Running a business is enough work. 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. That's the point of Levity: serious books, a lighter load.
Monthly bookkeeping keeps your finances current all year, so you always know where your business stands and never face a January scramble. When your transactions are categorized and your accounts reconciled every month, you can see what's actually 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. Where they differ is how much insight you get into what the numbers are telling you. Start where you are, and move up when you want more.
Best for freelancers and solo owners with simple books.
Best for growing businesses with multiple accounts.
Best for established businesses with more moving parts.
Quarterly bookkeeping is available at 75% of the monthly rate. Clean, tax-ready books without the monthly cadence.
Most engagements start with one of these. They bring your file to a clean baseline so monthly bookkeeping has something dependable to build on. Think of them as the on-ramp, not the destination.
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 →That's what the discovery call is for. It's a chance to talk through where your business is and what would help, with no pressure, no commitment. No long-term contract. Cancel anytime. From there I'll put together a proposal scoped to exactly what you need.