SERVICES
From day-to-day bookkeeping to big-picture strategy, get the financial clarity and support you need to grow with confidence.
Smart, Reliable Accounting — Built for Your Business
INVESTMENT: BEGINNING AT $500/MONTH
The Essential package is all about keeping things simple, clear, and stress-free.
I’ll take care of the day-to-day details — tracking and reconciling your transactions — so you can stay organized and confident about your finances all year long. Peace of mind? That’s included, too.
Transaction Recording: Accurate tracking of all
financial transactions to minimize errors at tax
season.
Bank Reconciliations: Ensuring all business
expenses/deductions are being accounted for.
Financial Reports: Monthly financial reports
delivered via your client portal for clarity on
financial results.
Email Support: Direct access and response times
within 48 hours, typically sooner.
Review Video: Personalized walkthrough of
monthly financials to drive better decision-making
and teaching moments.
Year-End Financial Package: Simplifies tax filing
and ensures compliance with financial statements
prepared to support tax returns.
Includes all services from Essential Financial Management,plus:
Valuable Insights: Transaction tracking and reporting by
department, class, or project.
Accounting Method Options: Cash or accrual-basis accounting based on your needs and external reporting
requirements.
Quarterly Virtual Meeting: A meeting to review your
financials and answer any questions you might have.
Support via collaborative chat: Targeted response time of 24 hours, excluding weekends
INVESTMENT: BEGINNING AT $1,200/MONTH
The Growth Package is built for businesses ready to scale — without the stress.
It takes everything from the Essential package and levels it up with more detailed oversight, flexible cash or accrual reporting, and optional tracking by department, class, or project. It’s perfect for growing businesses that need more structure, more clarity, and a little extra support behind the scenes (so you can finally stop guessing and start growing).
INVESTMENT: BEGINNING AT $3,000/MONTH
The Strategic Package is for businesses that want deeper insight, thoughtful strategy, and a true financial partner by their side.
You’ll get advanced reporting, in-depth analysis, and customized guidance to support smarter decisions and long-term growth. Perfect for established businesses ready to fine-tune their operations, this package also includes priority support — so you’re never navigating complex financials alone. With a clear plan and trusted support, you can move forward with confidence (and a little more peace of mind).
Includes all services in the Growth Accounting Solution, plus:
Annual Operating Budget: A clear financial roadmap for your business to guide decision-making and ensure sustainable growth.
Cash Flow Forecasting: Weekly projections to ensure sufficient liquidity and smooth
cash flow management.
Budget to Actual Reporting: Identify discrepancies between budgeted and actual figures and adjust strategies as needed.
Priority support: access to real-time messaging for quick questions and timely updates with 12-hour/same day response time excluding weekends.
Monthly Virtual Meeting: Regular face-to-face meetings to assess goals and proactively manage business finances.
INVESTMENT: BEGINNING AT $500/MONTH
The Essential package is all about keeping things simple, clear, and stress-free.
I’ll take care of the day-to-day details — tracking and reconciling your transactions — so you can stay organized and confident about your finances all year long. Peace of mind? That’s included, too.
Transaction Recording: Accurate tracking of all
financial transactions to minimize errors at tax
season.
Bank Reconciliations: Ensuring all business
expenses/deductions are being accounted for.
Financial Reports: Monthly financial reports
delivered via your client portal for clarity on
financial results.
Email Support: Direct access and response times
within 48 hours, typically sooner.
Review Video: Personalized walkthrough of
monthly financials to drive better decision-making
and teaching moments.
Year-End Financial Package: Simplifies tax filing
and ensures compliance with financial statements
prepared to support tax returns.
Essential Financial Management
Includes all services from Essential Financial Management,plus:
Valuable Insights: Transaction tracking and reporting by
department, class, or project.
Accounting Method Options: Cash or accrual-basis accounting based on your needs and external reporting
requirements.
Quarterly Virtual Meeting: A meeting to review your
financials and answer any questions you might have.
Support via collaborative chat: Targeted response time of 24 hours, excluding weekends
Growth Accounting Solution
INVESTMENT: BEGINNING AT $1,200/MONTH
The Growth Package is built for businesses ready to scale — without the stress.
It takes everything from the Essential package and levels it up with more detailed oversight, flexible cash or accrual reporting, and optional tracking by department, class, or project. It’s perfect for growing businesses that need more structure, more clarity, and a little extra support behind the scenes (so you can finally stop guessing and start growing).
INVESTMENT: BEGINNING AT $3,000/MONTH
The Strategic Package is for businesses that want deeper insight, thoughtful strategy, and a true financial partner by their side.
You’ll get advanced reporting, in-depth analysis, and customized guidance to support smarter decisions and long-term growth. Perfect for established businesses ready to fine-tune their operations, this package also includes priority support — so you’re never navigating complex financials alone. With a clear plan and trusted support, you can move forward with confidence (and a little more peace of mind).
Includes all services in the Growth Accounting Solution, plus:
Annual Operating Budget: A clear financial roadmap for your business to guide decision-making and ensure sustainable growth.
Cash Flow Forecasting: Weekly projections to ensure sufficient liquidity and smooth
cash flow management.
Budget to Actual Reporting: Identify discrepancies between budgeted and actual figures and adjust strategies as needed.
Priority support: access to real-time messaging for quick questions and timely updates with 12-hour/same day response time excluding weekends.
Monthly Virtual Meeting: Regular face-to-face meetings to assess goals and proactively manage business finances.
Strategic Advisory Suite
ADDITIONAL SERVICES
Streamline the collection, storage, and categorization of business receipts using a secure, automated platform
Receipt Management
Includes W-2 and W-3 preparation, as well as payroll tax filing.
Payroll Processing
Approval workflows and automation of checks, ACH, and epayments. Includes W9 collection and annual 1099 processing.
Accounts Payable Automation
Liaison with CPA for tax preparation and quarterly estimated payments.
Year-End Tax Support
Ensure accurate and timely sales tax reporting and filing.
Sales Tax Compliance
Review and clean up past bookkeeping records.
HISTORICAL CLEANUP
Strategy Sessions
One-on-one strategic financial planning to discuss growth and improvement.
CERTIFICATIONS AND
CLOUD EXPERTISE
What makes your bookkeeping services different from others?
My services are personalized to fit the specific needs of your business. I take the time to understand your unique financial situation and goals, offering customized solutions and dedicated support.
How often will I receive financial reports?
You’ll receive monthly financial reports via your client portal. These reports will provide you with clear insights into your business’s financial health, helping you make informed decisions.
Is my financial information secure?
Absolutely. I prioritize the security and confidentiality of your financial information. I use secure, encrypted software and adhere to strict privacy policies to ensure your data is protected at all times.
Can you help me with tax preparation?
Yes, I offer tax preparation support as part of my Add-ons. This includes coordinating with your tax advisor to ensure all your financial records are in order and providing the necessary documentation for a smooth tax filing process.
What if my business grows or my needs change?
I’m here to support you through every stage of your business. If your needs change, I reassess your package and adjust the services to better fit your new needs. My goal is to provide flexible and scalable solutions that evolve with your business.
