Bookkeeping Services for Small Business Success

Clean books, visual reports, and the support you need to make confident decisions.

Just-Right Bookkeeping Services, Built for Small Shops

Whether you’re looking for simple monthly bookkeeping or want more support understanding your numbers, you can choose the level of service that fits your shop and your goals best.

All services are offered at a flat monthly rate — no hourly billing, no surprise fees. Just clear, predictable pricing that’s easy to budget for and keeps things simple.

Bookkeeping

Simple, compliant bookkeeping that helps you stay organized and ready for tax time.

starting at $375/month
flat monthly fee, no hourly billing

  • Categorize Transactions

  • Bank & Credit Card Reconciliations

  • Month-end & Year-end Closing

  • Financial Snapshot
    visual financial report of profit & loss, balance sheet and cash flow
    delivered by the 25th of the month

  • Coordination with your CPA

  • Unlimited client support

Best for business owners who want clean, accurate books and stress-free tax prep without regular check-in meetings.

Bookkeeping +

Bookkeeping plus review meetings and earlier reports to make data-driven decisions.

starting at $575/month
flat monthly fee, no hourly billing

  • Categorize Transactions

  • Bank & Credit Card Reconciliations

  • Month-end & Year-end Closing

  • Financial Strategy Snapshot
    visual financial report of profit & loss, balance sheet and cash flow, plus…
    + Custom KPIs
    + Budget vs Actual Comparisons
    + Break-even Analysis
    delivered by the 15th of the month

  • Coordination with your CPA

  • Unlimited client support

  • Monthly Review Meeting

Best for business owners who want to understand their numbers, set goals, track progress, and grow with a trusted guide.

Review Meeting

Need help deciding? Book a free Intro Call

Extra Support, When You Need It

In addition to monthly bookkeeping, I offer add-on services and one-time projects to help fill in the gaps and provide the level of support your business needs most.

Add-On Services

    • Payroll Processing

    • Tax Withholding & Compliance

    • Payroll Reports

    • W-2 & W-3 Processing

    • Prepare and file monthly, quarterly and annual returns

    • Reconcile sales tax liability accounts

    • Invoice Payments

    • Vendor Account Reconciliations

    • 1099 Processing

    • Invoice & Statement Processing

    • Customer Account Reconciliations

    • Aging Reports

One-Time Projects

    • Reconciling bank and credit card accounts

    • Generating over-due financial statements

    • Prepare books for year-end tax filing

    • Setup your QBO account to match your business

    • Prepare and file 1099s for clients who process their own vendor payments

    • Annual Budget Prep Session

    • Setting and reviewing financial goals with aligned key metrics

What to Expect When You Work With Me

Step 1: Book an Introduction Call

We’ll chat about your business, your books and which service is the best fit.

I’ll guide you through the setup, request access to your accounts, and get everything ready to go.

Step 2: Onboarding made Simple

Each month, you’ll receive a clear, personalized Financial Snapshot so you always know your numbers.

Step 3: Monthly Financial Snapshot

Answering Your Questions is What I do Best

Here are a few things you might be curious about!

  • I work with small, independently owned shops, cafés, boutiques, online stores, and service-based businesses… especially the kind run by passionate, hands-on owners who care about doing things right.

  • Everything is handled securely and remotely using cloud-based tools. We’ll use QuickBooks Online, and you’ll share documents and information through our secure client portal. You’ll always know what to expect and you’ll never feel out of the loop.

  • Yes. I use QuickBooks Online for all client bookkeeping. It keeps everything streamlined, secure and easy to share. If you’re not set up yet, no worries I offer QuickBooks setup as a one-time project.

  • To get started, I’ll need access to your business bank and credit card accounts, current bookkeeping file (if you have one), and any platforms you use for sales or payroll. I’ll provide a detailed checklist during onboarding and walk you through each step so it’s easy and secure.

  • Nope! All services are offered at a flat monthly rate. That means no tracking minutes or watching the clock… just clear, predictable pricing that’s easy to budget for and keeps things simple.

  • Nope! Services are billed month-to-month and you’re free to adjust or cancel with 30 days’ notice. I believe in earning your trust, not locking you in.

  • I don’t file taxes, but I’ll work directly with your CPA to make sure everything is organized and ready at year-end. My goal is to make tax time as stress-free as possible for both of you.

  • If your books are falling behind, you’re unsure how much money you’re really making, or tax time causes stress… you’re not alone. These are all great signs it’s time to bring someone in. My job is to bring clarity so you can focus on what you love.

Ready to get started?

Book a complimentary Introduction Call with me so I can learn more about your business and the goals you have for it.

I look forward to connecting with you and seeing how I can help support your dreams!