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.
💼 When Is It Time to Hire a Bookkeeper?
(Spoiler: Before You’re Buried in Receipts)
Let’s not sugarcoat it—if your receipts live in a shoebox, your business deserves better.
Running a business is hard enough without trying to “eyeball” your finances or untangle last month’s mess every April.
Here are 3 dead giveaways that it’s time to call in a bookkeeper (like me, hi 👋):
You’re making money, but can’t say how much.
If your answer to “How’s business?” is “Busy, I think,” it’s time.
You dread tax season like it’s a horror movie.
You shouldn’t be losing sleep because the IRS gives you the ick.
You’re wearing too many hats (and dropping them all).
If bookkeeping is stealing time from your actual mission, outsource it and breathe.
Bookkeeping doesn’t have to be scary or expensive.
I offer simple, custom-fit packages for nonprofits, solopreneurs, and growing businesses. If you’re ready to get your books balanced without losing your mind, let’s chat.
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