Whether you’re just starting out or scaling your business, my packages provide the right level of financial management and support. If you don’t see a package that fits your needs, I’ll be happy to customize one tailored specifically to your business.
For growing home service businesses earning over $500K/year, ready to gain clarity, control, and confidence through expert financial partnership.
$750+/month
This package is designed for busy home service business owners managing growing teams, increasing workloads, and the financial chaos that comes with success.
You may be:
Trying to juggle multiple jobs, late invoices, and cash flow that never quite matches what’s in the bank
Spending too much time guessing at your numbers instead of using them to lead your business
Preparing for tax season, equipment upgrades, or even taking on employees—and worried your books aren’t up to the task
Leaning on your spouse, office manager, or a buddy who’s “pretty good with spreadsheets” (but it’s not a long-term solution)
Struggling to get reports that actually tell you where the money’s going—or if you’re even making a profit
If you’ve ever said, “We’re booked solid, but I have no idea where the money goes,” or “I just want to know what my numbers are telling me,” — this package was built for you.
It’s ideal for service providers ready to move from guessing to growth—with someone who knows that good bookkeeping matters even more when your business runs on hustle and hard work.
Owner-Level Financial Clarity
No more guesswork—know exactly where your business stands, what’s bringing in profit, and what’s draining it
Job-Ready Reports & Dashboards
Get clean, customized visuals you can actually use to make decisions (and hand off to your tax pro without stress)
Business Confidence
Quote jobs, plan purchases, and take on new work knowing your numbers can back you up
Cash Flow Intelligence
Decide when to hire, buy, or pull back—using data, not gut feelings or panic
Peace of Mind with a Financial Partner
You’re not just getting someone to “do the books”—you’re gaining a financial sidekick who knows how to keep your business running lean, clean, and profitable
Categorization of up to 800 transactions per month
Stay on top of your business activity with clean, organized records that keep your books accurate and audit-ready
Advanced categorization (job or service-type tracking if available)
Break down income and expenses by job, crew, or service type to see what’s actually driving profit
Project-based tracking and reporting (when available)
Keep tabs on job performance and cost breakdowns—alternate solutions provided if your software lacks project tools
Reconciliation of up to 5 accounts per month
Keep your bank, credit card, and loan accounts aligned with your books to avoid missed charges or double entries
Ongoing cash flow monitoring and planning
Know when money’s coming in, when it’s going out, and how to plan ahead—without running blind
Monthly customized financial reports (Profit & Loss, Balance Sheet, Statement of Cash Flows)
Built for your business—not the IRS—so you can actually use them to make decisions
Custom visual dashboard of key financial points
Get a visual snapshot of what’s working (and what’s not) so you can react faster and smarter
Monthly 1:1 virtual review meeting
Stay supported with regular check-ins to answer questions, review trends, and plan ahead
Email support (responses within 1 business day)
No more waiting weeks for an answer—get timely, clear responses when something comes up
Collaboration with your tax preparer
We’ll make sure they get clean books, clear reports, and everything they need for a smooth year-end (tax prep not included)
For small home service businesses earning $150K–$500K/year, ready for consistent bookkeeping support and clearer financial visibility.
$350+/month
This package is for small home service business owners who are ready to take bookkeeping off their plate—but aren’t quite ready for full-on financial strategy support.
You might be:
A solo operator juggling job sites, receipts, and late-night invoicing
Getting by with inconsistent tracking and a stack of spreadsheets
Prepping for tax time but worried your numbers are off (or missing)
Just trying to keep things from falling through the cracks
Needing basic support now, with plans to grow later
This package helps you lay the foundation—so you can scale with clarity, confidence, and fewer 2 a.m. bookkeeping sessions.
Reliable, up-to-date books
Know where your business stands each month—no more guessing or hoping it’s all there
Peace of mind during tax time
Clean, organized reports your tax pro will actually appreciate
Fewer fires, more focus
You stop doing the books. We keep them straight—so you can focus on running the business
Better decision-making
With quarterly reports that actually mean something (and make sense to you)
Categorization of up to 400 transactions per month
Stay organized and ready for tax season as your business activity grows
Advanced categorization (job or service-type tracking if available)
Track income and expenses by job, crew, or service type for more meaningful insights
Project-based tracking and reporting (when available)
Maintain clarity on job performance and cost tracking—or use structured alternatives when needed
Reconciliation of up to 3 accounts per month
Ensure your books match your bank and remain accurate month over month
Quarterly financial reports (Profit & Loss, Balance Sheet & Statement of Cash Flows)
Stay informed with simplified, clear reports delivered four times a year
Quarterly 1:1 virtual review meeting
Discuss trends, clarify questions, and adjust course as needed
Monthly summary email
A quick overview of your financial activity and highlights to keep you in control between reports
Collaboration with your tax preparer
We’ll make sure everything is ready to go at year-end (tax prep not included)
Email support (response within 2 business days)
Get clear, timely answers when you need help
For early-stage or steady home service businesses earning under $150K/year who need reliable, basic bookkeeping—done right the first time.
$170+/month
This package is ideal for small, steady home service businesses with a simple setup who just want to stay organized and tax-ready—without the stress or overkill.
You might be:
A solo operator or small team juggling the day-to-day
Running a few reliable services or sticking to one specialty
Tired of DIY bookkeeping but not ready for deep financial strategy (yet)
Preparing for your first real tax season or just want to avoid a mess next year
Focused on keeping things simple, clean, and ready to grow
If you just need your numbers in order—without stress or extra fluff—this package is for you.
Clean, consistent books
So you’re not scrambling every time tax season rolls around
Clear monthly reports
Know what’s coming in, what’s going out, and where you stand financially
Time back in your week
Because you didn’t start this business to do data entry on nights and weekends
Confidence with your numbers
No more “I think it’s right?” when your tax preparer or lender asks for financials
Categorization of up to 200 transactions per month
Keep your books clean, organized, and up to date without the DIY headache
Reconciliation of up to 2 accounts per month
Make sure your bank and credit card balances match your books—no surprises
Monthly summary email
A quick update on what’s been done, plus reminders or questions to keep things moving
Annual tax-ready reports at year-end
Your financials wrapped up, organized, and ready for filing season
Collaboration with your tax preparer
We’ll provide everything they need—so you’re not chasing down documents (tax prep not included)
Email support (response within 2 business days)
When questions come up, you’ll get clear, timely answers without the wait
You’ll receive personalized support tailored to your specific needs. This hands-on, responsive approach ensures your concerns are addressed quickly—so you can stay focused on growing your business or organization.
With over 17 years of professional experience in financial management and bookkeeping, I bring both expertise and diligence to every client. I'm a Level 1 & 2 QuickBooks ProAdvisor and a Certified Bookkeeper through AIPB—credentials that reflect my commitment to providing exceptional service with accuracy, clarity, and care.
I aim to provide 5-star service, not just once, but every time we work together. My goal is to build lasting relationships by showing up reliably, responding quickly, and delivering the kind of support that earns your trust.
My pricing is based on the complexity and volume of your financial transactions, the level of service required, and the specific needs of your business. I offer transparent, flat-rate pricing for each package to ensure there are no surprises. After our initial consultation, I assess your business requirements and create a custom service plan for you.
Yes, I stand behind the quality of our services and offer a satisfaction guarantee to ensure you are happy with our work. If you’re not satisfied with our services or no longer need them, you can terminate our Service Agreement with a 30-day notice. Additionally, I provide a free initial consultation to understand your needs and demonstrate how I can add value to your business.
I offer flexible payment terms for our bookkeeping services to suit your needs. For recurring services, I invoice monthly or quarterly. For one-time projects, I usually require a 50% retainer upfront and the remainder upon completion.