Bookkeeping built for how you work
Straightforward services for entrepreneurs and self-employed professionals. No confusing tiers — just clean books and clear pricing.
Choose the right fit
Monthly Bookkeeping
Stay organized all year long
No-worry, done-for-you bookkeeping so you can focus on your clients — not your spreadsheets. I categorize every transaction, reconcile your accounts, and deliver clean monthly reports.
- Transaction categorization
- Monthly bank & credit card reconciliation
- Profit & loss statement each month
- Balance sheet preparation
- Dedicated response within 1 business day
- Secure document sharing portal
Tax Prep Support
Hand off clean books to your CPA
Avoid the last-minute scramble. I get your books tax-ready — organized, reconciled, and packaged so your CPA can file quickly and accurately.
- Year-end books cleanup & reconciliation
- Categorization review & corrections
- Profit & loss and balance sheet for filing
- Coordination with your CPA or tax preparer
- 1099 contractor summary report
- Prior year catch-up available
Financial Cleanup
Fix the mess, start fresh
Behind on your books? No judgment. I specialize in untangling months (or years) of backlogged transactions so you can move forward with confidence.
- Full historical transaction review
- Duplicate & error correction
- Account reconciliation from day one
- Catch-up bookkeeping (any period)
- Clean chart of accounts setup
- Handoff report with findings summary
How it works
Book a free call
We spend 30 minutes reviewing your situation and figuring out the right package.
Secure onboarding
You connect your accounts and share access through a secure portal — no emailing statements.
I get to work
I categorize, reconcile, and clean up your books. You get a summary when it's done.
Monthly rhythm
Your books are done by the middle of every month. Questions answered within one business day.
Common questions
What accounting software do you use?
I work primarily in QuickBooks Online.
How do I send you my documents?
Through a secure client portal. You'll get a private link to upload bank statements, receipts, and any other documents — no email attachments needed.
Do I need to be local?
Nope — I work with entrepreneurs and self-employed clients across the US, 100% remotely.
What if I'm months behind on my books?
That's exactly what the Financial Cleanup package is for. I'll get everything caught up before moving to a monthly plan.
Ready to hand off your books?
Book a free 30-minute call and I'll find the right package for your business.