Monthly Bookkeeping Plans
Bookkeeping Services
Monthly Bookkeeping Plans
Basic
Starting at $400/mo
- Monthly transaction categorization
- Bank & credit card reconciliation
- Monthly financial reports
- QuickBooks Online management
- Email support
For small businesses just getting started.
Get StartedStandard
Starting at $600/mo
- Everything in Basic
- W9 vendor collection
- Unlimited reporting & insights
- CPA coordination
- Priority email & phone support
For growing businesses that need more support.
Get StartedPremium
Starting at $1,500/mo
- Everything in Standard
- Accounts payable & receivable tracking
- Payroll processing
- Weekly Finance Meeting
- Advisory bookkeeping
- Dedicated team support
For established businesses with complex needs.
Get StartedAdditional Services
Need something beyond your monthly plan? These add-ons are available à la carte.
QuickBooks Cleanup
Get your books caught up and organized — no matter how far behind they are.
Learn moreAdditional Support Hours
Need extra time for questions, training, or special projects? Add support hours as needed.
Learn moreCustom Reporting
Get the specific financial reports your business needs — beyond the standard monthly package.
Learn moreReady to Get Started?
Your monthly investment depends on:
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Schedule a Free ConsultationYour Data Is Safe
All client data is handled with strict confidentiality. Carol uses bank-level security and encrypted connections to keep your financial information protected.
Why Work With Me
Everything You Need. Nothing You Don't.
Always On Time
Your books are closed and reports delivered on schedule — every single month.
QuickBooks Certified
ProAdvisor certified with deep QuickBooks Online expertise for your business. Verify my credentials →
Personal Attention
You work directly with me — not a rotating team or offshore staff.
CPA-Ready Reports
Clean, accurate financials your accountant will actually appreciate at tax time.