QuickBooks-Certified

Clean books. Zero tax-season panic.

I optimize your QuickBooks Online, reconcile your accounts, and deliver audit-ready financial statements directly to your inbox by the 10th of every month.

Overhead flat-lay of an organized desk with a notebook, pen, and laptop, bright natural daylight, sharp focus, 35mm
Overhead flat-lay of an organized desk with a notebook, pen, and laptop, bright natural daylight, sharp focus, 35mm

Core Solution

Structured Financial Clarity

I don't just categorize transactions. I structure your chart of accounts to tell the true story of your business growth and keep you fully prepared for tax season.

Monthly Reconciliations

Accurate, audit-ready financial ledgers

Every transaction is matched, categorized, and reconciled against your bank statements. I eliminate errors, track sales tax, and ensure your ledger balances perfectly every single month.

QuickBooks Cleanup

Resolve past bookkeeping errors

If your QuickBooks is a maze of uncategorized expenses and mismatched payments, I can help to reconstruct historical data, clean up your chart of accounts, and make you tax-ready.

Request a QuickBooks Review
Clear Pricing

Simple plans for growing businesses

No hidden fees or hourly surprises. Choose the flat-rate tier that matches your monthly transaction volume.

Essential

Professional

One-Time

Perfect for growing businesses with multiple accounts

Historical Cleanup/Catchup

Perfect for freelancers and solo owners under $100K revenue

  • Monthly bank and credit card reconciliation

  • Expense categorization with bank rules

  • Monthly financial statements

  • Everything in essential

  • Light AR and AP tracking

  • Quarterly performance summary

  • Priority support

A complete diagnostic review and reconstruction of messy books to get you fully caught up and tax-ready.

$300-$350

per month

$250-$350

per month

Custom

quote based on volume

$350-$450

per month

Get Started

Ready for clean, reconciled books?

Let me take the stress out of your monthly close. Get started today with a free diagnostic review.