Keep your books accurate and up-to-date every month so you always know where you stand financially.

• Full transaction recording and categorization
• Bank and credit card reconciliation
• Accounts payable and receivable management
• Monthly financial statements (Profit & Loss, Balance Sheet, Cash Flow)
• Monthly financial review calls to discuss your numbers
• Starting at $500/mo. based on transaction volume

E-commerce brings unique challenges—multiple sales channels, inventory tracking, sales tax across states, and complex payment processing. Get comprehensive support that ensures your books reflect the real story of your business.

• Transaction categorization and recording across all sales channels (Shopify, Amazon, WooCommerce, etc.)
• Multi-channel revenue reconciliation
• Payment processor reconciliation (Stripe, PayPal, Square)
• Inventory tracking and cost of goods sold (COGS) calculations
• Sales tax tracking and reporting for multiple states
• Returns, refunds, and discount tracking
• Marketplace fee categorization
• Product and channel profitability analysis
• Starting at $800/mo. based on sales volume and complexity

Life happens, and sometimes the books get neglected. I’ll clean up the mess, reconcile everything, and get you current so you can move forward with confidence.

• Historical transaction recording (catching up overdue months or years)
• Bank and credit card reconciliation for past periods
• Error correction and account cleanup
• QuickBooks organization & optimization
• Year-end financial statements if needed
• Transition to ongoing monthly bookkeeping (optional)
• Custom pricing based on how far behind you are and complexity (typically $1,500-$5,000+)

Whether you’re new to QuickBooks or switching from another system, I’ll set everything up properly for your business and teach you how to use it effectively.

• QuickBooks Online setup and customization
• Chart of accounts designed for your business type
• Custom reports setup to track what matters to you
• Integration setup (connecting your sales platforms, payment processors, and apps)
• One-on-one training session on QuickBooks basics
• 30 days of email support for questions and troubleshooting
• $1,200 one-time fee (includes 2-3 hours of setup and training)

• Sales tax filing – $75 per state, per period
• 1099 prep & filing – $150 (up to 10)
• Payroll Processing (including tax filings & forms) – $10 per employee per pay period