Feeling Overwhelmed by Your Books?
Let a Bookkeeper Bring You Clarity, Confidence & Peace of Mind
Running a small business is no small task — and when you're juggling everything, it's easy for bookkeeping to fall behind. But what if you didn’t have to do it all alone?
What a Bookkeeper Can Do for You:
Keep You Organized
No more shoeboxes of receipts or guessing where the money went. We can set up simple systems that make sense for you — and keep them running smoothly.
Save You Time
Focus on growing your business while I handle the details. Monthly reports, reconciliations, and clean records — all done without the stress.
Help You Understand Your Numbers
Get clear, easy-to-read reports so you can make smart decisions. Know where your money is going, what’s profitable, and how to plan ahead.
Make Tax Time a Breeze
No more scrambling in April. With clean, accurate books, your accountant will thank you — and you’ll likely save money too.
Be Your Trusted Financial Sidekick
I’m local, dependable, and committed to helping small-town businesses thrive. Whether you’re just starting out or scaling up, I’ve got your back.
🌞 Let the Sunshine In — On Your Finances!
Monthly Bookkeeping Services
What does monthly bookkeeping include?
- QBO subscription (price may vary depending on individual needs)
- accurate transaction categorization
- account reconciliations (including bank & credit cards, but also inclusive of any payables/loans, payroll expenses, etc.)
- fixed asset management
- review of account activity for accuracy & consistency
- upon account activity review, clarify potential questions your tax accountant may ask (getting ahead of the craze of tax time!)
- sales tax filings, if required
- monthly financial statements
- support at any time (a promised response within 48 hours)
- I can also correspond with your tax accountant/CPA as needed
First Light
4+ bank/credit card accounts
200 transactions a month
Starting at $300 / month
Solar Glow
6+ bank/credit card accounts
300 transactions a month
Starting at $450 / month
Radiant Books
8+ bank/credit card accounts
400 transactions a month
Starting at $600 / month
Full Spectrum
10 bank/credit card accounts
500 transactions a month
Starting at $750 / month
* rates subject to change upon individual needs
Book Cleanup
Have you fallen behind on keeping your books current? Is it a dreaded task for you come year-end? Cleanup projects are a bit more individualized, so let's get on a call and talk about your cleanup needs!
Additional Services
Yearly 1099 Filings
- includes reaching out to vendors for W-9s and filing & delivering 1099s
$40 per 1099
Quarterly Payroll Tax Filings
- includes forms 940, 941, UCT-101 and WT-7 filings
$300 per quarter