Home
Bookkeeping
Tax preparation
Contact
ABOUT THE FOUNDER
Benefits of the OBBBA
DECEMBER BUNDLE
DOWNLOADS
PRIVACY POLICY
Virtual Services
Home
Bookkeeping
Tax preparation
Contact
ABOUT THE FOUNDER
Benefits of the OBBBA
DECEMBER BUNDLE
DOWNLOADS
PRIVACY POLICY
Virtual Services
More
  • Home
  • Bookkeeping
  • Tax preparation
  • Contact
  • ABOUT THE FOUNDER
  • Benefits of the OBBBA
  • DECEMBER BUNDLE
  • DOWNLOADS
  • PRIVACY POLICY
  • Virtual Services
  • Home
  • Bookkeeping
  • Tax preparation
  • Contact
  • ABOUT THE FOUNDER
  • Benefits of the OBBBA
  • DECEMBER BUNDLE
  • DOWNLOADS
  • PRIVACY POLICY
  • Virtual Services

bookkeeping for individuals and small businesses

We offer Monthly or Quarterly Support to keep your books clean, current, and ready for strategic decisions.


Whether you're just starting out or managing multiple revenue streams, our bookkeeping packages are designed to meet you with precision, warmth, and strategic insight.

What's Included: 

  • Monthly bank and credit card reconciliations
  • Categorization of income and expenses
  • Month-end close with P&L, Balance Sheet, and Cash Flow
  • Issue resolution and adjusting entries
  • Secure document management and client portal access

Our Services

Explore our service packages below to find what suits you best. If you don't see what you're looking for, no worries—we can customize! 

CONTACT ME!

our packages / fee Starts At (Monthly)

Essentials

Best for SoloFounders, Pre-revenue, Light Activity

Expenses

Up to $25K (1 Account)

Transactions

$325

Up to 250


Growth

Best for Service-based businesses, early-stage growth

Expenses

Up to $50K (3 Accounts)

Transactions

$525

Up to 450


Momentum

Best for Multi Streams

Expenses

$51K+

Transactions

$995

Up to 600

add on packages / Price List per month

CATCH UP BOOKKEEPING

Whether you're a few months behind or facing a full year of financial fog - we meet you where you are!

Essentials Catch Up

$175

Up to 200 transactions, 1-3 months backlog, 2 Bank or Credit Card Accounts

Momentum Catch Up

$150

Up to 400 transactions, 4-6 months backlog, 3 Bank or Credit Card Accounts

Legacy Catch Up

$135

401+ transactions, 7-12 months backlog, 3+ Bank or Credit Card Accounts


BUNDLES (or Stand-Alone)

Tailored to meet your specific needs

1099 Tracking & Filing

Catch Up and Clean Up Projects

Property Management Bookkeeping

Bookkeeping and Tax Preparation Bundle

Fees

Essentials Catch Up

1-3 Month Backlog @ $175/Month

Pay Now

Momentum Catch Up

4-6 Months Backlog @ $150/Month

Pay Now

Legacy Catch Up

7-12 Months Backlog @ $135/Month

Pay Now

custom bundle fees

Contact me!

It always seems impossible until it's done.


Nelson Mandela

  • Home
  • Bookkeeping
  • Tax preparation
  • ABOUT THE FOUNDER
  • Benefits of the OBBBA
  • DECEMBER BUNDLE
  • PRIVACY POLICY

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