Bookkeeping
Services
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Simple Start Package
Perfect for small businesses that need clean, reliable books.
Categorization of all incoming & outgoing transactions
Monthly reconciliation of bank and credit card accounts
Accurate financials for tax time (P&L + Schedule C support)
$100-300/month
Exact pricing is based on volume and complexity. Let’s chat to create a custom plan for your business.”
Essentials Package
Perfect for business owners who want deeper financial insight and ongoing support.
Categorization of all incoming & outgoing transactions
Monthly reconciliation of bank and credit card accounts
Management of key Financial Statements:
• Profit & Loss
• Balance Sheet
• Accounts Payable
• Accounts ReceivableMonthly business consultation tailored to your goals for growth, clarity, and optimization
$300–$600/month
“Exact pricing is based on volume and complexity. Let’s chat to create a custom plan for your business.”
Advanced Package
Ideal for businesses that want complete, hands-on financial management.
Categorization of all incoming & outgoing transactions
Monthly reconciliation of bank and credit card accounts
Full management of key Financial Statements:
• Profit & Loss
• Balance Sheet
• Accounts Payable
• Accounts ReceivableMonthly business consultation tailored to your goals for growth and optimization
Full-service A/P & A/R management:
Create and send your invoices, enter and manage your bills, track payments, and maintain accurate, up-to-date records
$600-1,200/month
“Exact pricing is based on volume and complexity. Let’s chat to create a custom plan for your business.”
Cleanup
If bookkeeping cleanup has been living at the bottom of your to-do list, your not alone.
Whether your books are a bit behind-or let’s be honest, a total mess-I’ve got you. From starting fresh to untangling months (or years) of confusion, I’ll turn the chaos into clean, clear, tax-ready numbers. No judgment, just solutions. I actually enjoy the challegne (seriously!).
Here’s how Cleanup works (don’t worry-it’s not as scary as it sounds):
✔ Starting Fresh or Sorting the Mess: If you don’t have a QuickBooks account yet, I’ll set one up for you. Already have an account that’s gotten out of hand? I’ll step in and bring it back to life.
✔ Every Transaction, Handled: Sales, expenses, transfers-you name it. I’ll make sure everything’s properly categorized and nothing slips through the cracks.
✔ Reconciling for Peace of Mind: Once your transactions are sorted, I’ll reconcile your accounts to make sure everything lines up just right.
✔ Tax-Ready and good to Go: When cleanup’s complete, you’ll get tidy, accurate reports ready to hand off to your CPA-or plug into Turbo Tax.
When we’re finished, you can choose to take it from there, or get a quote for ongoing bookkeeping service if you want us to keep things balanced and simple.
Pricing: Every project is unique, and our fees depend on the amount of work needed. A Full year cleanup starts at $3000
Prepaid Diagnostic
$200
Before starting ongoing bookkeeping services, we offer a diagnostic review to evaluate your current books, identify any cleanup needed, and provide a clear plan for moving forward.
Think of it like taking your car to the shop—before a mechanic can fix the issue, they need to pop the hood and run a diagnostic to see what’s really going on. The same applies to your books. This step helps us determine the best solution and avoid surprises later.
💡 Perfect for new clients who haven’t had regular bookkeeping or are unsure about the state of their records.
Cleanup pricing will be based on the results of the diagnostic and scope of work required.
Additional Service for Local Clients
Notary Public Services (Local Clients Only)
In addition to bookkeeping, I also offer Notary Public services for my local clients in Bakersfield, California.
Whether you need documents notarized for business, real estate, legal, or personal matters, I provide convenient, accurate, and professional service you can count on.
📍 Available by appointment for local clients
✨Bookkeeping Client Bonus:
As a thank-you for trusting me with your business, local bookkeeping clients receive complimentary notary services for up to 2 signings per visit.
Need more? Additional notarizations are available at my regular notary fee.
Get a Free Quote Today!
Ready to simplify your bookkeeping?
Share a few details about your business — like what kind of help you're looking for, the size of your business, or any bookkeeping struggles you're facing — and I’ll get back to you soon. I look forward to connecting with you!