Services & pricing

Flat monthly plans for clean, dependable books.

Pick the level that matches your transaction volume and number of accounts. If your business changes, we'll discuss a better fit before your price changes.

My bookkeeping platform

QuickBooks Online is required

I work exclusively in QuickBooks Online for a consistent monthly process. If you already have an active account, you're ready for the next step. If not, compare plans through the official link before onboarding.

Compare QuickBooks Online plansQuickBooks subscription fees are separate from my bookkeeping packages.

Every plan includes

QuickBooks Online bookkeeping
Monthly categorization
Account reconciliation
P&L and balance sheet
Direct support from me

Introductory monthly pricing

Three packages for straightforward books

Prices are designed for clean, uncomplicated books. I'll confirm the right fit personally before we begin.

Simple essentials

Simple Start

Starting at$300/ month

Best forSolo owners with one clean business account

Up to 40 monthly transactions

For solo owners who mainly need their monthly activity organized and reported.

Why this helps you

Spend less time sorting transactions and end each month with one account balanced plus two clear reports.

What's included

Transaction categorization
Monthly reconciliation of one account
Monthly profit and loss report
Monthly balance sheet
One connected bank or credit-card account
Reports delivered by the 20th*

Ask me about Simple Start

A complete monthly close

Popular

Monthly Close

Starting at$450/ month

Best forOwners using a business bank account and card

Up to 80 monthly transactions

For small service businesses that want their main accounts balanced each month.

Why this helps you

Keep your main bank and card activity checked, so missing or duplicate entries are easier to catch.

What's included

Everything in Simple Start
Up to two financial accounts
Monthly reconciliation of included accounts
Short monthly email summary

Ask me about Monthly Close

More activity, same simplicity

Steady Business

Starting at$600/ month

Best forGrowing service businesses with up to three accounts

Up to 120 monthly transactions

For an owner-led business with a few more transactions, but still-simple books.

Why this helps you

Keep a busier business organized and get a regular chance to ask questions about what changed.

What's included

Everything in Monthly Close
Up to three financial accounts
Monthly reconciliation of included accounts
20-minute quarterly check-in

Ask me about Steady Business

*Reports are delivered by the 20th when all statements and requested answers are received by the 5th. Every package includes monthly reconciliation of the accounts listed in that package. Prices are starting points and final scope is confirmed before work begins. I'm not currently offering tax preparation, payroll, inventory bookkeeping, sales-tax filing, bill pay, invoicing, or complex catch-up work.

Compare at a glance

Find the level that fits today

Plan detail	Simple Start	Monthly Close	Steady Business
Monthly price	$300	$450	$600
Transactions	Up to 40	Up to 80	Up to 120
Financial accounts	1	Up to 2	Up to 3
Monthly reconciliation	Included	Included	Included
Monthly reports	P&L + balance sheet	P&L + balance sheet	P&L + balance sheet
Personal check-in	As needed by email	Monthly email summary	Quarterly 20-minute call

No surprise plan changes

If your activity consistently outgrows a plan, we'll discuss the next level before anything changes.

Start with a fit review

I'll look at your transaction volume, accounts, and current condition before confirming your monthly price.

Stay within a simple scope

I only accept work I can support dependably, and I'll be clear when a business needs a more advanced provider.

A good fit matters

Built for simple, owner-led businesses

I'm a great fit if you run a service business without inventory, complicated payroll, or multiple entities—and you want dependable monthly organization.

Solo owner or very small team
Service-based work or creator income
Uses or is ready to use QuickBooks Online
Straightforward bank and card activity
Ready to communicate and share statements

A real conversation, not a sales pitch

Let's make your books feel manageable.

Start with a free 15-minute fit call. Tell me what your business does, how many accounts you use, and about how many monthly transactions you have.

Send a contact request Read the FAQ