If tracking your business or personal expenses feels overwhelming, you’re not alone!

Many people feel unsure where to start, and my goal is to take the stress and uncertainty out of bookkeeping so you can focus on what matters most.

I offer flexible services to meet you where you are — whether you’re looking for DIY guidance, ongoing bookkeeping support, or full-service bookkeeping.

From learning how to confidently manage your own books to having everything handled for you, there’s an option to fit your needs.

If you don’t see a package that feels quite right, I’m happy to connect and create a customized solution that works for you.

BASIC MONTHLY PACKAGE

  •  Bookkeeping Software Subscription to QuickBooks

  • Reconciliation of 3 accounts

  • Monthly Financial Statements

  • Review of Balance Sheet and Profit & Loss Statement

  • Annual Reports sent to CPA/Accountant

  • Unlimited email access during business hours

Starting at $200/month

ADD-ONS

  • A/P (Accounts Payable)

  • A/R (Accounts Receivable)

  • Quarterly Tax Filing

  • Annual S Corp/FTB Filing

  • CA Statement of Information Filing (S Corps)

  • Payroll

  • Clean up (catching up with past year’s financials)

DIY training

If you want to learn how to do your own books, I can help! I offer training on QuickBooks and will help you with the following:

  • Setting up your Chart of Accounts

  • Syncing your banks and credit cards to QuickBooks

  • Automating transactions in QuickBooks

  • Running and reading reports