One‑Time Nonprofit
Bookkeeping Services
Not every organization needs ongoing bookkeeping support—and that’s okay. My one‑time services are designed for those moments when you need an expert to step in, fix an issue, or set you up for success going forward.
Whether your books are months behind, your software setup isn’t working, or you simply want a professional review before a board meeting or grant submission, I’m here to help. These stand‑alone services give you clarity, compliance, and peace of mind—without a long‑term commitment.
If you need something not listed on this page, please schedule a call. Your needs may require a custom plan, and I’ll be happy to talk through the best approach for your organization.
Diagnostic
Review
For QuickBooks Online Users
$275
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$275
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Not sure what your books need—or even what condition they’re in? This one-time diagnostic service gives you a professional evaluation of your current QuickBooks Online setup and a clear plan for what to do next.
You’ll receive:
- A written summary outlining what’s working and what’s not
- A video review walking you through the main problem areas
- Clear, actionable steps to correct or improve your file
Whether you're planning to DIY or pass the books off, this review gives you a confident, informed starting point.
Setup &
Catchup
For QuickBooks Online Users
$500
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$500
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Need a clean start or time to catch up? This service gets your QuickBooks Online account set up—or brought up to date—accurately and efficiently.
Setup includes: A clean Chart of Accounts, connected bank feeds, and settings tailored to your nonprofit or service-based business.
Catchup covers: Categorizing and reconciling up to 700 transactions across 2 accounts for up to 12 months, with corrected balances and clean reports.
You’ll walk away with accurate books and a QBO file built to support your next steps.
Foundational Bookkeeping Setup
Includes Monthly
QuickBooks Ledger Access
$50 Setup Fee
Then $12.25/Month After the 1st Month
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QuickBooks Ledger Access
$50 Setup Fee
Then $12.25/Month After the 1st Month
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Step away from spreadsheets — get started with QuickBooks Ledger, the most basic version of QuickBooks Online. It’s a streamlined system that gives you exactly what you need to get organized — and the flexibility to upgrade as your organization or business grows.
What’s Included:
- QBO Ledger access (activated and managed by me)
- Basic Chart of Accounts tailored to your business type
- Account settings adjusted to your needs
- Access fully transferred to you after setup
Pricing:
$50 one-time startup fee (includes setup + first month of Ledger access) then
$12.25/month after.
Includes software, taxes, and transaction fees — no markup.
1.5 Hour Consulation
For QuickBooks
Online/Desktop Users
$100
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Online/Desktop Users
$100
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Need help navigating QuickBooks? This 90-minute consultation provides focused support for QuickBooks Online or Desktop users who need real-time guidance and troubleshooting.
We’ll cover: Common pain points like error messages, transaction issues, reporting confusion, or feature walkthroughs—based on your file and your questions.
You'll get: Clear explanations, hands-on answers, and practical steps you can take right away—whether you’re managing your books solo or preparing for additional support.
Walk away with clarity, confidence, and a plan to move forward.
What You Can Expect
1-on-1
Support
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.
Professional
Excellence
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.
5-Star
Service
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.
Can we hire you for a one‑time cleanup if we already have someone doing our books?
Yes. I can step in for a specific project—like catching up transactions, cleaning up your chart of accounts, or preparing reports—while your current bookkeeper continues day‑to‑day work.
Will you train us during a one‑time setup or cleanup?
If you’d like, yes. I can include training sessions to show you how to maintain the new setup, use your software effectively, and keep your books organized going forward.
How long does a cleanup or catch‑up project usually take?
It depends on how many months (or years) of data need attention and the current state of your books. After a quick review, I’ll give you a clear timeline before we begin.
Do you offer a review after completing a one‑time service?
Yes. Every one‑time project includes a final review to ensure everything is accurate and ready for your team, your board, or your accountant.
Can a one‑time service turn into ongoing support later?
Absolutely. Many clients start with a one‑time project—like cleanup or setup—and then move into a monthly package once they see the value of consistent support.