Ways We Can Work Together
Every business is different, which is why I don't believe in a one-size-fits-all. My services are designed to meet you where you are.
Whether you're looking for ongoing support, need help getting your books back on track, or simply want professional guidance while managing your own books, we'll find the solution that's right for your business.
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For business owners who are ready to hand off their bookkeeping and want personalized support, accurate financials, and a trusted partner to help keep their business organized.
Essential Package - starting at $350
Perfect for solopreneurs and smaller practices with less complexity and straightforward needs
Categorization of all expense and revenue transactions
Bank/Credit Card Reconciliations
Monthly Financial Reports with a recap summarizing your numbers delivered by the 15th
Two optional 1:1 Zoom meetings per year for a deeper dive into your finances and better solutions
Unlimited e-mail support
Collaboration with your CPA/tax pro for a smooth year-end and tax season
Growth Package - starting at $550
Designed for growing businesses with more complex operations that need additional financial support.
Includes everything in Essential, plus additional services such as:
Payroll coordination or processing support
Accounts Payable
Accounts Receivable
Job Costing
Sales Tax filing
Multiple 3rd party platform integrations (POS systems, payment processors etc.)
Workflow Support
*Monthly pricing is based on the size and complexity of your business. A one-time onboarding fee applies to all ongoing bookkeeping services.
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For businesses with incomplete, outdated, or inaccurate books that need to get back on track before moving forward, or start fresh.
Whether you've fallen behind, recently switched systems, or simply know your books need attention, I'll help bring everything up to date and build a solid financial foundation.
What’s included:
Diagnostic Review and assessment of your books
Historical cleanup and correction of existing records
Catch-up bookkeeping for prior months or years
Reconciliations of all bank/credit card/loan accounts
Reviewing and updating existing Chart of Accounts
Providing financial reports upon completion
Recommendations to help keep your books organized moving forward
*Pricing varies depending on the scope of work, number of months requiring attention, complexity of the books, and the condition of your current records.
**Discounts are available when paired with an ongoing support
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For business owners who want an expert opinion on the health of their books before moving forward.
Whether you're handling your own bookkeeping, working with another bookkeeper, or simply aren't sure if everything is being done correctly, a Diagnostic Review provides a clear picture of where your books stand and what, if anything, needs attention.
What's Included:
Comprehensive review of your QuickBooks Online file
Evaluation of bookkeeping accuracy and organization
Identification of errors, inconsistencies, and potential red flags
Detailed written report outlining findings and recommendations
1:1 review meeting to discuss the results and provide recommendations
One-time investment of $450
*If you choose to move forward with a Clean-Up/Catch-Up project or ongoing bookkeeping services, your Diagnostic Review fee will be credited toward your project.
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Ideal for newer businesses that need a solid foundation to start, or those that are ready to level up, ditch the spreadsheets, and start using an accounting system.
What’s included:
Full QuickBooks Online account setup
Connections of all applicable bank and credit card accounts
Customized Chart of Accounts
1 hour walk-through Zoom session on how to navigate QuickBooks Online
30 days post-setup support to answer any questions
One-time investment of $650
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For business owners who prefer to manage their own books but appreciate having a trusted professional to turn to for guidance and support when needed.
Flexible support options are available and customized to your needs. Pricing varies based on the type and level of support requested.
Contact me for more information.
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Assisted Payroll - payroll setup and/or processing through Gusto or your existing payroll platform
Accounts Receivable - assistance with client invoicing and payment tracking
Accounts Payable - assistance with bill pay
Sales Tax filing - preparation and filing of sales tax returns to help keep your business compliant with state and local requirements
1099 filing - annual preparation and filing of Form 1099s for eligible contractors, including review, W9 collection, and filing assistance
*These services are available individually or can be incorporated into an ongoing bookkeeping engagement based on your business needs.
Getting Started is Easy
Schedule a FREE discovery call. We'll get to know each other, discuss your business, your bookkeeping needs, I will gather as much information as I can, and answer any questions you may have.
Let’s talk
Based on our conversation, I'll recommend the services that best fit your business and provide a personalized proposal outlining the scope of work and pricing.
Receive a Customized Proposal
We'll complete the onboarding process and establish the systems needed to keep your bookkeeping running smoothly.
Get Organized
With your bookkeeping in good hands, you can spend more time doing what you do best while knowing you have someone in your corner.
Focus on Your Business
FAQs
How do I know which service is right for me?
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You don't have to decide on your own. During our discovery call, we'll discuss your business, your current bookkeeping, and your goals. Based on that conversation, I'll recommend the service that's the best fit for your needs.
Do you offer tax preparation services?
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I do not offer tax preparation services at this time, but I will gladly prepare everything your accountant needs for seamless tax filing. Also, I’ll be more than happy to connect you with a trusted tax professional.
Do you work with businesses outside of Illinois?
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Yes! Since all of my services are provided virtually, I work with small businesses all throughout the United States.
Do you work with my CPA or tax professional?
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Absolutely. I believe bookkeeping and tax preparation work best as a team. I'm happy to collaborate with your CPA or tax preparer to help ensure a smooth year-end process.
Pricing is customized based on the size, complexity, and support needs of your business. During our discovery call, I'll learn more about your business and provide a personalized proposal.
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How is pricing determined?
What if I'm behind on my bookkeeping?
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You're not alone! Many clients come to me after falling behind. I'll help assess where things stand and recommend the best path forward without judgment.
Absolutely. As your business grows and your needs change, your bookkeeping support can grow with you.
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Can I switch services later?
Every business has a story. I would love to be part of yours.
My goal is simple: to help you feel supported, confident, and in control of your finances, so you can focus on growing the business you've worked so hard to build.
