Our services
From consulting and strategy development to implementation and support, our comprehensive services can help your business thrive.
What’s Included in Monthly Bookkeeping?
Comprehensive Record-Keeping: I handle the categorization of revenue and expenses, account reconciliations, and financial statement analysis. While I take care of maintaining accurate financial records, I do not process payments or follow up with your customers for payments.
Clear, Customized Financial Reports: Each month, you’ll receive easy-to-understand financial reports tailored to your business. These sleek, straightforward reports help you stay on top of your business finances and make informed decisions for the future.
Ongoing Support & Collaboration: I’m here to answer any bookkeeping-related questions throughout the month. Additionally, I’ll coordinate with your tax preparer as needed, ensuring a seamless bookkeeping strategy. This proactive approach not only streamlines tax season but could also help reduce your tax preparation costs!
Let me know if you’d like any further refinements! 😊
What's included in monthly bookkeeping?
Monthly record-keeping including categorization of revenue and expenses, reconciliations, and financial statement analysis. I am your record-keeping function - I don't pay your bills or ask your customers for payments.
Easy-to-understand financial reports that are customized to your business and delivered to your inbox each month. These sleek, simple reports allow you to stay current on what’s happening with your business finances and plan for the future.
Unlimited support throughout the month. I am available for any questions that may come up. In addition to being in contact with you, I will be in contact with your tax preparer, as needed, to implement the best bookkeeping strategy and make their life a whole lot easier come tax time (which can make your tax preparer bill smaller)!
What sets you apart from other bookkeepers?
What if my books are a mess (or non-existent)?
I offer catch-up services in addition to monthly bookkeeping services.
Catch-up services are billed at a lower rate (typically a 50% discount per month) and are used to get your books up to date. You may qualify for catch-up services if your books have not been completed for a few months or even a few years.
If you think you may qualify for catch-up services, simply select that option in the quote form so we can discuss during our discovery call.
Is there a time commitment?
No, there is no time commitment. You have the option to cancel your monthly bookkeeping at any time.
What about bookkeeping software?
Xero is my favorite accounting software (and I know you’ll love it, too!). I include a free subscription to Xero as long as you work with me. And if we ever decide to go our separate ways, I'll transfer ownership of it all to you.
If you are already set up in another software, we can discuss if switching to Xero makes sense for your business.
Don’t worry if you don’t have an accounting software yet. Sometimes it’s easier to start fresh. I will get you set up in Xero as part of your onboarding.
Do you offer tax services?
No, I do not offer tax services. But I strongly encourage you to hire a tax preparer and can refer you to some of my favorites.
What about the cost?
Monthly bookkeeping service pricing tiers can be found below. Prices vary based on your complexities and needs. I love to get clients set up with efficient systems and processes to keep the price as low as possible.
If you need catch-up services, there will be a one-time catch up fee, typically billed at a discounted rate per month. For example, if you need January - June books caught up and your monthly bookkeeping price is $350/month, the catch up fee would typically be $1,050 ($350 x 6 months x 50% discount). Then, we start with July monthly bookkeeping at $350 per month. Prices are subject to increase based on your specific bookkeeping needs.
You are billed on a monthly auto-pay subscription at the first of each month.
Timeless Space Creation
Monthly Bookkeeping Services
Pricing varies depending on the sales platforms used, the structure of the business, and other complexities.
Solopreneur
$200 - $300
Per Month
Up to 3 bank/credit card accounts
Single-Member LLC
Accepting payment from clients via Stripe
Perfect for solopreneurs, freelancers, and 1099 contractors
Service-Based Business
$300 - $500
Per Month
W-2 employees (including owner if taxed as an S-Corp)
S-Corp, Partnership, Multi-Member LLC, or Single-Member LLC
Accepting payment via invoices & checks, or a sales platform that does not integrate with Stripe
Business loans or other complex items
Perfect for growing and established service-based businesses
Product-Based Business
$400 - $700
Per Month
Selling physical goods on Shopify, Etsy, Faire, Square, or other sales platforms
S-Corp, Partnership, Multi-Member LLC, or Single-Member LLC
Perfect for online retailers, brick and mortar boutiques, and other product-based businesses
Complete Architecture Services
Get a quote
Tell me about your business and goals
Fill out this form to inquire about my bookkeeping services. I will reach out via email shortly.
Name
Phone Number
How did you hear about me?
Business Name
Website or Social Media Handle
Are you based in the US?Select One Yes No
Are you the only owner?Select One Yes No
Tell me about your business. What do you do? Is this your full-time job or a side venture? How long have you been in business?
What makes now the right time to get help with your bookkeeping?
Describe what you're looking for in a bookkeeper, if you know.
How are you currently keeping track of your books?Select One Quickbooks Online Quickbooks Desktop Xero Spreadsheet Pen and paper I'm not Something else
Are you currently working with a tax preparer?Select One Yes No
Do you sell any physical products?Select One Yes No
If we decide that working together is a good fit, when will you be ready to start?
Which services are you in the market for?Select One Monthly Bookkeeping Services Catch-Up Bookkeeping Services Both Monthly and Catch-Up Services
Do you have anything else to ask or tell me?
Check this box to acknowledge that pricing varies based on your business. If your current books need to be cleaned up or caught up, there may be an additional set-up fee.
Check this box to acknowledge that I do not provide income tax services.
Send me a quote
Not ready to outsource?
Join the Clear Profits Program
A DIY bookkeeping course + digital product bundle for the business owner who isn't ready to hire a bookkeeper... yet.
Budget Template
Get the Small Biz Budget Template
This powerful little spreadsheet allows you to set a budget for your business. It's the perfect pairing to the Profit Tracker.
Free Checklist
Download the DIY Bookkeeping Checklist
This free guide includes monthly bookkeeping + year-end review checklists. Created for non-complex small businesses DIYing their books in a spreadsheet.
Business Mileage
How to Read a Profit & Loss Report
Sales Tax for Online Businesses
Email Organization for Small Business Owners
Meet the bookkeeper
Hi, I'm Emily
I am a Certified Public Accountant (CPA) with a passion for systems and organization. I help entrepreneurs gain control of their business financials through monthly bookkeeping services.
When we work together, you will receive bookkeeping reports in your inbox each month. You will know what is happening in your business and feel empowered to make strategic, needle-moving decisions.
Enjoy some peace of mind by placing your bookkeeping in capable hands. It’s time to let go of bookkeeping and live your best life.
Doing your own books?
Join the Clear Profits Program
A DIY bookkeeping course + digital product bundle for the business owner who isn't ready to hire a bookkeeper... yet.
Free tracker
Download the Transaction Tracker
Download this free Google Sheets template to record business transactions and keep your data organized until you're ready to hire a bookkeeper.
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