Your business is a BIG deal – definitely not just some side project. 

This is why your business bookkeeping shouldn't be "that thing" you address just at year end.

We can work together to create your DIY bookkeeping plan OR I can handle your bookkeeping.

I will help you manage and understand your business finances so YOU can focus on doing the work you love.


Bookkeeping Services

Each package is a flat, consistent monthly rate and customized based on your specific business needs. I assure that you won’t pay for what you don’t need. 

DIY Bookkeeping

$65/month
(with $300 one-time set-up fee)

  • Full review of current bookkeeping system 
  • Revise Chart of Accounts to reflect business model, if necessary
  • Streamline bookkeeping software that feeds into a single platform (Xero is our recommended platform)
  • Recommendation of other applications to integrate and streamline business finances
  • Connect specific tax rates to specified revenue accounts
  • 1-hour Xero training with supported training manual for future reference
  • 60-day post implementation check-in call 
This service is ideal for:
  • Freelancers, Creatives, Photographers, Life/Business Coaches, Personal Trainers, Massage Therapists who want to learn a bookkeeping system and manage it themselves.

Monthly Bookkeeping 

Starting at $250/month

  • Full Service bookkeeping
  • Review of current bookkeeping system 
  • Revise Chart of Accounts to reflect business model
  • Streamline bookkeeping that feeds into a single platform (Xero is our recommended platform)
  • Bank, Credit Card and Merchant Account Reconciliations (up to 3 accounts)
  • Accounts Payable
  • Accounts Receivable
  • Monthly Financial Reports (delivered electronically by 15th every month)
  • Unlimited calls and email support
  • Xero software subscription included in monthly fee

Beyond the Shoebox Bookkeeping Intervention

Starts at $2,500
(Price will be determine after the initial call and is based on the number of transactions, months and/or years requiring clean-up)

  • Full review of current bookkeeping system
  • Creation/update of Chart of Accounts to reflect business model
  • One-time data entry of all back transactions, provided via your "shoebox"
  • Streamline bookkeeping software that feeds into a single platform (Xero is our recommended platform)
  • Bank, Credit Card and Merchant Account Reconciliations (up to 3 accounts)
  • 1-hour phone call to review your financial reports
  • Xero training with supported training manual for future reference
  • 60-day post shoebox intervention check-in call 
  • 6-month subscription to Xero software included in price
This service is ideal for:
  • Businesses who have neglected their bookkeeping and need an expert to untangle the mess and deliver a system that can be maintained by business owners.
  • After completed, business owners wishing to become monthly bookkeeping client will receive first month of service free of charge.