Bookkeeping solutions for solopreneurs and small business owners.

You started your business to do what you love and you are good at what you do. We've been working with solopreneurs and small business owners just like you for nearly two decades, we understand your industry, the challenges you face, and how you just want to help your clients and customers.

What you don't want to do is spend additional hours trying to make sense of your books.

So instead, Let's Do it Together!

Work With Me

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Bookkeeping Services

Done For You Bookkeeping

Your business is unique, and so are your bookkeeping needs. We offer tailored packages that adapt as your business grows, ensuring you always have the right support.

Quarterly Services

For Start Ups & Freelancers who just want their books to be done, and don't want to have to do it themselves.

QuickBooks Online Ledger file
Customized Chart of Accounts
Secure file sharing portal
Quarterly classification of all transactions
Quarterly reconciliation of all business bank, credit card, & liability accounts
Quarterly Management Reports
Year End package for Tax Preparer
Email support

Starting at $400 / quarter

Essential Services

Perfect for the solopreneur or freelancer who is growing and finding it difficult to do it all themselves.

Customized Chart of Accounts
Secure file sharing portal
Monthly classification of all transactions
Monthly reconciliation of all business bank, credit card, & liability accounts
Monthly Management Reports
1099 Processing up to 5 forms
Year End package for Tax Preparer
Email support

Starting at $300 / month

Premium Services

Perfect for the small business or partnerships looking for more frequent updates.

Customized Chart of Accounts
Secure file sharing portal
Weekly classification of all transactions
Weekly recording of sales information
Monthly reconciliation of all business bank, credit card, & liability accounts
Monthly Management Reports
1099 Preparation and filing up to 10 forms
Year End package for Tax Preparer
Unlimited Communication with Tax Preparer
Email support

Starting at $550 / month

Add On Services

Customize your package with additional services like payroll processing, tax preparation, or QuickBooks Desktop conversion. Only pay for what you need.

1099 Preparation & Filing (if not already included in the package)
Payroll Processing & Management
Monthly Sales & Use Tax Preparation & Filing (if not already included in package)
QB Desktop Conversion Services
QBO Set Up
QBO Clean Up Services

Pricing varies, contact for more information

Schedule a Call

QuickBooks®

QuickBooks® Services

Getting your books in order doesn’t have to be stressful. Our QuickBooks® services will get you set up or caught up so you can run your business with confidence and clarity.

QuickBooks® Set Up

Get started on the right track

Starting with QuickBooks® Online? We’ll set you up for success with a custom chart of accounts, training, and resources to manage your books confidently

You will receive:

Determination of the best QuickBooks® subscription for your business
Custom Chart of Accounts
Link to business & credit card accounts
One hour training on the software
QBO Guide for your reference

Starting at: $400 / company

QuickBooks® Clean Up

Is your QuickBooks® file feeling more like a puzzle than a tool?

Let’s put the pieces back together—without the stress

Whether your books are months behind, full of duplicates, or just not adding up, we’re here to help. Our QuickBooks® Clean Up service is designed for solopreneurs and small business owners who need clarity and confidence in their financial records. We’ll work with you, without judgment, to get your books up-to-date and organized, so you can focus on what you do best

Why Choose Our QuickBooks® Clean Up Service?

Tailored to Your Needs: We understand that every business is unique. Our approach is customized to fit your specific situation, whether you're catching up on months of transactions or correcting years of categorization errors.
Expert Guidance: With over 20 years of experience, we provide expert support to ensure your QuickBooks® file is accurate and reliable.
Stress-Free Process: We handle the complexities, so you can have peace of mind knowing your financial records are in good hands.
Ongoing Support: Once your books are clean, we offer options for ongoing bookkeeping services or training to empower you to manage your finances confidently.

Starting at: $2000.00

Book a Call

Easy as 1-2-3

01 Schedule a Consultation and fill out the questionnaire

Filling out the questionnaire allows us to have a efficient consultation and to make sure that we are good fit for your needs

02 We Talk

During the consultation we will learn more about you and your business. We will talk about your processes, what frustrates you, what are your big concerns, and discuss how our bookkeeping packages can help.

03 Let's Go

Based on our conversation we'll design the package that is the "just right" fit for you and your business with a flat rate fee, so there are never any billing surprises.

Schedule Now