Founding Client Offer

My first 5 clients who sign up for a 3-month plan get a free AI Profit Check-Up. Book a discovery call to claim your spot.

Monthly Packages

Plans for your business stage.

I offer clear monthly packages to fit your needs, though final pricing depends on your business complexity, transaction volume, number of accounts, and specific service needs.

Starter Plan

Solopreneurs & new businesses


$325

Up to 2 accounts under ~100 transactions/mo


  • Monthly bank & credit card reconciliation

  • Transaction categorization in QuickBooks Online

  • Monthly Profit & Loss statement

  • Year-end tax-ready financial package

  • Secure document portal & email support

  • AI-assisted categorization for faster, cleaner books

Growing Plan

Small businesses gaining traction


$695

Up to 3 accounts 100–300 transactions/mo


  • Everything in Starter, plus:

  • Accounts payable & receivable tracking

  • Monthly close on accrual basis

  • P&L, Balance Sheet & Cash Flow report

  • Quarterly review call with your bookkeeper

  • Payroll journal entries from your provider

  • Quarterly AI Profit Check-Up

Established Plan

Scaling businesses & multi-account


$1,450

Up to 5 accounts 300–700 transactions/mo


  • Everything in Growing, plus:

  • Full AP/AR workflow & bill pay support

  • Sales tax tracking & 1099 processing

  • Monthly KPI dashboard & variance notes

  • Direct line to me & priority response

  • Class or location tracking for reporting

  • Monthly Growth Insights Report

Extras

AI Profit Check-Up

$397 one-time

Growth Insights add-on

+$150/month (Starter or Growing plans; included in Established)

Catch-Up & Cleanup

Quoted per project

Find Your Plan

Contact me today so I can help you select the perfect package for your business.