CLEAR BOOKS • CONFIDENT DECISIONS • LESS STRESS
CLEAR BOOKS • CONFIDENT DECISIONS • LESS STRESS
ONE-TIME BOOKKEEPING SERVICES
Professional bookkeeping support, without the monthly commitment.
Not every business needs ongoing bookkeeping. Sometimes you just need help getting organized, solving a problem, or making sure you're headed in the right direction.
One-time services give you access to professional bookkeeping support when you need it, whether you're starting fresh, catching up, or managing your own books and need a second set of eyes.
01
Set up your bookkeeping correctly, clean up what's fallen behind, and create a solid financial foundation.
QuickBooks Setup - Cleanup / Catch-Up
02
Get professional guidance, troubleshoot bookkeeping questions, and understand what's happening in your books.
Bookkeeping Review - DIY Support
03
Keep your year-to-date financial information organized so quarterly deadlines don't sneak up on you.
Quarterly Estimate Support
GET ORGANIZED
Start With a Strong Foundation
Whether your QuickBooks account is brand new or your books have gotten away from you, we'll get everything organized so you can move forward with accurate, usable financial records.
PRICING
Custom quote
02
Cleanup & Catch-up Bookkeeping
Behind on your bookkeeping or unsure whether your accounts are accurate? We'll work through past transactions, reconcile accounts, and bring your records up to date.
Categorize past transactions
Reconcile bank and credit accounts
Correct bookkeeping issues
Organize financial records
Prepare clean starting balances
Get reporting back on track
$75 / hour
01
professional review
Bookkeeping Review & Support Session
Not sure whether your books are being handled correctly? We'll review your current bookkeeping, discuss anything that stands out, and work through the questions you've been carrying.
Review current bookkeeping
Identify potential issues
Answer bookkeeping questions
Recommend practical next steps
GET ANSWERS
Sometimes You Don't Need Someone to Take Over. You Just Need Help.
These sessions are designed for business owners who manage some or all of their own bookkeeping but want professional guidance, answers, or reassurance that they're handling things correctly.
No pressure to become a monthly client. The goal is simply to give you practical answers and a clear next step.
$75 / hour
02
HANDS-ON GUIDANCE
DIY Bookkeeping Support Session
Prefer to manage your own books but occasionally get stuck? Bring your QuickBooks questions, confusing transactions, or reporting concerns and we'll work through them together.
QuickBooks questions
Transaction categorization help
Reporting guidance
Support for specific bookkeeping situations
SERVICE PRICE
$150 / quarter
Important distinction:
This service helps organize and review your bookkeeping information. Tax preparation, filing, and individualized tax advice are not included.
Clients should consult their tax professional regarding estimated payments and their individual tax liability.
STAY PREPARED
Quarterly Estimate Support
Quarterly deadlines are easier to prepare for when your financial information is organized. This service gives you an updated look at your year-to-date business performance and the information you need to have a more informed conversation about estimated taxes.
Review year-to-date business profit
Quarterly deadline reminders
Organized numbers for tax planning
Summary of relevant financial information