Bookkeeping that tells you what to do next
Most bookkeepers hand you a stack of reports. I'll give you reports and tell you what they mean — what your margins are doing, whether you can afford that hire, and where the cash actually went.
Flat monthly pricing. No hourly billing. No surprise invoices.
Why I don't bill hourly
Hourly billing creates a bad incentive: the slower I work, the more I make. It also means you hesitate before asking a question, because every question has a meter running.
Flat monthly pricing fixes both. You know your number. You can ask me anything. And I'm rewarded for being efficient, not for taking longer.
Flat monthly pricing. No hourly billing. No surprise invoices.
ESSENTIALS
Starting at $350/month
For solopreneurs and freelancers who need clean books and a clear picture — without paying for things they don't use yet.
Included:
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Monthly transaction categorization
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Bank & credit card reconciliation
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Monthly Profit & Loss statement
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Monthly Balance Sheet
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Year-end package for your tax preparer
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Email support, 2 business day response
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Quarterly 30-minute check-in call
Sized for: up to 150 transactions/month · up to 2 accounts
GROWTH ⭐ Most Popular
Starting at $850/month
For established small businesses with staff, vendors, and real complexity. Your full back office, closed and explained every month.
Everything in Essentials, plus:
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Accounts Payable & Accounts Receivable management
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Payroll journal entries & reconciliation
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Full monthly close with adjusting entries
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Statement of Cash Flows
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Monthly financial review call (30 min)
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Email support, next business day response
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1099 preparation included at year-end
Sized for: up to 500 transactions/month · up to 5 accounts
ADVISORY
Starting at $2,200/month
For businesses making real decisions — hiring, expanding, raising, or selling — that need a financial partner, not a report generator.
Everything in Growth, plus:
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Rolling 12-month cash flow forecast
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Annual budget build + monthly budget vs. actual
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Custom KPI dashboard for your industry
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Scenario modeling ("what if we hire two people?")
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Monthly strategy session (60 min)
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Priority access — same-day response, direct line
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Quarterly business review with written recommendations
Sized for: custom — scoped to your entity structure and volume
What determines your exact price
Every quote is built from four things we can assess in a 15-minute call:
Factor
Why it matters
Monthly transaction volume
Number of accounts
The single biggest driver of ongoing work
Each bank, credit card, and merchant account adds reconciliation
Annual revenue
Structure
Determines the complexity of the decisions we're supporting
Multiple entities, inventory, multi-state, or payroll headcount
No guessing games — you'll have a firm, written quote before you commit to anything.
Getting started: one-time onboarding
Before monthly service begins, I bring your books to a clean, current baseline. This is a one-time fee, quoted after I review your file.
Books current and tidy:
$500 setup
Some cleanup needed:
$500 + $200 per month of backlog
Significant catch-up:
quoted after a free diagnostic review
I won't start monthly work on a foundation I don't trust — that's how bad numbers get baked in permanently.
Add-ons
Priced individually so you only pay for what you use:
Additional entity
from $250/mo
Additional bank/credit account
$40/mo each
Transactions beyond your tier
$0.75 each
Sales tax return preparation & filing
from $150/filing
1099 filing (included in
Growth & Advisory)
$75 + $15/form
Historical cleanup beyond onboarding scope
$95/hr
Rush/ad-hoc reporting requests
$150/report
