Monthly Bookkeeping & ReconciliationÂ
Your core service for small nonprofits, churches, and professional service businesses. I handle ongoing monthly reconciliation of all accounts so your books are always accurate, current, and ready when you need them. Includes monthly profit and loss and balance sheet reports delivered by the 15th. No more scrambling at tax time or board meetings.
Starting at $200/month — priced by transaction volume
Book Cleanup / Catchup (Add On)
Behind on your books? I will untangle the backlog, reconcile past transactions, correct miscategorizations, and bring your records current. I finish with a clean slate and books you can trust for grant reports or client work.
One-time fee based on complexity and months of history
Accounts Receivable Management (Add On)Â
Stay on top of what you are owed. I track outstanding invoices, monitor aging balances, and follow up on overdue accounts so your cash flow stays healthy and you can focus on your mission or clients.
Starting at $75/month
Accounts Payable Management (Add On) Â
Know exactly what you owe and when. I manage vendor bills and payment schedules so nothing slips through the cracks.
Starting at $75/month
Accounting Software Setup (Add On)
New to Xero or QuickBooks Online or some other service (I have experience in most of them)? I will configure your accounting platform correctly from day one: chart of accounts, bank feeds, settings, and all.
One-time setup fee: $150–$300 depending on complexity
Sales Tax Setup & Reconciliation (Add On)Â
I will prepare a clean, organized year end package for your tax professional so your CPA spends less time cleaning up and more time on your return.
By Quote
Year-End CPA Handoff (Add-On) Â
I'll prepare a clean, organized year-end package for your tax professional so your CPA spends less time cleaning up and more time on your return.Â
$150 - $300 per year
A note on taxes: I focus exclusively on bookkeeping and do not prepare tax returns. This means I have no conflict of interest in keeping your books clean for whoever already does your taxes.