Services

Stress Less.
Grow Smarter.

Whether you’re just getting started, scaling up, or somewhere in between, I’ve got services to fit your business!

You can choose a monthly tier if you want ongoing support, or mix and match from my à la carte menu if you’re more of a DIY-with-a-safety-net type.

Not sure what’s right for you?

I can help you figure it out! Every service starts with a conversation, ends with a custom proposal, and, as always, includes a judgment-free zone.

Monthly Bookkeeping Packages

Flirty Freelancer

Just a little something, nothing too serious. Great for baby businesses and solopreneurs who need some low-key support.

Starts at $250/ month

Includes:

  • Monthly bookkeeping (up to 2 bank/credit accounts)
  • Monthly bank reconciliation
  • Basic reports (Profit & Loss, Balance Sheet, Cash Flows)
  • Email support
I think this might be me!

Work Wife

We’re in this together now — organized, committed, and building something big.

Starts at $400/ month

Includes:

  • Bookkeeping (up to 4 bank/credit accounts)
  • Monthly bank reconciliation
  • Custom reports + visual summaries
  • Email & chat support
  • Quarterly check-in call
  • Transaction tagging for job/client tracking
  • Yearly CPA handoff report
Let’s talk about this

CFO BFF

Strategy, insight, and spreadsheets so clean they sparkle. You finally get to relax — you’ve got me now.

Starts at $700/ month

Includes:

  • Everything in SuperPro
  • Bookkeeping for up to 6 accounts
  • AR and AP tracking
  • Monthly strategy calls
  • Monthly financial snapshots
  • Annual Tax prep
  • Budgeting & cash flow insights
  • Priority support
Let’s make a plan

How It Works

I’m not about cookie-cutter packages or one-size-fits-nobody solutions.

Here’s what you can expect when you work with me:

  1. You reach out — no pressure, no weird forms (unless you like those)
  2. We chat about what’s going on and what you need
  3. I send a proposal that outlines your custom plan
  4. We high-five (virtually, like nerds), and I get to work while you breathe a little easier

Sounds good? Keep scrolling for add-ons and specialties!

Have questions?

FAQs

À La Carte Services

QuickBooks Services

QB Online Setup – $150
Full setup with a basic chart of accounts and walkthrough notes.

Advanced QB Online Setup – $250
Full setup with a custom chart of accounts, preferences, rules, and walkthrough call.

QB Cleanup – $100/hr
For books that are messy and tangled, oops!

QB Catchup – $75/hr
Get your books up to date so you can breathe again.

QB Review and Tune-up – $200
One-time checkup with quick fixes and written feedback for DIY business owners.

QB Training Call – $50/hr
Learn how to use QBO your way!

Historical Bookkeeping (1-2 yrs) – Custom Quote
Backlogged? Let’s fix it.

Monthly Support Add-Ons

Accountability Check-Ins – $100/mo
You do your own books, I check in, send reminders, and do monthly reconciliation.

AR Tracking (Invoicing) – $100/mo
I’ll send, track, and follow up so you get paid faster.

AP Tracking (Bill Entry) – $100/mo
I’ll track bills, prep payments, and avoid late fees.

Customized Monthly Reports – $50/mo
Make all your numbers easy to read (and kinda fun to look at).

Tax Prep Services

Annual Tax Prep (Bookkeeping only!) – $500
One-time clean books to hand off to your tax pro.

1099 Contractor Prep – $25/Contractor
I’ll help you get those 1099s in order, fast.

Custom Projects and Support

Loan/Grant Application Support – $200
Clean reports, organized docs, and prep support.

COA Redesign – $150
Fix your chart of accounts to match how you do business.

Got something weird? (Love that for us)

If it involves numbers, spreadsheets, or general business chaos, I’m probably into it. If you need help with something and don’t see it listed, just shoot me an email!

Need help deciding?

Send me a quick email, tell me what you’re thinking, and I’ll help you sort through it all — no pressure, no overwhelm.

Let’s figure it out!