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.

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
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.


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.
Clear, Honest Pricing
Pick a plan that matches your business. No long-term contracts, no surprise fees.
Simple Start
For freelancers and solo entrepreneurs getting organized
- Up to 30 monthly transactions
- Bank account reconciliation
- Basic profit & loss report
- Email support
Essentials
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
Professional
For growing businesses with more financial activity
- Everything in Essentials
- Up to 175 monthly transactions
- Full reconciliation services
- AP/AR tracking
- Quarterly performance summary
Premium
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
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