Your books shouldn't be another thing on your plate. Every engagement is shaped around where you are right now, whether that's a one-time cleanup, a fresh QuickBooks Online setup, or steady monthly support that keeps everything tied out all year long. I'm based in Wisconsin and work with small businesses across the Fox Cities, Green Bay, and nationwide, all remotely. Serious books, a lighter load.
Monthly bookkeeping keeps your finances current all year, so you know where your business stands and avoid a January scramble. When your transactions are categorized and your accounts reconciled every month, you can see what's happening: what you're spending, what you're making, and where the money's going. Every package keeps your QuickBooks Online file clean and reconciled. The price depends on how much is going on in your books. When you want help reading the numbers, add advisory.
Quarterly bookkeeping works too, at 75% of the monthly rate. Your books still get reconciled and stay ready for tax time, just on a slower schedule.
Chris helped us develop a smooth, efficient process for closing our financials each month, and she provides clear, easy-to-understand financial reports that have been incredibly helpful for our board… Having her support has given us greater confidence in our financial processes and reporting.
Add either of these to any bookkeeping package. The add-on price depends on which package you're on. For example, Simple at $350 plus Clarity comes to $500 a month.
Owners who want to understand their numbers without adding another meeting.
Owners who want a budget and someone to review it with each month.
If your books are behind, or you're not on QuickBooks Online yet, this is the first step. Either one gets your file to a clean baseline so monthly bookkeeping has something dependable to build on.
Behind on the books, or working from a file someone else left in disarray? I bring it current and correct, with a scoped flat-fee quote up front, so your monthly work starts on a foundation you can trust.
See cleanup details →New to QuickBooks Online, or unsure your setup is right? I build the chart of accounts for your industry, connect your bank feeds, and structure the file for clean reporting from day one, ready for monthly bookkeeping to take over.
See setup details →Request a quote and I'll tell you which one fits, along with a number for your books. A few questions, a reply within one business day. No long-term contract. Cancel anytime. If you'd rather talk it through, book a call instead.