Monthly Bookkeeping
Flat Rate Starting at $199/month

I keep it simple flat rates, no surprises, and books that are actually useful to you. I don't believe in hourly billing games or hidden fees, just dependable bookkeeping every single month so you can focus on your craft.

Every plan includes monthly reconciliation, transaction matching, and a simple profit and loss report.

A cluttered workspace featuring a laptop, various bills, a list of subscriptions, credit cards, and a marker. The papers include invoices from different utility companies and entertainment services, with one paper having handwritten notes detailing subscription plans and prices.
A cluttered workspace featuring a laptop, various bills, a list of subscriptions, credit cards, and a marker. The papers include invoices from different utility companies and entertainment services, with one paper having handwritten notes detailing subscription plans and prices.

All Monthly Plans Include

Transaction Matching
I categorize every dollar so your income and expenses stay organized.

Bank & Credit Card Reconciliation
Your accounts are squared away every month so your balances stay clean.

Profit & Loss Reports
I deliver clear, easy-to-read reports at month-end so you actually know your numbers.

Ongoing Support
Have questions, I’m here to help you understand your reports, no jargon required."

Catch-Up Bookkeeping
Flat One-Time Fee

Behind on 2025?

Don't sweat it. Whether you’re missing a few months or haven't looked at a receipt in a year, I’ll turn your 'shoebox' into a clean, tax-ready Profit & Loss statement.

You’ll receive a flat-rate quote upfront based on your volume. No guessing, no surprise costs—just a clean slate.

I will:

  • Organize and categorize your backlogged transactions.

  • Reconcile your accounts to the penny.

  • Deliver a clean, accountant-ready report for your tax person.

pile of printing papers
pile of printing papers

Frequently
Asked Questions

Do I need to already use QuickBooks Online?

No. I work exclusively in QuickBooks Online because it’s the best tool for the job, but if you’re not set up yet, I’ll handle the transition for you so you start clean from day one.

What if I’m behind on my books?

That’s my specialty. Most new clients start a few months behind. We’ll get you caught up first, then move into a steady monthly rhythm so you never fall behind again.

What do you need from me each month?

Just your bank and credit card statements, along with any receipts you want added. I’ll show you how to use QuickBooks Receipt Capture, which makes it simple to upload receipts from your phone or email. It keeps everything organized in one place and makes the monthly process easier for you.

no paperwork or office drop-offs needed, and you can do it all from the comfort of your home.

Can I cancel anytime?

Yes. All services are month-to-month with no long-term contracts. If you'd like to stop service, I just ask for a simple 30-day notice so there’s enough time to wrap up your final reports properly.

a yellow umbrella with a question mark underneath it
a yellow umbrella with a question mark underneath it