BOOKKEEPING SERVICES

QuickBooks Bookkeeping Services
Because small business QuickBooks bookkeeping services vary so widely, I offer a complimentary consultation so we can get a specific, detailed plan curated just for you. If you are also in need of some catch-up or clean-up work, we will create a separate plan and quote for that as well.
All Done-For-You Monthly Packages Include:
- Recording/classifying transactions and reconciling all bank/credit accounts
- 3 financial reports (customized and explained in a way that makes sense to you!)
- Unlimited email support
- Access to client portal
- Video analysis or 1:1 monthly financial strategy session
- No contract (30 days notice required to cancel)
Sounds good… but what will it cost?
Let’s be honest, you’ll probably want to know a ballpark of what the pricing will be before hopping on a call. I get it! These prices are rough estimates so they are just to help you get an idea of what to expect! But remember, I do a free diagnostic of your bookkeeping to give you an accurate price quote so if your interested, schedule a consultation with me!
Starter // $200+
- 2 Bank/Credit Accounts
- 50-150 Transactions
Basic // $400+
- 3 Bank/Credit Accounts
- 150-250 Transactions
Professional // $600+
- 4 Bank/Credit Accounts
- 250-450 Transactions
Premium // $900+
- 4+ Bank/Credit Accounts
- 500+ Transactions
Additional Services
Some add-on services include:
- Account Set-Up within Quickbooks Online
- Clean-Up (If books are inaccurate and need some saving!)
- Catch-Up (Maybe you’ve fallen a few months behind–no worries!)
- A/P (Bill Pay)
- A/R (Invoicing)
- 1099 filing
- And more…


DIY // Training & Accountability
Not sure if you can quite afford to outsource QuickBooks bookkeeping services just yet? Maybe you see the value in correct bookkeeping but you are still working to justify the cost. I get it! That’s why I created this specific plan to jumpstart you on the right track and when you’re ready, we can switch over to a regular monthly bookkeeping plan. What this plan offers:
- Quickbooks Online set up
- A 1-hour training to help you get acclimated
- Any questions answered by me all month long
- Help preparing your financial statements
- Monthly financial strategy session with me
- Access to the client portal
DIY Training // $360 1st month then $165 per month
Business owner’s on this plan usually only have…
- 1-2 Bank/Credit Accounts
- 10-100 Transactions