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!