Services

I offer bookkeeping for service-oriented, care-based, and creative businesses.

My work is grounded in reliable systems and careful attention, so your financial records remain clear and dependable.

What’s always included

Every ongoing bookkeeping engagement includes:

  • Accurate monthly bookkeeping

  • Transaction categorization

  • Bank and credit card reconciliations

  • Monthly financial reports, such as a Profit & Loss and Balance Sheet

  • Receipt organization using an agreed-upon system

  • Clean, current books you can rely on

  • Thoughtful review to maintain consistency and catch discrepancies

This foundational work ensures your financial records are organized, up to date, and ready to support informed decisions.

Setup, Catch-Up, Cleanup

If your books aren’t yet ready for ongoing support, I offer setup, catch-up, and cleanup services to bring your records up to date and establish a reliable foundation.

This may include:

  • Setting up QuickBooks Online or refining an existing file

  • Cleaning up categorization or reconciliations from prior periods

  • Catching up books that have fallen behind

  • Reviewing and correcting structural issues so your books are accurate and usable

This work is approached with the same care and attention as ongoing bookkeeping. Setup, catch-up, and cleanup are typically short-term engagements, and many clients transition into ongoing support once their books are current.

How scope can expand

Beyond foundational bookkeeping, support expands based on the needs and complexity of your business.

Depending on scope, this may include:

  • Accounts payable (A/P) and accounts receivable (A/R) management

  • Payroll processing or contractor payment support

  • 1099 tracking and preparation readiness

  • Integration and reconciliation of payment platforms (such as Stripe, Square, or PayPal)

  • Customized or additional financial reporting

  • Compliance coordination (such as workers’ compensation reporting)

  • Systems setup or refinement to improve clarity and efficiency

Scope is defined at the start of our work together and revisited as needed, ensuring expectations remain clear.

Pricing & Investment

Because every business is different, monthly bookkeeping is priced based on scope, rather than a one-size-fits-all package.

Setup, catch-up, and cleanup work is quoted separately based on the current state of your books and the scope of work involved. Clear expectations and pricing are always discussed in advance.

Starting investment

Ongoing bookkeeping typically begins at $350 per month. This base rate applies to businesses with current, well-maintained books, limited transaction volume, and minimal additional coordination.

From there, pricing increases based on scope. Final pricing is determined after reviewing your QuickBooks Online file to ensure the level of support is accurately aligned with your business.