Monthly Bookkeeping

With our Monthly Bookkeeping Service, you’ll always know where your money’s going—and how it’s supporting your business goals. We take care of the details: categorizing every transaction, reconciling accounts, and delivering clear, accurate financial reports each month. So your books stay organized, up-to-date, and ready whenever you need them.

INCLUDED IN EVERY PACKAGE

  • Accurate monthly financial reports tailored to your business needs

  • Bank reconciliations and expense categorization to keep everything organized and clear

  • Streamlined financial processes so you’re always prepared for tax season and confident in your numbers

CUSTOMIZED ADD-ONS

  • Annual budget set up

  • New accounting set up in Quickbooks or Xero

  • Monthly or quarterly strategy calls

  • 1099 annual filing

  • Tax Strategy calls

  • Perfect for solo business owners with simple needs.

    • Up to 2 bank and credit card accounts

    • Up to 100 transactions

    This is perfect for you if

    • Your books are simple, and you’d like to keep it that way

    • You’d rather not spend your weekends buried in receipts

    • You’re done guessing and ready to make money moves with real numbers

    STARTING AT $150/month

  • For growing businesses with more moving parts.

    • Up to 4 bank, credit card and payment processor accounts

    • Up to 200 transactions

    STARTING AT $300/month

  • For thriving businesses with more moving parts.

    • Up to 4 bank, credit card and payment processor accounts

    • Up to 400 transactions

    STARTING AT $450/month

  • You’re scaling - and your books need to keep up.

    • More than 4 banks, credits, and payment processor accounts.

    • More than 400 transactions.

    STARTING AT $600/month

Year-End Catch Up

Behind on your books? It happens—life and business move fast.
Being a little (or a lot) behind doesn’t mean you’ve failed. It just means you’ve had bigger things to focus on.

This year-end clean-up is for the woman who’s ready to get her financials sorted before tax season rolls in—no stress, no shame, and definitely no confusing spreadsheets.

WHAT’S INCLUDED

  • Set up or optimize your QuickBooks or Xero account—plus a Chart of Accounts that actually fits your business, not a generic template

  • Catch-up and clean-up of your books so everything is accurate, up-to-date, and ready for tax season

  • Straightforward financial reports (like your Profit & Loss and Balance Sheet) delivered right to your inbox

  • A simple, jargon-free breakdown so you can finally understand where your money went—and what your numbers are really saying

  • A full year of catch-up starts at $2,400

    Only a few months behind? You’re still in the right place - Partial-year catch-ups start at $250/month, with final pricing based on how many months need tidying up, how busy your books are, and how tangled things might be. No judgment—I’ve seen it all and I’ve got you.

    TIMELINE: 2 weeks

Tax Preparation

With professional tax prep tailored to you, you’ll feel confident, in control, and maybe even a little excited for tax season. Let’s turn it into a smooth, stress-free process that brings clarity and uncovers savings you didn’t even realize you were missing.

WHAT’S INCLUDED

  • Federal and state income tax return preparation (personal or/and business)

  • Thorough review of eligible deductions and credits to help minimize your tax liability

  • Quarterly estimated tax calculations (if applicable)

  • Personalized tax organizer to simplify document collection

  • Secure portal for uploading tax documents

  • Final review before filing so you know exactly what’s being submitted

  • Peace of mind knowing your taxes are accurate, compliant, and stress-free.

  • For individuals and families

    • Basic (W-2 income only, no dependents): $150

    • Standard (W-2, dependents, student loans, limited deductions): $200-$300

    • Advanced (self-employment income, investments, rental property): $350-$550

  • Includes sole proprietors (Schedule C), LLCs, S Corps, and Partnerships

    • Sole proprietor/ Single-member LLC (Schedule C): Includes 1040 + Schedule C + 1 STATE return: $400-$650

    • Multi-Member LLC/ Partnership (Form 1065): Includes federal return + state + partner K-1s: $700-$1,000

    • S Corporation (Form 1120-S): Includes federal return + 1 state + shareholder K-1s: $750-$1,100

    • Additional state return: $50

    • Year-end financials for tax prep (if books are not ready): Starting at $250

Final pricing depends on the complexity of your return and the state of your books. You’ll receive a personalized quote after a quick discovery call - no surprises.

STILL NOT SURE WHERE TO START?

We will review your needs and find the package that works best for you and your business