Service Details

Consultation
$0.00

Not sure what you’re looking for or if we will be a good fit? No worries, let’s meet for a 30-minute video or phone call to chat.

Questions to consider:

  • What software or systems are you currently using?

  • How often do you review your financials?

  • Are there any pain points or inefficiencies you are dealing with?

  • What are your financial goals for the next 6-12 months?

Hourly Rate
$35.00

Put me in coach (as needed). This service is great for someone who needs a helping hand from time to time. Price per hour.

What’s included:

  • “Catch up” - entering or updating past months (or years) of financial transactions

  • Ensuring all income and expenses are properly recorded

  • Identifying and correcting bank and credit card reconciliation discrepancies

  • Reviewing outstanding bills and invoices

  • Clearing out duplicate or void entries

  • Organize chart of accounts - standardize account names for accuracy and clarity

  • Identifying and correcting data entry mistakes, duplications, or omissions

  • Verifying debt balances against lender statements

  • Generate financial statements

  • Software setup

Monthly Fee
$175.00

This option is perfect for the “shoe box” client who wants to hand over all their documents and let me take care of the rest. Price per month.

What’s included (the “deluxe” if you will):

  • Software Set Up

  • Transaction categorization and data entry

  • Monthly bank and credit card reconciliations

  • Financial Reports (Profit & Loss, Balance Sheet)

  • Payroll Support or Coordination

  • Tax-ready books for your CPA

  • Accounts payable/receivable tracking

  • “Catch up” - entering or updating past months (or years) of financial transactions

Initial Onboarding or Clean Up
$125.00

Getting started? I’ll help set up your company accounts and organize transactions. The clean up service is great for someone looking for another pair of eyes to review already prepared financials and make suggestions for updates or improvements.

Initial Setup

  • Accounting software set up (Quickbooks Online) and customization of settings tailored to your business

  • Chart of accounts creation and appropriate grouping

  • Opening balances entry

  • User training and documentation available

  • Financial Report Setup

Clean Up

  • Ensuring all income and expenses are properly recorded

  • Identifying and correcting bank and credit card reconciliation discrepancies

  • Reviewing outstanding bills and invoices

  • Clearing out duplicate or void entries

  • Organize chart of accounts - standardize account names for accuracy and clarity

  • identifying and correcting data entry mistakes, duplications, or omissions

  • Verifying debt balances against lender statements

  • Generate Financial statements

FAQ

  • Excel, Quickbooks

  • I prefer email, but I’m happy to chat via phone call or zoom.

  • We start with a complimentary call to understand your business, bookkeeping needs, and current financial setup. This helps determine the best way to support you.

    Based on the consultation, I’ll send you a custom proposal outlining the scope of services, pricing, and timelines. Once you’re ready, you’ll sign an engagement letter to officially begin our partnership.

    I’ll request access to your existing accounting software or financial records. If you're starting fresh, we’ll help you get set up from scratch.

    You’ll complete a brief onboarding questionnaire to provide key business information—such as entity structure, accounts, and tax deadlines.

    We’ll then continue business as usual and maintain consistent communication according to our plan.

  • Hourly and one time fees are invoiced after the service is complete. Payment is due in 30 days.

    Monthly fees are charged on the first of each month. Payment is due in 30 days.

  • Let’s chat! Hit the about tab at the top right of the page in order to fill out the contact form.

  • 2 years as Assistant to the Controller for a road construction company in WA

    • Primarily worked on accounts payable/receivable

    5 years of public accounting with Moss Adams (now Baker Tilly)

    • Tax senior

    • Partnerships, S Corporations, Individuals, Estate and Gift Tax

    • Industries: real estate, private clients and high net worth individuals, small business owners (veterinarian, chiropractor, real estate investors, etc.)