Clarity for your books.

Peace of mind for you.

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Book a Free Call with Chris
Book a Free Call with Chris

Free yourself from the burden of bookkeeping. I keep your QuickBooks clean, accurate and tax-ready with clear, responsive communication from a licensed CPA who wants your business to succeed.

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Personalized Bookkeeping Services

  • Bank and credit card accounts reconciled

  • Profit & Loss, Balance Sheet, and Statement of Cash Flows prepared

  • Clear and responsive communication with me

  • Payroll, A/P, and A/R processing

  • Custom reports and highlight videos

Monthly Bookkeeping

  • Correct and rebuild prior year’s financials

  • Trace back to historical records

  • Thorough review for completeness & accuracy

  • Get books up to date and ready for tax prep

Cleanup Projects

  • Create new QuickBooks Online profile

  • Setup chart of accounts

  • Customize invoices and reports

  • Establish automations for maximum efficiency and accuracy

QuickBooks Setup

Onboarding Process

Initial Call

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Review & Assess

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Work Together

Pricing

Based on transaction volume, number of accounts, and types of services needed.

Essential

Starts at $300 / month

  • Monthly bank and credit card reconciliations

  • Categorization of all transactions

  • Monthly Profit & Loss, Balance Sheet, and Cash Flow

Basic, accurate bookkeeping every month

Ideal for solo owners with under $100k in annual revenue

Professional

Starts at $400 / month

  • A/R and A/P tracking

  • Quarterly highlights and summary

  • Priority support and communication

All the Essentials, plus:

Best option for businesses with over 50 transactions/month

Advanced

Starts at $500 / month

  • Custom reports and KPI tracking

  • Payroll and loan tracking

  • Monthly/quarterly video reviews

  • Receivables and payables management

Everything in Professional, plus:

Best option for established and multi-entity businesses