The "Set It and Forget It" Service

Everything your business needs to stay organized. I handle your bookkeeping throughout the year so your records are accurate, up to date, and ready to hand off to your tax preparer.

Includes:

• Monthly bank reconciliations

• Monthly financial statements

• A 15-minute monthly check-in

Monthly payment

The "Spring Cleaning" Service

Need to get your books back on track and tax ready? We'll organize and reconcile one full year of your financial records, correct errors, and ensure everything is accurate and tax-ready.

Includes:

• Review and correction of bookkeeping records for one calendar year

• Bank and credit card reconciliations

• Cleanup of uncategorized or misclassified transactions

• Year-end financial statements

• A 30-minute review meeting to discuss the completed work

One-time payment

The “Demolition & Remodeling” Service

Are you really behind on your bookkeeping? I’ll make the process easy. Whether you're one year behind or several, I’ll bring your books up to date so you can move forward with confidence and meet your tax and reporting obligations.

Includes:

• Comprehensive cleanup of multiple years of bookkeeping

• Bank and credit card reconciliations for all applicable periods

• Correction of bookkeeping errors and transaction categorization

• Financial statements for each completed year

• A review meeting upon completion with recommendations for staying current

One-time payment