Bookkeeping Services
🌱The Essentials
For solopreneurs and small businesses getting serious.
Includes:
Monthly transaction categorization
Reconciliations for up to 2 accounts
Financial statements delivered monthly
Email support
💲 Price: $300–$400/month
🧱 The Builder
For growing businesses that need better insights.
Includes everything in Essentials, plus:
Invoicing & bill tracking
Budget creation and tracking
Up to 3 bank/credit card accounts
Email + phone support
💲 Price: $450–$600/month.
💼 The Executive
For established businesses ready to delegate completely.
Includes everything in Builder, plus:
Cash flow management
Custom reporting
Coordination with CPA
Priority support
💲 Price: $700–$2,000/month
🌿 Community Roots - Nonprofit - Small-Medium
For new and small nonprofits needing solid foundations.
Includes:
Fund accounting setup
Categorized transactions by fund
Monthly statements + grant tracking
Board-ready reports
💲 Price: $350–$500/month
🌟 Mission Impact - Nonprofit - Medium - Large
For mission-driven orgs needing financial clarity and strategy.
Includes everything in Community Roots, plus:
Custom dashboards
Budget vs. actuals reporting
Annual audit prep
Monthly video review meetings
💲 Price: $600–$900/month
🧰 Add-Ons and Misc
Extra services to fit your needs.
Available as one-time or recurring:
Catch-up bookkeeping
QuickBooks setup or cleanup
1099 tracking
Payroll coordination
Fundraising financial reporting
Personalized Tax Planning Strategies
Mini-Case Study
One client came to us facing over $200,000 in tax debt. After applying the same strategies used by the ultra-wealthy, their tax liability was reduced to nothing.
What You Get
Personalized tax planning review
IRS compliant tax-savings review
Access to package that saves you an average of 87%
Ongoing guidance to keep you compliant and saving
Save an average of 87%!!!
We will create a plan specifically for you! You could save the average of 87% or more like in our mini-case study! It is all Legal and all IRS approved!
This is what happens when tax stretegy meets expertise.
If your books are messier than a toddler with a juice box, don’t panic — you’re not alone.
A lot of business owners fall behind on their bookkeeping. Whether it’s a few months or a few years (no judgment here), it doesn’t mean your business is broken. It just means your books are waiting on the right person to get them back in shape.
Here’s what’s included when you book a bookkeeping clean-up with me — and why it might be exactly what your business needs.
✅ What’s Included:
When you book a clean-up, I roll up my sleeves and get to work with:
✔ Up to 2 accounts
✔ Up to 250 transactions/month
✔ Transaction categorization
✔ Bank & credit card reconciliations
✔ A clean Profit & Loss and Balance Sheet
✔ Personalized recommendations to help you move forward
📦 All of this is typically finished within 5–10 business days.
💸 Pricing:
Let’s be real — clean-ups vary based on how far behind things are. Here’s where pricing starts:
3 months behind: $900
4–6 months behind: $1,500
7–12 months: $3,000+
2+ years? Custom quote only — and probably some prayer hands 🙏
🧮 Add-ons (if needed):
+$100 per additional account
+$100 per 250 extra transactions/month
🎯 Why It Matters:
Clean books aren’t just about taxes — they help you see your business clearly.
When your numbers are right, you can make smarter decisions, plan for growth, and sleep better at night.
And let’s be honest: your accountant will love you for it too.
🧨 Availability:
I only take 2 clean-up projects per month — because quality matters, and so does your peace of mind.
👉 Ready to Get Caught Up?
Let’s clean it up and keep it moving.
📞 (859) 374-0076
📧 karla@kjbkservices.com
🌐 www.kjbkservices.com
📱 @kjbkservices
"Your books aren’t broken. They’re just waiting for me."