Customizable Accounting & Bookkeeping Services

Tailored solutions to fit your unique business needs.

Monthly Maintenance Fee – $50/month

This mandatory fee covers:

  • Regular email correspondence and check-ins
  • Minor adjustments or support
  • Time spent managing your account outside core services

💡 Ensures consistent, proactive service for every client.

Recommended Plans

Quick-start your business with confidence.

Small Business

$150monthly
  • Monthly Maintenance Fee ($50)
  • Ongoing Bookkeeping ($50)
  • Contractor Management ($50)

Agency

$225monthly
  • Monthly Maintenance Fee ($50)
  • Ongoing Bookkeeping ($50)
  • Contractor Management ($50)
  • Accounts Receivable Management ($75)

Commercial

$325monthly
  • Monthly Maintenance Fee ($50)
  • Ongoing Bookkeeping ($50)
  • Contractor Management ($50)
  • Accounts Receivable Management ($75)
  • Accounts Payable Management ($100)

Customize Your Plan

Choose the services that best suit your business

Services Price
Ongoing Bookkeeping

Incl: Transaction categorization, bank/credit card reconciliations, monthly financial review

$50/month
Bookkeeping Clean-Up

Incl: Incomplete or inaccurate books, prior-period corrections, bank/credit card reconciliation backlogs, misapplied transactions, undeposited funds issues, A/R or A/P corrections from prior months *Clean-up is always completed before monthly services begin

$95/hour
Contractor Management

Incl: tracking contractor payments, ensuring proper categorization, monthly contractor summary, prep for 1099 filing (filing billed separately)

$50/month
Employee Payroll Support (Non-Filing) 

Incl: payroll review & reconciliation, payroll journal entries, benefits & deduction tracking, liaison support with payroll provider

$75/month
Accounts Receivable Management

Incl: Invoice creation & delivery, payment tracking, customer balance monitoring and monthly A/R aging report

$75/month
Accounts Payable Management

Incl: bill entry & categorization, vendor tracking, payment scheduling (client approval required) and monthly A/P aging report

$100/month
Year-End Review

Incl: year-end reconciliation review, Balance Sheet and Profit & Loss review, tie-out contractor/employee/tax accounts and a CPA-ready financial package

$250/year

 

Contact Me

If you’re interested in learning more about my services and how I can support your business needs, please use the calendar below to schedule a free consultation at a date and time that works for you.