Monthly bookkeeping solutions to meet everyone’s needs

Bookkeeping Packages

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Discover Bookkeeping Brilliance

These packages all offer one standout commonality – My packaged with a bow monthly reports and breakdown. Not a single client walks away without an explanation of their monthly reports!

$350/mo

Budget Plan

Bare bones bookkeeping for the ultra-small business.

Up to 50 transactions
Up to 2 accounts
Unlimited support via email
Monthly income and expense categorization
Monthly bank reconciliations
Monthly Reports with video overview
Communication with your CPA as needed

$500/mo

Basic Plan

Great for smaller businesses and startups.

Up to 100 transactions
Up to 4 accounts
Unlimited support via email
Monthly income and expense categorization
Monthly bank reconciliations
Monthly Reports with recorded Zoom call
Communication with your CPA as needed
Annual 1099-NEC filings

$800/mo

Pro Plan

My most common package. Great for those who have more transactions.

Up to 300 transactions
Up to 4 accounts
Unlimited support via email
Monthly income and expense categorization
Monthly bank reconciliations
Monthly Reports with recorded Zoom call
Communication with your CPA as needed
Annual 1099-NEC filings

$1000/mo

Pro Plan

Perfect for those businesses that have a higher number of transactions and have a banking system or need one.

Up to 500 transactions
Up to 8 accounts
Unlimited support via email
Monthly income and expense categorization
Monthly bank reconciliations
Monthly Reports with recorded Zoom call
Communication with your CPA as needed
Annual 1099-NEC filings

Perfect fit for the smallest businesses


This is PERFECT for those who need bookkeeping without the crazy costs! Created with network marketing and MLM businesses in mind!

Ready to Use Anywhere

The base of Google Sheets makes your books available anywhere you have your phone in your pocket.

Affordability

No monthly fees, just a one-time payment for the sheets. Your first 30 days include Slack help as needed

Customizable

Customize your categories and colors. Brand it to your liking, or use it as is.

Small Business DIY Bookkeeping

A customizable DIY bookkeeping system

$247

Income & Expense Sheets
Mileage & Maintenance logs
Mileage & Maintenance auto-filled comparisons
Inventory Tracking Sheets
Calendar of important dates
30 days of my DIY concierge services

Personal Concierge

Unlimited 1:1 access to ME while you DIY your own books. Ask all your questions and get answers as needed.

Do you also want to experience what my regular monthly clients get as well? You will get access to a portal to send me your monthly reports and will get a video and PDF of the analysis of your reports and suggestions to help your bottom line.

Unlimited 1:1 Slack access
DIY bookkeeping
No contracts

Bookkeeping Concierge

1:1 Slack access for bookkeeping help

$97/mo

Unlimited Slack support

With monthly reporting

1:1 Slack access for bookkeeping help with a report breakdown.

$197/mo

Unlimited Slack support
PDF and video reports to your inbox

Book your call today

Let’s Work Together

Connect with me to explore how I can make your business vision a reality.

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