Supportive, Judgment-Free Bookkeeping for Small Businesses
Your business deserves clear, accurate financials — and a partner who helps you understand them.
I offer flexible bookkeeping services you can choose individually or combine through a package designed to fit your needs.
Services Offered
Bookkeeping Cleanup & Catch-Up
Monthly Bookkeeping & Financial Maintenance
QuickBooks Training & Support
Financial Review & Insight Sessions
Tax-Ready Preparation
How We Typically Work Together
While services are available individually, most clients choose a package for more consistent support, deeper insight, and a clear path forward — providing structure, accountability, and ongoing clarity as your business grows.
Packages
Ledger Diagnostic
Review
Starting at $250
A clear, supportive starting point for your finances
A Diagnostic Review is a detailed assessment of your current bookkeeping and financial records. Its purpose is to evaluate the accuracy, organization, and overall health of your books—so you have a clear understanding of where things stand and what may need improvement.
During this review, we examine key areas such as:
- Transaction categorization
- Bank and credit card reconciliations
- Data consistency and account balances
- The structure of your accounting system
We identify errors, gaps, inefficiencies, and areas that need attention, while also highlighting what’s already working well.
You’ll walk away with:
- A clear, actionable summary of your financial position
- Insight into what needs to be corrected or improved
- Recommended next steps to bring your books to a clean, accurate, and reliable state
This review creates a solid financial foundation before moving into ongoing bookkeeping or deeper financial planning.
TrueLedger
Essentials Package
Starting at $400
Clean, accurate books—so you can stay compliant and on track
Tracking and recording financial transactions for your business, ensuring your financial information stays accurate and up to date.
This option is best for business owners who want reliable, consistent bookkeeping to stay compliant and organized. It’s well-suited for smaller businesses or those working within a tighter budget.
Service Scope — The essentials you need to stay compliant
- Reconciliation of bank and credit card statements (up to 100 transactions per month)
- Receipts and payments reconciliation (up to 100 invoices per month)
- Maintenance of data feeds into your accounting software
- Preparation of monthly and annual financial reports
- Quarterly review meetings
- Ongoing troubleshooting and support
Ideal for: Small business owners who want consistent, accurate bookkeeping and peace of mind.
TrueLedger
Pro Package
Starting at $500
Ongoing support that saves you time—and gives you deeper insight
This is the most popular option. It’s designed for busy business owners who want to save time, simplify financial processes, and gain more visibility into their numbers.
We go beyond the essentials by adding better systems and more regular review—so you’re not just staying compliant, you’re gaining clarity and confidence.
Service Scope — Everything in Essentials, plus added efficiency and insight
- Reconciliation of bank and credit card statements (up to 100 transactions per month)
- Receipts and payments reconciliation (up to 100 invoices per month)
- Paperless payables — importing invoices and receipts from suppliers
- Maintenance of data feeds into your accounting software
- Preparation of monthly and annual financial reports
- Monthly review meetings
- Paperless expense and receipt processing system
- Ongoing troubleshooting and support
Ideal for: Business owners who want to save time, streamline operations, and stay closely connected to their numbers.
TrueLedger
Elite
Starting at $600
High-touch support with a true financial partner by your side
This package is designed for business owners who want a more hands-on, proactive approach to bookkeeping and financial management.
We go beyond day-to-day bookkeeping to provide ongoing guidance, deeper insight, and consistent communication—so you always feel informed, supported, and in control.
Service Scope — Everything in Pro, with elevated support and insight
- Reconciliation of bank and credit card statements (up to 100 transactions per month)
- Receipts and payments reconciliation (up to 100 invoices per month)
- Paperless payables — importing invoices and receipts from suppliers
- Maintenance of data feeds into your accounting software
- Preparation of monthly and annual financial reports
- Monthly review meetings with deeper financial discussion
- Paperless expense and receipt processing system
- Priority troubleshooting and support
- Ongoing financial guidance and insight
- QuickBooks optimization and personalized support
Ideal for: Business owners who want a proactive partner and high-level, ongoing financial support.
Compare Packages
Essentials | Pro (Most Popular) | Elite (Full Support) | |
Starting Price | $400 | $500 | $600 |
Core Bookkeeping | Yes | Yes | Yes |
Monthly Financial Reports | Yes | Yes | Yes |
Review Meetings | Quarterly | Monthly | Monthly (In-Depth) |
Paperless Systems | No | Yes | Yes |
Support Level | Standard | Ongoing | Priority |
Financial Insight | No | Yes | Yes |
Quickbooks Support | No | No | Yes |
Best Fit | Stay Organized & Compliant | Save Time & Gain Insight | Full Support & Partnership |
How Services Are Delivered
Timeframe
Services are performed on a weekly basis throughout the month to keep your books current, accurate, and up to date.
Tools & Access
All packages include access to your secure client portal through Double.App.
Pro and Elite packages also include Hubdoc for paperless receipt and document management.
Not Sure Which Option Is Right for You?
You don’t need to have it all figured out. We’ll start with where you are and build a plan that fits your business.
Let’s bring clarity to your books—together.
