Monthly Bookkeeping
Flat Rate Starting at $199/month

All Monthly Plans Include

✅ Transaction Matching
We categorize and match your income and expense transactions so everything is properly organized.

✅ Bank & Credit Card Reconciliation
Your accounts are reconciled every month so your balances stay accurate and your books stay clean.

✅ Profit & Loss Reports
Clear, easy-to-read reports delivered at the end of each month — easy to read and tax-ready.

✅ Ongoing Support
Have questions or need help understanding a report? I’m always a quick message away.

Catch-Up Bookkeeping
Flat One-Time Fee

If you’ve fallen behind on your bookkeeping, we’ll help you get everything fully up to date, whether you’re missing a few months or an entire year.

You'll receive a flat-rate quote upfront, based on the number of months and your transaction volume. No hourly guessing, no surprise costs.

We’ll:

• Organize and categorize your transactions

• Reconcile your accounts

• Deliver a clean, accurate, tax-ready Profit & Loss report

💡 Catch-up pricing is designed as a one-time service to help new clients get current before starting regular monthly bookkeeping. If you're looking for occasional once-a-year cleanup, catch-up rates won't replace the value of consistent monthly service.

Frequently asked questions

Do I need to already use QuickBooks Online to work with you?

No, you don’t have to be using QuickBooks Online yet. I exclusively work in QBO, and if you’re not set up, I can help you get everything created and organized so your books start clean from day one.

What if I’m behind on my books?

Totally fine. Many new clients are a few months behind. I offer a one-time catch-up service to bring everything up to date before we move into monthly bookkeeping.

If I’m behind, how long does catch-up bookkeeping usually take?

Timing depends on how far behind you are, how many accounts you use, and how many clients I already have in the queue. Some books need only a light cleanup, while others need more detailed work. Most catch-up jobs are completed within a few days to a week once I have all your documents. I’ll give you a clearer estimate after reviewing everything during the discovery call.

What do you need from me each month?

Just your bank and credit card statements, along with any receipts you want added. I can also help you get set up with Hubdoc, which makes it simple to upload receipts from your phone or email. It keeps everything organized in one place and reduces the amount of back-and-forth, making the monthly process easier for you. No paperwork or drop-offs needed.

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 month properly and deliver your final reports.