Clean Books. Clear Insights. Confident Business Decisions
Affordable, Reliable Bookkeeping you can trust. Ideal for your growing small business.
Focus on your business, not your spreadsheets.
We don't just "do the math." We provide the peace of mind that comes with knowing your financials are IRS-ready and your cash flow is clear.
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Accurate Records: Never worry about a missed deduction again.
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Secure & Remote: We use bank-level encryption and cloud-based tools to keep your data safe.
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Timely Insights: Get financial reports delivered to your inbox every single month.
Frequently Asked Questions
1. Do I need to be located near you to work together?
No! I am a 100% remote bookkeeper. We use secure, cloud-based tools like QuickBooks Online and Zoom to collaborate, meaning I can support your business no matter where you are located.
2. What software do you use?
I primarily work within QuickBooks Online and Xero. If you aren’t on a cloud platform yet, don’t worry—I can help you migrate your data and get everything set up correctly from the start.
3. My books are a mess (or I’m months behind). Can you help?
Absolutely. Many of my clients come to me when they are feeling overwhelmed. We can start with a Clean-Up or Catch-Up project (under my Hourly Plan) to get your financials accurate and up-to-date before moving into a monthly maintenance plan.
4. How do I send you my receipts and documents?
We make it easy and paperless. You can use tools like Hubdoc, Dext, or even just a dedicated shared folder. Most clients simply snap a photo of a receipt on their phone, and it goes straight to me.
5. Will you handle my taxes?
I specialize in bookkeeping and financial reporting. While I do not file income tax returns myself, I ensure your books are "Tax-Ready." At the end of the year, I can provide a clean, accurate financial package directly to your CPA, saving you time and potentially reducing your tax prep fees.
Clean-Up
&
Project Support
Ideal for: Businesses with messy books, those months (or years) behind, or specific one-off financial projects.
Investment: $50 – $75 / Hour
What’s Included:
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Catch-Up Bookkeeping: Bringing your past-due books up to current standards so you can file taxes with confidence.
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Historical Clean-Up: Auditing and correcting previous entries to ensure your balance sheet is actually accurate.
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Diagnostic Review: A deep dive into your chart of accounts to find errors or missed deductions.
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Software Migration: Moving your data from old spreadsheets or outdated systems into QuickBooks or Xero.
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1099 Filing & Year-End Prep: Intensive support to get you ready for your CPA during tax season.
Starter Plan
Ideal for: Freelancers, side-hustles, and solopreneurs with low transaction volume who need "tax-ready" books.
Investment: $200 – $350 / Month
What’s Included:
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Low-Volume Data Entry: Categorization and reconciliation of up to 50 transactions per month.
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Bank & Credit Card Reconciliation: We ensure your bank balance matches your books for up to 2 accounts.
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Tax-Ready Financials: Monthly Profit & Loss Statement so you are prepared for quarterly estimated taxes.
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Cloud Security: Set up and maintenance of your QuickBooks or Xero account with secure document storage.
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Email Support: Quick answers to your bookkeeping questions within 48 hours.
Standard Plan
Ideal for: Established small businesses and growing restaurants with steady monthly activity and multiple accounts.
Investment: $350 – $550 Per Month
What’s Included:
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Moderate Volume Processing: Categorization and reconciliation of up to 150-200 transactions per month.
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Multi-Account Reconciliation: Up to 4 accounts (e.g., Operating Bank, Savings, Credit Card, and Third-Party processors like Toast or Stripe).
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Monthly Financial Package: Professional Profit & Loss and Balance Sheet delivered by the 15th of every month.
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1099 Maintenance: We track your vendor W-9s year-round so January is stress-free.
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Monthly Review Meeting: A 15-minute monthly video check-in to discuss your financial health and answer questions.
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Standard Support: Email support with a 24–48 hour response time.
Premium Plan
Ideal for: High-volume restaurants, multi-location businesses, or owners ready for "full-service" financial oversight.
Investment: $650 – $1,200+ Per Month
What’s Included:
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High-Volume Processing: Categorization and reconciliation of up to 400 transactions per month.
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Weekly Financial Updates: We keep your books current every week so you always know your "real-time" cash position.
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Prime Cost Analysis: Detailed tracking of COGS (Food/Liquor) and Labor percentages—essential for restaurant profitability.
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Accounts Payable Management: We manage your vendor bills and scheduling to ensure your credit remains strong and vendors stay happy.
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Custom Reporting Package: Includes Monthly Profit & Loss, Balance Sheet, Cash Flow Statement, and Budget vs. Actual reports.
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Priority Strategy Session: A monthly 30-minute deep-dive video call to review your numbers and identify growth opportunities.
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Priority Support: Direct access via email or text with a guaranteed under-24-hour response time.