Bookkeeping Services That Make Sense

From keeping up with monthly transactions to cleaning up a backlog, I offer straightforward services designed for Orlando small businesses.

Organized bookkeeping workspace

Monthly Bookkeeping

Stay current with your finances every month. I'll handle the day-to-day tracking so you always know exactly where your business stands financially.

What You Get:

  • Transaction categorization and recording
  • Bank and credit card reconciliation
  • Monthly profit & loss statement
  • Balance sheet preparation
  • Accounts payable/receivable tracking
  • Ongoing email support
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Cleanup & Catch-up

Life gets busy and sometimes the books fall behind. No judgment here — I'll sort through everything and get your records accurate and current.

Great For:

  • Months or years of backlogged transactions
  • Switching from another bookkeeper or system
  • Getting ready for tax season
  • Preparing financial records for a loan
  • Fixing errors from DIY bookkeeping

Turnaround: Most cleanup projects wrap up within 1-2 weeks depending on how much needs to be done.

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Before and after desk organization
Business consultation meeting

Setup & Training

Want to handle your own bookkeeping? I'll get you set up with QuickBooks Online the right way and teach you how to keep things running smoothly.

I Can Help With:

  • QuickBooks Online account setup
  • Chart of accounts customization
  • Connecting bank and credit card feeds
  • Training on daily bookkeeping tasks
  • Understanding your financial reports
  • Ongoing questions as you learn

Flexible: Available as a one-time setup or ongoing coaching sessions.

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Clear, Honest Pricing

Pick a plan that matches your business. No long-term contracts, no surprise fees.

Simple Start

From $200

For freelancers and solo entrepreneurs getting organized

  • Up to 30 monthly transactions
  • Bank account reconciliation
  • Basic profit & loss report
  • Email support
Get Started

Essentials

$300 - $350/month

For small businesses ready for consistent bookkeeping

  • Everything in Simple Start
  • Up to 75 monthly transactions
  • Bank & credit card reconciliation
  • Monthly financial statements
  • Email & phone support
Get Started
Most Popular

Professional

$350 - $450/month

For growing businesses with more financial activity

  • Everything in Essentials
  • Up to 175 monthly transactions
  • Full reconciliation services
  • AP/AR tracking
  • Quarterly performance summary
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Premium

$450 - $750/month

Comprehensive support for established businesses

  • Everything in Professional
  • Up to 350 monthly transactions
  • Custom reports and analysis
  • Cash flow insights
  • CPA-ready books for tax time
Get Started

Not ready for monthly bookkeeping? Quarterly bookkeeping is available at 75% of the monthly rate.

Higher volume or custom needs? Let's chat about a custom solution

Let's Figure Out What You Need

Not sure which service fits your situation? Let's talk through it — no pressure, just an honest conversation about your options.

Schedule Your Free Consultation