Straight answers on what bookkeeping covers, what it costs, and how working together starts. No jargon.
Monthly bookkeeping usually runs from around $350 to $800, depending on your transaction volume and complexity. Books with more moving parts can run higher. Advisory is an optional add-on: Clarity adds $150 to $200 a month, and Insight adds $450 to $600 a month plus a one-time setup. I'll give you an exact quote after I review your books. Catch-up and cleanup is quoted separately based on scope. You can request a quote if you want a number for your own books. I price by flat fee wherever possible, so you always know what to expect, with no surprise hourly bills.
They do different jobs, and most businesses benefit from both. I handle the ongoing work: recording transactions, reconciling accounts, and producing accurate monthly financials. Your CPA uses those clean books to file your taxes and advise on tax strategy. Good bookkeeping makes your CPA's job faster and easier, which often means lower fees at tax time.
Usually, yes. Most CPAs focus on tax filing and advisory, not day-to-day bookkeeping. When the year-end books arrive clean and reconciled, your CPA can do their work efficiently instead of cleaning up first. I work alongside your CPA, not in place of them.
Each month I categorize your transactions and reconcile every account, then send you a clear set of reports: profit and loss, balance sheet, and a cash flow summary. You end up with books that are organized and ready the moment you need them, whether that's for a loan, a tax deadline, or knowing where your business stands.
Yes. The monthly work happens remotely in QuickBooks Online. I'm based in Little Chute and can meet in person with businesses around the Fox Valley. I also work with clients across Green Bay and the rest of the country.
A ProAdvisor is a bookkeeper or accountant certified by Intuit in QuickBooks Online. I'm a certified ProAdvisor and I'm also Payroll certified, which together cover complex setup, troubleshooting, and reporting. In practice it means I know the software well and can get your file structured correctly from the start.
Yes, and there's no judgment here. Whether you're a few months behind or you inherited someone else's mess, I'll bring your books current, correct miscategorizations, and get you back on solid footing. Catch-up and cleanup is scoped and quoted separately from ongoing work.
It's straightforward. It starts with a discovery call to understand your setup, I review your current QuickBooks Online file, and I map out a clean transition so nothing falls through the cracks. You won't have to manage the handoff yourself.
I'm based in Wisconsin and work with small businesses across the Fox Cities and Green Bay, as well as clients throughout the United States. All work is done remotely through QuickBooks Online, with optional in-person meetings for businesses local to the Fox Valley.
Request a quote and I'll reply within one business day to set up a short call. If you'd rather talk first, call or text me at (920) 768-6373 or schedule a 15-minute discovery call. From there I'll put together a proposal scoped to what you need.
I work primarily in QuickBooks Online. I take a limited number of Xero clients. Ask me when you reach out.
Bookkeeping tends to feel heavy, especially around tax season. The name is the point. Levity means the books get done every month, accurately, so they stop weighing on you. Serious books, lighter load.
If you didn't find what you were looking for, request a quote and I'll reply within one business day to set up a short call. Or call or text me at (920) 768-6373 and I'll answer anything about pricing or what getting started looks like.