Services & Pricing

I’m in the process of switching from an hourly-based model to a flat monthly fee because…

  • I want to be available; take time to respond to your emails and be a resource throughout the month.

  • Simplified billing means less admin time and more time I can spend helping you and your business.

  • Flat fee billing means predictable cash flow and expenses for you!

While I’m still working on the details of my pricing, your flat fee will be based on the a number of factors, including volume of transactions, the complexity of your accounts, and what services are included (which are listed below!)

Monthly Services

  • General Bookkeeping

    Includes categorizing, reconciling, accounts payable and receivable

  • Financial Reporting & Analysis

    From simple reports like profit and loss, to more complicated financial analysis to maximize your business insight

  • Payroll

    I run payroll through a third-party, and can make recommendations based on number of employees, benefits, and budget

Catch Up

I offer a holistic approach to catch up. Being behind on bookkeeping or taxes can trigger shame and anxiety, and this is something I keep in the forefront of my mind when working with you.

Once we get you caught up, we do some analysis: how did you get behind and how to you make sure it doesn’t happen again? What systems can we build that best works for you, your business, and your brain chemistry?

There’s a minimum $500 fee for all catch-up projects of 12 months or more, including a $200 deposit.

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System Set-Up, Integration, and Optimization

Whether you’re starting your business, expanding, or just looking to make things more efficient. I can help you integrate with point of sale machines, bill payment systems, external payroll software (such as Asure or Paychex).

Right now integration and optimization is rolled into the flat monthly fee while bookkeeping set up for new businesses has a minimum fee of $300.