Pricing Guide
These plans help determine the level of bookkeeping your business needs. Review the options below to understand which level fits your situation. If you’re unsure, simply reach out—I’ll confirm the right plan during your initial review.
These plans help determine the level of bookkeeping your business needs. Review the options below to understand which level fits your situation. If you’re unsure, simply reach out—I’ll confirm the right plan during your initial review.
Simple bookkeeping for low-complexity businesses
Includes:
Monthly transaction categorization
Bank and credit card reconciliation (via QuickBooks Online)
Monthly Profit & Loss reporting
Basic bookkeeping maintenance
Best for:
Single-platform businesses
Low transaction volume
Clean, ongoing bookkeeping
Note:
Not intended for historical cleanup or audit-level verification.
Multi-platform bookkeeping and reconciliation
Includes:
Everything in Foundation Plan
Shopify reconciliation
Stripe / PayPal reconciliation
Multi-system transaction matching
Monthly discrepancy review
Full monthly reconciliation
Best for:
Ecommerce / Shopify businesses
Multiple payment systems
Moderate transaction volume
Cleanup and historical bookkeeping correction
Includes:
Historical cleanup and catch-up bookkeeping
Correction of past records
Bank and credit card reconciliation
Shopify and payment processor matching
Full reconstruction of financial records
Reorganization inside QuickBooks Online
Best for:
Backlogged or messy books
Multi-year cleanup needs
Incomplete or inconsistent records
Initial Contact
Reach out via the contact form or request a call on the contact page.
Review & Assessment
Your business is reviewed to understand your current bookkeeping setup, systems, and level of complexity.
Plan Confirmation
The appropriate bookkeeping plan is assigned based on your business complexity.
Onboarding & Setup
Once confirmed, access is securely set up for your financial systems and bookkeeping begins.
Depending on your service plan, access may include:
QuickBooks Online (accountant access)
Bank and credit card accounts (secure connection or feeds)
Shopify (where applicable)
Stripe / PayPal reporting access
All access is used strictly for bookkeeping purposes and handled with confidentiality and care.
Services are focused on recording, organizing, and reconciling financial data to maintain accurate books for operational and reporting purposes.
To maintain focus and quality, the following services are not included:
Tax filing or tax advice
Payroll processing or payroll services
Issuance of 1099 forms
Bookkeeping services are intended to prepare clean financial records for use by a CPA, tax professional, or payroll provider.
All financial data, account access, and business records are handled with strict confidentiality.
Information is used solely for the purpose of providing bookkeeping services and is never shared with third parties except where required to complete the work.
Next Step
If you’re unsure which plan fits your business, visit the contact page to send a message or book a short call.
Your situation will be reviewed and the appropriate setup will be recommended.