Stay organized, up to date, and confident in your numbers.

I handle your bookkeeping each month so your financials stay accurate, organized, and easy to understand - without you having to think about it.

This is ongoing support designed for small businesses who want clean books, clear reporting, and a simple system they can rely on.

In addition to keeping your books up to date, you’ll receive monthly insights and callouts highlighting trends, spending changes, revenue shifts, or anything that stands out - so you always understand what’s happening in your business.

BUSINESSES THIS IS FOR

• want their books handled consistently each month

• don’t have time (or desire) to manage bookkeeping themselves

• want to understand their financials without digging through reports

• need a reliable system they can trust

What’s Included

• Categorization of transactions

• Bank and credit card reconciliations

• Ongoing maintenance of your books in QuickBooks or Xero

• Monthly financial reports (Profit & Loss and Balance Sheet)

• Review of your financials with notes or a monthly call

• Ongoing support for questions and adjustments

Note: this plan is designed for businesses with moderate transaction volume. If your needs are more complex, I’ll recommend a custom monthly structure.