Simple
$150/month
starting at
Ideal for solopreneurs or side-hustlers with simplified bookkeeping needs.
Download up to 50 bank transactions
Monthly reconciliation of 1 bank account
Categorization and transaction updates
Monthly Profit & Loss statement
Basic
$250/month
starting at
Perfect for creative businesses with moderate activity.
Everything in Simple, plus:
Up to 4 bank/credit accounts
Monthly Balance Sheet
Monthly Profit & Loss statement and review
Advanced
$400/month
starting at
Designed for scaling businesses that need a more robust setup.
Everything in Basic, plus:
Unlimited accounts
Customized financial reporting workflow
Budget tracking & basic forecasting assistance
Add On Pricing Options (customized based on client’s specific needs)
Price Payroll Processing $75–$135/month
Accounts Payable Support $120–$300/month
Accounts Receivable $135/month
Catch-up Reconciliations $75/month
Annual Budget Preparation $200
QuickBooks Setup $450
QuickBooks Training $200–$700 (hourly packages)
-
We’ll hop on a quick discovery call to review your transaction volume, accounts, and goals. I’ll recommend the most fitting tier—or tailor a hybrid option just for you.
-
No problem! I offer catch-up packages for businesses that need to get up-to-date. We’ll get you current before starting monthly support.
-
Yes. I offer one-time QuickBooks Online setup and cleanup projects starting at $450, depending on complexity.
-
I work on a monthly contract with no long-term obligation. You can cancel with 30 days' notice—no questions asked.
-
I work primarily with QuickBooks Online, Gusto (for payroll), and a secure client portal for easy document sharing and messaging.
-
Absolutely. Every package includes reasonable email support, and we can also schedule check-ins as needed.
Structure creates space for creativity. Let's organize your numbers so you can focus on what lights you up!