"Working with small businesses to grow their success!"
Professional bookkeeping should be accessible, predictable, and structured — especially for small businesses and startups working within tight budgets. My pricing is designed to give you clean, compliant books from the start, with clear expectations and no hourly billing. As your business grows, your support can grow with you.
Monthly bookkeeping provides the essential financial maintenance your business needs to stay organized, accurate, and audit‑ready:
This monthly rate applies to one business entity, one bank or credit card account, and up to 100 transactions per month. Digital payment platforms (Zelle, PayPal, Square, Venmo, Stripe, etc.) require additional reconciliation and compliance steps and are billed as add‑ons.
Additional services are available at an adjusted rate and may include:
Software subscriptions and third‑party tools are not included in base pricing.
As a Digits Level III Certified Partner, I offer clients access to a modern, AI‑native accounting platform that delivers real‑time financial clarity. Digits automates categorization, accelerates reconciliation, and provides intuitive visual reporting — while I maintain full oversight and month‑end accuracy.
Clients who choose Digits often experience faster turnaround times, cleaner books, and more transparency throughout the month.
I offer educational tax‑scenario modeling using Intuit® ProConnect® Tax Advisor to help you explore options, understand potential outcomes, and plan with confidence. EFIN & PTIN verified.
All scenarios are for planning purposes only and should be reviewed with your CPA or tax attorney before making decisions.
A retainer is required before any work begins. This retainer includes:
Your proposal will outline the full retainer amount. This fee reflects the time, preparation, and tools needed to establish a clean, compliant bookkeeping system and is non‑refundable if services end early.
Invoices are due upon receipt. Services are prepaid and provided under contract. A 30‑day written notice is required to end services.
"We have a complicated estate with multiple accounts both personal and business and no bookkeeping history for 4 years. We had to start bookkeeping from scratch and you have been critical to get us back on track. Your ability to collaborate with banking staff and CPA has been a godsend. You are great to work with because you don’t overpromise and deliver when you say you will. You are a tireless problem solver to meet customer goals."
- Peg S.

I work closely with a limited number of clients to provide personalized, long‑term bookkeeping support.
If you're looking for a trusted partner to bring clarity, organization, and confidence to your business finances — and you’re seriously considering ongoing support — I’d love to learn more about your needs.
Please complete the Client Application and share a bit about your business, your goals, and any bookkeeping challenges you’re facing. This helps me understand whether we’re the right fit and ensures I can give each client the focused attention they deserve.
To stay fully present for current clients, I’m not able to respond to general bookkeeping questions outside of active engagements. Thank you for understanding.
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