Bookkeeping Services

Welcome! If you're feeling overwhelmed by the paperwork, receipts, and spreadsheets that come with running a business, you've landed in the right place. I'm here to offer you more than just bookkeeping—I provide peace of mind. Think of me as your friendly, detail-oriented partner, dedicated to keeping your financial records clean, organized, and stress-free, so you can focus on what you love most: growing your business. Let's make managing your money simple, straightforward, and even a little bit enjoyable!

bookkeeping packages

Tier 1

Solopreneurs and new/very small entities
50 - 100 transactions monthly

$350 - $650

tier 2

Established small entities (SMBs, NPOs, churches)
101 - 250 transactions monthly

$651 - $1,200

Book a Consultation

tier 3

Medium entities with higher compliance needs
251 - 500 transactions monthly

$1,201 - $2,200

Core Services Included in All Packages

  • Monthly Data Processing: Categorization and recording of all financial activity

  • Bank/Credit Card Reconciliation: Reconciliation of up to 3 linked bank and credit card accounts

  • Monthly Financial Reporting: Delivery of core financial statements (P&L/Income Statement & Balance Sheet; Statement of Activities & Statement of Financial Position for NPOs/Churches)

  • Year-End Tax Prep Package: Preparation of all reports and documents needed by your CPA/Tax Preparer

  • Cloud Access & Basic Support: Secure cloud access to financials and reasonable email/phone support

Project-Based & One-Time Services

These services are billed outside the monthly fixed fee, often at a blended hourly rate equivalent.

  • Historical Cleanup/Catch-up

    Getting the books current for prior periods (e.g., to file taxes)

    Per Hour: $75 -$125/hour OR Flat Fee based on assessment

  • Initial Client Setup/Onboarding

    Establishing Chart of Accounts, software integration, and process documentation

    Flat Fee: $400 - $850

  • Annual 1099/1096 Preparation

    Preparation and e-filing of contractor forms

    Flat Fee: $175 base + $7/form (after first 10)

  • CPA/Audit Support: (Special Inquiry)

    Direct response to auditor or specialized financial investigation

    Per Hour: $100 - $150/hour

Specialized Add-On Services (Per Month)

These are priced based on volume and are added to your core package fee.

  • Accounts Payable (A/P)

    All clients (SMB, NPO, Church): Management of vendor bills, payment scheduling, and execution

    Additional Monthly Fee Range: $125 - $400

  • Accounts Receivable (A/R)

    For-Profit Businesses: Invoicing, collections tracking, and deposit management

    Additional Monthly Fee Range: $125 - $400

  • Designated Fund/Grant Tracking

    Nonprofits & Churches: Essential for tracking restricted funds, grants, and programs

    Additional Monthly Fee Range: $175 - $500

  • Sales Tax Compliance

    For-Profit Retail/Service Businesses: Preparation of necessary Georgia (GA) sales tax filings

    Additional Monthly Fee Range: $100 - $250

  • Payroll Integration & Review

    All clients (via 3rd Party): Review of external payroll reports and GL posting

    Additional Monthly Fee Range: $75 - $200

  • Functional Expense Reporting

    Nonprofits: Required for detailed Form 990 preparation

    Additional Monthly Fee Range: $150 - $300

  • Additional Account Reconciliations

    All clients: For more than the 3 accounts included in the core package

    Additional Monthly Fee Range: $50 - $100/account