Welcome
Efficient Accounting Solutions
Elevated Financial Management for Growing Businesses
Monthly accounting packages
Business Essentials
Bookkeeping + Advisory
Business Essentials
Starting at $200/month
Designed for solo business owners with very low transaction volume and straightforward bookkeeping needs.
Includes:
• Monthly transaction categorization
• One bank account reconciliation
• Monthly financial statements
• Year-end CPA collaboration
• Email support
Requirements:
• Minimal monthly transaction volume
• On
Starting at $200/month
Designed for solo business owners with very low transaction volume and straightforward bookkeeping needs.
Includes:
• Monthly transaction categorization
• One bank account reconciliation
• Monthly financial statements
• Year-end CPA collaboration
• Email support
Requirements:
• Minimal monthly transaction volume
• One bank account
• No payroll
• No inventory
• No job costing
• Limited support needs
Best for freelancers, consultants, creators, and very small service-based businesses.
Monthly Bookkeeping
Bookkeeping + Advisory
Business Essentials
Starting at $300/month
Includes:
• Transaction categorization
• Bank and credit card reconciliations
• Monthly financial statements
• Year-end CPA collaboration
• Email support
Pricing is based on:
• Monthly transaction volume
• Number of bank and credit card accounts
• Overall complexity of the business
Best for business owners who need a
Starting at $300/month
Includes:
• Transaction categorization
• Bank and credit card reconciliations
• Monthly financial statements
• Year-end CPA collaboration
• Email support
Pricing is based on:
• Monthly transaction volume
• Number of bank and credit card accounts
• Overall complexity of the business
Best for business owners who need accurate, reliable financials without ongoing financial consulting.
Bookkeeping + Advisory
Bookkeeping + Advisory
Bookkeeping + Advisory
Starting at $500/month
Includes everything in Monthly Bookkeeping plus:
• Financial review meetings
• Cash flow discussions
• Profitability analysis
• Priority support
• More frequent reporting and guidance as needed
Pricing is based on:
• Monthly transaction volume
• Number of bank and credit card accounts
• Overall complexity of the busi
Starting at $500/month
Includes everything in Monthly Bookkeeping plus:
• Financial review meetings
• Cash flow discussions
• Profitability analysis
• Priority support
• More frequent reporting and guidance as needed
Pricing is based on:
• Monthly transaction volume
• Number of bank and credit card accounts
• Overall complexity of the business
• Frequency of reporting requested
• Level of ongoing support needed
Best for business owners who want help understanding their numbers and making informed business decisions.
add-on services
Payroll
Accounts Payable & Receivable Management
Job Costing
$75/month + $10 per employee
Includes:
• Payroll processing oversight
• Payroll reporting integration
• Coordination with payroll provider
Payroll software subscription fees are billed separately.
Job Costing
Accounts Payable & Receivable Management
Job Costing
Starting at $150/month
Includes:
• Job profitability tracking
• Cost allocation by project
• Job cost reporting
• Review of project performance
Pricing is based on:
• Number of active jobs
• Reporting requirements
• Complexity of tracking
Can be added to either bookkeeping package.
Cleanup & Catch-Up
Accounts Payable & Receivable Management
Accounts Payable & Receivable Management
$75/hour
Behind on your bookkeeping? Whether you're months or years behind, we'll help get your financial records organized and up to date.
This service may include:
• Reviewing and correcting past transactions
• Reconciling bank and credit card accounts
• Cleaning up account balances
• Organizing historical financial data
• Preparing book
$75/hour
Behind on your bookkeeping? Whether you're months or years behind, we'll help get your financial records organized and up to date.
This service may include:
• Reviewing and correcting past transactions
• Reconciling bank and credit card accounts
• Cleaning up account balances
• Organizing historical financial data
• Preparing books for tax filing or ongoing bookkeeping services
Each project is unique, so time requirements and pricing will vary based on the condition and volume of the records.
Accounts Payable & Receivable Management
Accounts Payable & Receivable Management
Accounts Payable & Receivable Management
Starting at $150/month
Stay on top of incoming and outgoing payments without adding administrative burden to your day.
Includes:
• Vendor bill entry
• Customer invoice creation
• Bill payment scheduling
• Accounts receivable monitoring
Pricing is based on transaction volume and complexity.
About the owner
As both an experienced accounting professional and a small business owner, I bring a well-rounded and practical approach to financial management. I am a wife and mother, and also co-own a pottery studio, giving me a unique perspective on the day-today realities of running a business.
With over a decade of accounting experience, I specialize in providing refined, reliable bookkeeping services designed to support growing businesses. I understand the importance of accuracy, consistency, and clear financial insight. Not just for compliance, but for long-term success.
I work with clients who value professionalism, organization, and a thoughtful approach to their finances.
