✅ clean, organized books
✅ year-end financials
✅ 2 monthly reports
✅ email support
Best for startups or solo business owners who just need the basics done right.
Everything in Basic
✅ priority support
✅ unlimited reports
✅ W9 vendor collection
✅ receipt management
✅ monthly insights
For growing businesses that need more visibility and better systems.
Everything in Standard
✅ bill pay + invoicing
✅ live meetings
✅ faster response times
✅ app integrations
For established businesses that want hands-off, full-service bookkeeping.
Fix messy QuickBooks files, reconcile accounts, and get your books organized again.
When QuickBooks numbers don’t make sense, I review the file and fix the underlying issue.
Behind on your books? I help bring months or years of bookkeeping up to date.
→ A/R & A/P management
→ receipt organization
→ 1099 prep
→ project costing
→ payroll recording

No bloated packages. No paying for things you don’t need.
Pricing depends on:
→ transaction volume
→ number of accounts
→ complexity
Not Sure What You Need?
See the industries I specialize in → HERE
Your security is a priority. I only use software and hard disk encryption with bank-level security. All financial records are kept securely in the cloud through QuickBooks Online, our client portal, and HubDoc. Documents and financial statements are collected, stored, and shared on the cloud with 24/7 private access from any device.
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