Monthly Bookkeeping

Standard

GOLd

GOLd +

Perfect for Resellers, Side Hustlers, & Solopreneurs

Perfect for Content Creators, Brick + Mortar Stores, Outdoor Companies (Homesteaders, Landscapers, etc.)

Tailored to medium businesses and companies that need accrual accounting

Monthly update of bookkeeping up to 125 transactions/month

Everyone knows about the dreaded April tax date.

We all know that day when we have to have all of our “stuff” together to keep away from the scary IRS letters.

So you procrastinate until April first and then scramble to gather all of your sales and receipts (that you can find), and then make your best guess for your taxes. As your business grows, this gets harder and harder because you may owe sales tax or payroll taxes throughout the year. Sound familiar?

This is where we come in! With an approachable bookkeeper you can trust, you can trade the unbearable after-hours chore of categorizing and reconciling all of those business accounts for a movie night with your family! Take a look at our packages below to see which fits your needs best, or book a free 15 min discovery call if you need help!

Monthly reconciliation of up to 3 checking accounts, credit cards, or loan accounts

Record sales from up to 3 sales platforms

- Annual 1099 Tax Filings (sold separately)

ADD ons

- 40% off 1:1 check-in sessions

Monthly preparation and delivery of an executive monthly package 

Monthly update of bookkeeping up to 250 transactions/month

Monthly reconciliation of up to 6 checking accounts, credit cards, or loan accounts

Record sales from up to 6 sales platforms

Monthly preparation and delivery of an executive monthly package 

Inquire

starting at $250 per month

starting at $500 per month

starting at $750 per month

Monthly 5min Loom Recording summarizing financial reports

Annual 1099 Tax Filings (Includes up to 5 contractors)

- 40% off 1:1 check-in sessions

ADD ons

Inquire

Monthly update of bookkeeping up to 400 transactions/month

Monthly reconciliation of up to 10 checking accounts, credit cards, or loan accounts

Record sales from up to 10 sales platforms

Monthly preparation and delivery of an executive monthly package

Monthly 1:1 calls with my qualified bookkeeper to stay in communication & assure that we are meeting your needs

Annual 1099 Tax Filings (Includes up to 10 contractors)

- 40% off 1:1 check-in sessions

ADD ons

Inquire

Other Services

quarterly bookkeeping

Perfect for Small businesses who are just starting out

starting at $600 per quarter

Monthly update of bookkeeping up to 75 transactions/month

Monthly reconciliation of up to 2 checking accounts, credit cards, or loan accounts

Record sales from up to 3 sales platforms

Quarterly preparation and delivery of an executive quarterly package 

- Annual 1099 Tax Filings (sold separately)

ADD ons

- 40% off 1:1 check-in sessions

package Add Ons

Available to purchase with any ELB package

Payroll support

sales tax

invoicing services

bill pay services

additional accounts/loans

additional transactions

additional 1099 filings

À la carte Services

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1:1 consulting services

catchup + cleanup projects

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pricing varies

Our process is simple and stress-free.

1:

15 min discovery call to give clarity and discuss your needs

Nobody should have to experience the heart-racing moments of finding out how much you owe the IRS. We understand how it feels to not know where your business stands financially. We're here to help relieve any stress you may be feeling. Here's how it all works:

2:

we'll send over a proposal with some initial paperwork

3:

onboarding call

4:

Sit back and relax as we take care of your bookkeeping!

Go from timid business owner to confident and empowered problem solver with our consistent support!

BOOK A free 15 min discovery call

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FAQs

If any of these apply, it’s time to hire a bookkeeper:

  • You just started a business or filed an LLC.
  • You feel like you are spending more time on your bookkeeping than your business.
  • You haven’t paid yourself a penny.
  • You don’t have enough money in the bank each month to cover your business expenses.
  • You are more than a month behind on your bookkeeping.
  • You don’t know if your business is actually making money.

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CPAs, Accountants, Tax Pros are important!! They file your taxes, right?!  Bookkeeping is the vital link between your business and preparing your taxes. BUT your business finances involve a whole lot more than taxes! 

Consistent Bookkeeping helps you: 
  • See the full picture of your business finances
  • Make more informed business decisions
  • Find ways to cut costs that are affecting your bottom line
  • Discover new ways to increase sales
  • Have an easier process of obtaining a loan
  • Run your business more efficiently
  • Have peace of mind about the current health of your business

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Let’s be honest, who has time to keep up with the spreadsheets? Bookkeeping systems allow us to connect your bank automatically to avoid human error. It also keeps us from missing out on deductions from the receipts that get lost or left in the dreaded car console!

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Messy books are our favorite! No, I’m not kidding. We love taking what seems messy and bringing structure and order! We also become giddy school girls when we get to start a brand new Quickbooks account for our clients! 

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We recommend Quickbooks as a bookkeeping system that grows with your business! It is great for solopreneurs and those just starting their side hustle and it grows with you to help you build corporations! For businesses big and small, we recommend Quickbooks! Don’t worry! If you don’t have a system yet, we can help you set it up! 

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All you need is a business bank account and access to all of your sales platforms and expenses.

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The freedom of knowing where your business stands is at your fingertips!

Don’t put this off one minute longer!

BOOK A free 15 min discovery call