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Bookkeeping that meets you right where you are —and grows with you

Whether you're just getting your business off the ground or managing a team and crossing six figures, you deserve clean, dependable financial support that doesn't overcomplicate the process.

I offer structured, monthly bookkeeping designed to take the weight off your shoulders—so you can lead, create, coach, build, or grow… without wondering if your books are holding up behind the scenes.


The essentials – done with care.

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Core services include:

  • Monthly categorization and reconciliation

  • Clean, organized financial reports

  • QuickBooks or Xero setup and maintenance

  • Year-end CPA support

  • Optional add-ons like catch-up, payroll coordination, and contractor tracking

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Foundation

For businesses earning up to $25K/year
Starts at $200/month

You're just getting started or running a lean solo operation. You don't need all the bells and whistles—just a clean system and someone to keep things on track.

This tier includes:

  • Setup and/or cleanup of QuickBooks or Xero

  • Monthly categorization and reconciliation (1–2 accounts)

  • Monthly profit & loss report

  • Quarterly email check-in

  • Email support for basic questions

Ideal for: Solo-preneurs, creatives, or side-hustlers who want someone to take the books off their hands without overcomplicating things.
Your involvement: Minimal—you send documents, I handle the rest

Growth

For businesses earning around $50K/year
Starts at $375/month

You've got energy—and you're ready to treat your numbers like a tool, not an afterthought. This tier gives you monthly insight, structure, and personalized support.

This tier includes everything in Foundation, plus:

  • Reconciliation of up to 4 accounts

  • Monthly profit & loss, balance sheet, and cash flow reporting

  • Monthly summary email with financial highlights

  • Accounts payable or receivable tracking

  • Unlimited email support

  • Option to add quarterly check-ins

Ideal for: Consultants, service providers, and small teams who want their finances in shape before they grow further.
Your involvement: Occasional collaboration—we'll talk when needed

Office desk with financial documents, a tablet showing graphs, a calculator, eyeglasses, and stationery items.

Momentum

For businesses earning $100K+ or managing a team
Starts at $750/month

You're managing complexity—revenue, payroll, contractors, maybe even a team. You need someone to own the books so you can lead with confidence.

This tier includes everything in Growth, plus:

  • Reconciliation of all business accounts

  • Payroll coordination or contractor tracking

  • Full monthly financial reporting package

  • Priority support (email + optional Slack/Voxer)

  • Quarterly review calls

  • CPA-ready reports and collaboration support

Ideal for: Growing businesses with multiple moving parts who want a bookkeeping partner—not just a service provider.
Your involvement: Strategic—we check in regularly and stay in sync

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Add-Ons:

  • Catch-up or cleanup services

  • 1099 contractor tracking

  • Sales tax prep & filing

  • Software migration

  • Custom reports or dashboards

  • Quarterly review sessions

Tablet with blue graphs, financial documents, calculator, pens, and notebooks on a cluttered desk.

You’re not the only one wandering

 FAQs

  • Not at all. You don’t need perfect books, fancy systems, or spreadsheets in order. I work with clients in all kinds of starting points—including messy middles.

  • I support solo-preneurs, creatives, coaches, farmers, race teams, and other service-based businesses. If you’re running a business with heart and hustle, there’s a good chance we’ll be a great fit.

  • I work primarily with QuickBooks Online and Xero. If you’re not using either yet, I can help you choose and get set up properly from the start.

  • Yes—whether you’re a few months behind or haven’t touched your books all year, I can help you get things current and back on track.

  • I don’t file taxes, but I’ll make sure your books are organized, accurate, and ready to hand off to your CPA or tax preparer. I’m happy to work alongside your tax pro to make things easy.

  • We’ll talk through your business needs, current systems, and revenue. From there, I’ll recommend a tier—or create a custom setup if needed.

  • Yes. While most clients fit into one of my main tiers, I’m always happy to tailor things if your needs fall in between.

  • Just fill out the Contact Form and I’ll follow up with a few next steps. We’ll talk through your goals, review your current setup, and go from there

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