Professional Small Business Bookkeeping Services
Most small business owners do not need a full-time CFO or a complex accrual accounting department. You need two things:
- To know exactly where your money is going
- To be fully prepared for tax season
I provide streamlined, tax-based bookkeeping designed to:
- Keep your accounts clean and accurate
- Ensure your expenses are properly categorized for maximum deductions
- Reduce your time, stress, and uncertainty
No call centers. No outsourcing.
Your books are reviewed directly by a CPA — not a data-entry clerk.
I believe I should earn your business every single month. That’s why I don't believe in long-term contracts or hidden setup fees.
My bookkeeping pricing is a simple flat monthly rate based on the actual complexity of your business—how many accounts you have, your transaction volume, and the journal entries required to keep you compliant.
What to Expect:
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Range: Most clients fall between $300 – $750 per month.
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The Average: My typical client pays $525/month for full-service support.
You get a dedicated partner and financial clarity, without the annual contract.
Small Business Bookkeeping Services Built for Taxes
I provide CPA-led monthly bookkeeping designed to keep your books clean, accurate, and tax-ready all year — not just at year-end.




What is the difference between bookkeeping and accounting?
Let's discuss your books!
Frequently asked questions
My books are a mess. Can you actually fix them or are you just going to judge them?
Yes, I fix them. I’ve seen everything — missing transactions, mixed personal and business expenses, incorrectly filed returns, messy QuickBooks files, and years of disorganization. This is not theory for me. I isolate the problems, rebuild clean records, and get you back to a stable, usable financial foundation.
I don’t understand my own financial statements. Should that be a red flag?
Yes. If you don’t understand your numbers, you don’t control your business. I break them down until you fully understand what they’re telling you. A business owner who can’t read their statements is making blind decisions.
Will I actually be able to reach you, or am I going to get passed off to an assistant?
You will deal with me directly. No gatekeepers. No call centers. No handoffs. I limit the number of clients I take specifically so communication stays clear and consistent.
I left my last CPA because I never knew what was going on. How transparent are you?
Completely. I explain what I’m doing, why I’m doing it, and what it means for you. If you don’t understand something, that’s a failure on my end — not yours.
Can you take over my bookkeeping, or do I still have to do all that?
Both options exist. I can fully manage it, clean it, review it, or help you set up a system you can maintain yourself.
I don’t want to waste time on complicated software. Are you going to force me into something?
No. The tool must match the user. Complicated systems are worthless if they don’t get used correctly. I focus on what actually works long-term.
Can you help me find where I’m wasting money every month?
Yes. Most businesses leak money in small, consistent ways. Once identified, it becomes easy to correct.
What if I’ve been doing things “wrong” for years? Am I in trouble?
Maybe. Or maybe not at all. Most of the time it’s fixable. The real risk is continuing to avoid it.
What type of clients do you work best with?
I work best with sole proprietors, solopreneurs, real estate investors, and small business owners who care about clarity and accuracy. I intentionally do not work with organizations over $25M in revenue or businesses managing more than 15 bank/credit accounts. I keep my client base focused so every client gets real attention, not outsourced attention.
Do I have to sign a long-term contract?
No. My bookkeeping services are month-to-month. You can cancel at any time with 30 days' notice.
My books are a mess. Can you fix them?
Yes. "Cleanup" is one of my specialties. During our initial consultation, I will review your current file and provide a one-time quote to bring everything up to date before we start a monthly plan.
I’m a barber / landscaper / beekeeper / tradesman / niche operator. Do you really understand my type of business?
Yes, because I understand systems — not just industries. Every business runs on the same fundamentals: income, expense, margin, labor, timing, and cash flow. The specifics change. The structure doesn’t.
My business isn’t “formal.” Cash, Venmo, side jobs, etc. Is that a problem?
It’s common. It’s not a deal-breaker. But it has to be cleaned up and structured correctly if you want real control and long-term stability.
