthly correspondence regarding financial status

Optional add-ons: invoicing, bill pay, income categorization, etc.

Legal business advice

Tax preparation

Manual payroll (I work with your payroll company: ADP, Gusto, etc.)

On-site bookkeeping

Potential clients are entitled to a FREE half-hour consultation. Let’s meet and see if we’d be a good fit.

• Please contact me for my hourly rate.

• After the first couple months of working together—once things are set up and cleaned up—we will agree on a fixed monthly rate so you know how much you’ll pay each month.