For straightforward businesses that want reliable monthly bookkeeping without the overwhelm.
Includes:
Up to 150 transactions per month
A “transaction” is any money moving in or out of your business — customer payments, subscriptions, rent, supplies, transfers, bank fees, etc.
Up to 2 bank or credit card accounts
Monthly reconciliation
This means I make sure your QuickBooks matches your real bank and credit card statements so nothing is missing or duplicated.
Careful categorization
I assign each expense and payment to the correct bucket so your reports actually reflect what’s happening in your business.
Monthly financial statements
You’ll receive a Profit & Loss (what you earned, what you spent, and your profit) and a Balance Sheet (what your business owns and owes.
Year-end tax-ready reports for your CPA
You’ll know where your business stands — every month.
For straightforward businesses that want reliable monthly bookkeeping without the overwhelm.
Includes:
Up to 150 transactions per month
A “transaction” is any money moving in or out of your business — customer payments, subscriptions, rent, supplies, transfers, bank fees, etc.
Up to 2 bank or credit card accounts
Monthly reconciliation
This means I make sure your QuickBooks matches your real bank and credit card statements so nothing is missing or duplicated.
Careful categorization
I assign each expense and payment to the correct bucket so your reports actually reflect what’s happening in your business.
Monthly financial statements
You’ll receive a Profit & Loss (what you earned, what you spent, and your profit) and a Balance Sheet (what your business owns and owes.
Year-end tax-ready reports for your CPA
You’ll know where your business stands — every month.