Monthly Bookkeeping & Reconciliation
Your core service > ongoing monthly reconciliation of all accounts so your books are always accurate, current, and ready when you need them. Includes monthly financial reports so you can keep a clear eye on business performance. No more scrambling at tax time.
Starting at $200/month — priced by transaction volume
Book Cleanup / Catchup (Add On)
Behind on your books? I'll untangle the backlog; reconciling past transactions, correcting miscategorizations, and getting your records current. We'll finish with a clean slate and books you can trust.
One-time fee based on complexity and months of history
Accounts Receivable Management (Add On)
Stay on top of what you're owed. I'll track outstanding invoices, monitor aging balances, and follow up on overdue accounts so your cash flow doesn't get stuck waiting on payments.
Starting at $75/month
Accounts Payable Management (Add On)
Know exactly what you owe and when. I'll manage your vendor bills and payment schedules so nothing slips through the cracks.
Starting at $75/month
Accounting Software Setup (Add On)
New to Xero or QuickBooks Online? I'll configure your accounting platform correctly from day one: chart of accounts, bank feeds, settings, and all.
One-time setup fee: $150–$300 depending on complexity
Idaho Sales Tax Setup & Reconciliation (Add On)
I'll configure sales tax settings in your accounting software, categorize sales tax transactions accurately, and reconcile your sales tax liability account each month. Note: tax return filing and remittance to the state remain your responsibility or your CPA's.
By Quote
Year-End CPA Handoff (Add-On)
I'll prepare a clean, organized year-end package for your tax professional so your CPA spends less time cleaning up and more time on your return.
$150 - $300 per year
A note on taxes: I focus exclusively on bookkeeping and don't prepare tax returns. This means I have no conflict of interest in keeping your books clean for whoever already does your taxes.