$39.99

In this hour-long consultation, we’ll dive deep into your balance sheet and income statement. I’ll ask you about your business, review the accounting workpapers you’re using (or not using), and explore any other key areas to get a full picture of your financials. At the end of the session, you’ll receive a written assessment with potential solutions if improvements are needed.

We can meet via Zoom, Microsoft Teams, Google Hangouts, or a simple phone call. Whatever works best for you.

Reliable, Personalized Bookkeeping Without the Stress

If you're looking for accounting support that’s tailored to your unique needs, let's chat. Schedule a free consultation, and we can discuss your current financial situation and how I can help. I’m here to provide clarity, support, and the expertise you need to manage your finances with confidence.

Bookkeeping Reset

$149.99 to $199.99+

If you’re months or even years behind on your bookkeeping, it might be time to hit the reset button. This package is ideal for those who need a fresh start and want an experienced accountant to help get their books back on track.

I’ll work with you to clean up and organize your financials, bringing everything up to date and ensuring it’s in line with best practices.

Pricing varies based on the scope and complexity of the work involved.

$74.99 to $149.99+

This package offers a thorough review and cleanup of your chart of accounts to ensure your financial structure is organized and accurate. Whether you’d like me to edit your books directly or prefer a video call to walk through the process, I’ll tailor the approach to fit your needs.

Additionally, we’ll assess your accounting workpapers to identify any missing elements and areas for improvement. I use Microsoft Excel to streamline workflows, but I can also work in Google Sheets if that’s your preference.

Pricing may vary depending on the complexity of the work required.

From $299.99/Month

What’s included:

• Monthly reconciliation of cash and credit card accounts

• Balance sheet account reviews

• Chart of accounts cleanup & maintenance

• Organized accounting workpapers

• Monthly financial statements

Pricing depends on complexity. More accounts, more transactions, or messy revenue flows? I’ll factor that in and give you a fair, transparent quote.