A 4-Week Intensive to Move from Financial Confusion to Total Control.

Best for: The business owner who wants to manage their own books but needs an expert to build a professional foundation and provide dedicated support during the transition.

Expert Setup & Clean-up: I handle the technical heavy lifting—linking bank feeds, custom-coding your Chart of Accounts, and reconciling historical data so you start with a clean slate.

4 Weeks of Collaborative Support: We manage your books in partnership. I review your entries weekly to ensure accuracy and provide real-time feedback so you develop professional habits from the start.

Direct Access: Unlimited email support for your "how-to" questions and two 30-minute virtual strategy sessions (by appointment) to walk through your specific file.

The Final Hand-Off: You’ll walk away with a custom "Business Cheat Sheet" and the confidence to manage your day-to-day bookkeeping with total accuracy.

$475/one-time fee

Custom Chart of Accounts: Categorize your transactions for easy-to-read reports

Reconcile your accounts 

Monthly Check-In: Monthly 1:1 session via Google Meet to go over reports and answer any questions.

Manage your Financial Statements: Profit & Loss, Balance Sheet, and Statement of Cash Flows

Monthly Reports: Delivered by the 15th of each month

Streamlined Communication: Secure communication and document sharing via email and secure cloud based software

$600/month

Pricing varies by how many accounts transactions and months behind are your books.

We will have a consultation to have a solid foundation on the state of your business financial health.

This will allow you to have peace of mind knowing that you are on track for tax time.