I charge a flat monthly rate based on the scope of your bookkeeping needs. We'll talk through what your business requires and find the right plan from there! No surprise fees, no hourly rates.

I specialize in QuickBooks and am a Certified QuickBooks Online ProAdvisor. I work remotely, but I’m happy to meet in person if that’s your preference. I also use secure, cloud-based tools to make document sharing and communication easy and safe.

Each month, I review and record your business transactions in QuickBooks and prepare your financial reports, including your Profit & Loss statement and Balance Sheet, so you always have a clear picture of where things stand.

That’s no problem! If your business needs regular check-ins, we can meet weekly or bi-weekly. I also offer weekly cash flow meetings or reports for clients who want help staying ahead of their numbers.

Each month, I’ll need your bank statements and a few other key documents. We can sync your accounts directly with QuickBooks for automatic updates, or you can upload documents manually. Either way, I use secure, cloud-based tools and encrypted email, whichever works best for you.

I’ll deliver your financial reports by the 10th of each month, so you have what you need to plan ahead.

No stress! I handle catch-up and clean-up work all the time. Whether you’re a few months behind or your records just need a reset, we’ll go over the details together and get everything back on track.

Yes! Tax prep services are available upon request. If you're interested, we can talk through what you need and make sure you’re fully covered.