Financial Reports & Monthly Summaries
Financial Reports & Monthly Summaries turn all the activity in your books into clear, simple stories about how your business is really doing. Instead of spreadsheets that make your eyes glaze over, I give you organized, easy-to-read reports you can actually use.
Each month, you receive key statements like a Profit & Loss, Balance Sheet, and often a basic cash-flow view, depending on your package. I highlight what changed from the prior period, where money is coming from, where it is going, and any trends I notice-like rising costs or a boost in certain services.
You can use these summaries to plan for taxes, decide when to hire, check if pricing needs adjusting, or see if a new offer is truly profitable. My goal is simple: you always know, in plain English, whether your business is on track, and what your numbers are trying to tell you.
Each month, you receive key statements like a Profit & Loss, Balance Sheet, and often a basic cash-flow view, depending on your package. I highlight what changed from the prior period, where money is coming from, where it is going, and any trends I notice-like rising costs or a boost in certain services.
You can use these summaries to plan for taxes, decide when to hire, check if pricing needs adjusting, or see if a new offer is truly profitable. My goal is simple: you always know, in plain English, whether your business is on track, and what your numbers are trying to tell you.
Pricing
Monthly Bookkeeping Packages
Starter
$325.00
I handle two accounts and 100 transactions, delivering monthly reconciliations, categorized expenses, and clear Profit & Loss reports to keep your solopreneur business tax-ready.
Growing
$695.00
I manage three accounts, payroll entries, and AP/AR tracking. You receive full monthly financial statements and quarterly review calls to confidently scale your small business.
Established
$1,450.00
I oversee five accounts, sales tax, 1099s, and AP/AR workflows. Get custom KPI dashboards and priority support from your dedicated, remote small-business financial partner.
Ready To Talk?
Share a few details about your business, and I will follow up with a friendly, judgment-free reply to answer questions and explore whether my bookkeeping support fits.