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Perfect for freelancers, solo contractors, and small service businesses just getting organized.
- Transaction categorization
- Bank reconciliation
- Monthly P&L by the 5th
- QuickBooks Online management
- Email support
For growing businesses with more activity — contractors, cleaning companies, and active sellers.
- Transaction categorization
- Bank reconciliation
- Monthly P&L by the 5th
- QuickBooks Online management
- Email support
For established businesses with high transaction volume needing consistent monthly oversight.
- Transaction categorization
- Bank reconciliation
- Monthly P&L by the 5th
- QuickBooks Online management
- Email support
For high-volume businesses with complex books needing thorough monthly management.
- Transaction categorization
- Bank reconciliation
- Monthly P&L by the 5th
- QuickBooks Online management
- Email support
🔧 One-time services
Books behind by a few months? I'll bring everything current. Priced per overdue month — purchase one and we'll discuss the total scope.
New to QuickBooks? I'll set up your account from scratch — chart of accounts, bank connections, and settings tailored to your business.
Not sure which plan is right for you?
No problem — most people aren't. Send me a message and I'll tell you honestly what makes sense for your business. No sales pitch, no obligation.