Services
Three ways to work together
Every engagement is fixed-scope and fixed-price. You'll know exactly what's included, what it costs, and when it's done — before any work begins.
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01 · One-Time Review
QuickBooks Diagnostic Review
$599 flat
Credited in full toward your cleanup if you move forward.
Not sure how good (or bad) your books are? This isn't a discovery call — it's a working review with a written report you keep, whether or not we ever work together again.
- Written findings report — every issue, prioritized by impact
- Dollar amounts attached to the problems, not vague warnings
- A fixed-fee quote to fix what's found — no hourly billing
- A 60-minute walkthrough call, in plain English
- Report delivered within 7 business days of access
Book Your Diagnostic
02 · Ongoing
Monthly Bookkeeping & Reconciliation
$450/mo starting
Exact monthly price set before we start — it doesn't change unless your business does.
Books that stay current, reconciled, and CPA-ready — without hiring anyone, chasing anyone, or opening QuickBooks yourself.
- Every transaction categorized — no "Ask My Accountant" pile-ups
- Bank & credit card reconciliations, every account, every month
- P&L and balance sheet by the 15th, with plain-English notes
- Accountant-ready books at year-end — lower tax-prep bills
- Job costing add-on for contractors & project-based work
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03 · Project-Based
Financial Systems & SOP Design
Custom quoted
Fixed-scope proposal after a short discovery call.
I don't just maintain books — I build the systems that keep them clean. Documented workflows your team actually follows.
- QuickBooks Projects architecture — costs, estimates & invoices that tie together
- Chart of accounts restructured around how you actually operate
- Written SOPs: check entry, receipts, vendor payments, month-end
- Invoicing & accounts receivable workflow design
- Documentation your team owns — not a dependency on me
Schedule a Discovery Call