Perfect for small business owners who need accurate, reliable bookkeeping without the overwhelm.
This package includes:
Monthly reconciliation of up to 2 bank or credit card accounts
Income and expense categorization in QuickBooks Online
Quarterly financial reports (Profit & Loss and Balance Sheet)
A Loom video walkthrough of your reports each quarter
Email support for bookkeeping-related questions
Access to a secure client portal for document uploads and communication
Whether you're just getting started or you’ve been winging it too long — I’ll help you stay organized, up to date, and ready for tax time.