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Services to support your business

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Monthly Bookkeeping

With our monthly bookkeeping service, your books are always up to date. This is perfect for you if you no longer have the time or desire to do your own bookkeeping but also understand the importance of having accurate numbers all year long. Seeing our numbers clearly each month helps us to make strategic decisions for our business that lead to growth.

SERVICE INCLUDES

Monthly up to date bookkeeping

Account reconciliations

Financial reports

Optional strategy calls

Email support

Starting at $300 per month

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Bookkeeping Intensives

Our 1:1 sessions are for you if you're not quite ready for ongoing services yet but still want help with QuickBooks. We can talk invoicing, workflows, enter expenses together, optimize your QuickBooks account & more. For a full QuickBooks Setup & Training, 2 - 3 sessions are usually needed.

What's included:

  • 60 Minute Zoom Session

  • Two weeks of email support

  • Recording of session

 

$200 per Session

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Bookkeeping Cleanup

This is for you if you haven't done any of your bookkeeping for the year, or maybe started working on it and didn't finish. We can come in and get you all caught up. Once your file is up to date you will receive year to date financial reports and an optional 1:1 meeting to review your numbers together.

Pricing varies, quote will be received after a review of your account

"Shauna is an amazing bookkeeper! I was nervous about hiring someone to help me because I was worried about the mess I made trying to manage it myself, but she made me feel truly comfortable, and having everything organized each month has been a huge help."

Kiley R. 

Professional Organizer

How it works

01. SUBMIT APPLICATION

Fill out the application on our contact page and we will reach out to you with a link to schedule a call

02. DISCOVERY CALL

We will meet through Zoom or chat over the phone to discuss your business needs and see if we would be a good fit for your business

03. PROPOSAL & ONBOARDING

If you decide to become a client, you will be sent a proposal to sign. As soon as the proposal is signed, onboarding can begin!

The days of managing your finances alone are over.

Let's get your books organized and up to date so you can make meaningful decisions for your business and feel confident going into tax season with your documents ready to go.

 

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