Whether you need someone to take this off your plate every month, fix a year of damage, or just get QuickBooks set up properly, there's a starting point for you.
The core service. Every month, your transactions get categorized, your accounts get reconciled, and a clean set of financials lands in your inbox by the 15th. No nagging, no last-minute scrambles, no surprises at tax time.
What's included every month:
Months — or years — behind? You're not alone, and it's fixable. We'll go back to the last clean month (or the beginning of the business), backfill every transaction, fix mis-categorizations, and hand you a tax-ready set of books plus a clean slate going forward.
What we'll do:
QuickBooks Online is a great tool — if it's set up right and maintained. A bad setup or a neglected file creates a mess that compounds every month. We'll build (or fix) your file, connect your banks, structure your chart of accounts to match your business, and keep the file healthy month after month so it stays a tool instead of becoming a problem.
What you'll get:
Every business is different, so I quote each engagement after a free 30-minute call — but every quote is a flat monthly fee or fixed project price. No hourly billing, no nickel-and-diming, no scope creep.
For monthly bookkeeping, most small businesses land between $300 and $900/month depending on transaction volume and complexity. Catch-up and QuickBooks projects are quoted up front, in writing, before any work starts.
Get your quoteNo, I'm a bookkeeper, not a CPA. Bookkeeping and tax prep are two different jobs, and most CPAs would rather you didn't try to do both with one person. I'll keep your books spotless all year and hand a tax-ready package to whichever CPA you use. If you don't have one, I can recommend a couple I trust.
I work primarily in QuickBooks Online because it's the standard for small businesses and plays nicely with most CPAs. If you're on Xero, Wave, or something else, we can talk about whether to migrate or keep using what you have.
There's no such thing as too far behind. I've cleaned up books that were three years untouched. The longer you wait, the more it costs to fix — but it's always fixable, and the relief on the other side is worth it.
We start with a free 30-minute call to understand your business and the state of your books. I send a written quote within a day or two. If you say yes, we sign a simple engagement letter, you give me read-only access to your accounts, and I get to work. You'll have your first set of clean financials by the end of month one.
Yes. I use read-only bank connections (I can see transactions but can't move money), encrypted document portals for anything sensitive, and never email statements or tax documents. I'll walk you through exactly what access I need before we start.
30-minute consult, no pressure, no sales pitch. Just an honest look at where your books are and what it'll take to get them where they should be.
Book your consult