Bookkeeping
Services
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Simple Start Package
Best for: Freelancers, solo entrepreneurs, and very small businesses.
Includes:
QuickBooks Simple Start subscription included (covered by my firm)
Track income and expenses
Create and send invoices
Capture and store receipts
Basic monthly financial reports
💡 This package is great if you’re just starting out and want the basics to stay organized for tax season without extra tools you don’t need.
💲 Total monthly cost: $200–$400
“Exact pricing is based on volume and complexity. Let’s chat to create a custom plan for your business.”
Essentials Package
Best for: Service businesses or small teams with more day-to-day activity.
Includes:
QuickBooks Essentials subscription included (covered by my firm)
Everything in Simple Start
Manage and pay bills
Track time for employees or contractors
Add up to 3 users
💡 This package is a good fit if you have regular vendors, a couple of employees, or need to manage cash flow more closely.
💲 Total monthly cost: $400–$700
“Exact pricing is based on volume and complexity. Let’s chat to create a custom plan for your business.”
Plus Package
Best for: Growing businesses that need inventory or project tracking.
Includes:
QuickBooks Plus subscription included (covered by my firm)
Everything in Essentials
Track inventory
Track job and project costs
Create budgets
Add up to 5 users
💡 This package works best if you sell products, manage multiple projects, or want to see how profitable each job or department is.
💲 Total monthly cost: $700–$1,200
“Exact pricing is based on volume and complexity. Let’s chat to create a custom plan for your business.”
Advanced Package
Best for: Established companies with larger teams or more complex needs.
Includes:
QuickBooks Advanced subscription included (covered by my firm)
Everything in Plus
Add up to 25 users
Custom roles and permissions
Advanced reporting and dashboards
Workflow automation
Priority support
💡 This package is ideal if your business is growing fast, you have a bigger team, or you want advanced tools to help run your company more smoothly.
💲 Total monthly cost: $1,200–$2,500+
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.
Not Sure What You Need?
No problem. Schedule a free consultation and we’ll walk through your business together. I’ll help you understand what services make the most sense and provide a custom quote with no pressure.
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!