Bookkeeping

I provide ongoing bookkeeping services for service-based small businesses that want accurate books and a trusted partner they can rely on. From recording transactions and reconciling accounts to preparing clear, easy-to-understand financial reports, I take care of the details so you don’t have to.

But I don’t stop at clean books.

Each bookkeeping tier includes thoughtful, ongoing support to help you understand what your numbers actually mean for your business. You’ll know where your money is going, how your cash flow is really doing, and what to pay attention to as you grow. My goal is for you to feel supported, informed, and confident—not left alone with a set of reports you don’t know how to use.

Whether you’re a therapist, lawyer, or other professional service provider just getting established or managing a growing practice, you’ll have reliable bookkeeping, consistent communication, and guidance that feels like having a financial partner on your team—without the stress or overwhelm.

Foundations - $350/month

For solo business owners who want clean books and confidence in the basics.

This package is all about stability. I’ll keep your books accurate, organized, and up to date so you always know where you stand financially — without meetings or extra layers you may not need yet.

What’s included:

• Bank feed integration (no merchant platforms)

• Monthly reconciliation of accounts

• Monthly financial statements:

  • Profit & Loss

  • Balance Sheet

• Reliable, tax-ready books

• Email and access to the diy membership support group for quick questions

Best if you want simple, trustworthy bookkeeping handled consistently.

Insights - $450/month

For growing businesses that want clarity, not just reports.

As your business gains momentum, understanding your numbers becomes more important. This package adds context and quarterly check-ins so you’re not left guessing what your reports actually mean.

What’s included:

• Everything that is included in Foundations

• Additional Monthly Financial Statements:

  • Comparison Profit & Loss (Monthly & Year to Date)

  • Statement of Cash Flow

• Quarterly KPI Snapshot

• Quarterly Meeting (60 mins)

This tier is ideal if you want reassurance, accountability, and a better understanding of your financial direction.

Momentum - $600/month

For business owners who want to actively use their numbers to make decisions.

Momentum is where bookkeeping turns into partnership. You’ll get monthly insights, deeper metrics, and regular conversations so your financials guide your next moves — not just reflect the past.

What’s included:

• Everything that is included in Insights

• Monthly Custom Financial Statements

• Monthly KPI Snapshot

• Monthly Meeting (60 mins)

This is a great fit if you want ongoing guidance and someone helping you connect the dots.

Strategic Partner - $800/month

This is a great fit if you want ongoing guidance and someone helping you connect the dots.

This package is designed for complex or multi-location businesses that need forward-looking insight, planning, and customization. We’ll work together regularly to forecast, plan, and adjust so you can grow with confidence.

What’s included:

• Everything that is included in Momentum

• Budget Creation and Monitoring

• Cash Flow Forecasting

• Monthly Strategy Meeting (60 mins)

• Annual Planning Session (90 mins)

Best for owners who want a long-term financial partner and proactive guidance.

Which Package is Right for You?

If you’re not sure where to start, that’s completely normal. Many clients begin with Foundation or Insight and move up as their business grows. I’m happy to help you choose a level of support that fits your business today — and scales with you over time.