Bookkeeping Services
Financial Strategy
I have a network of professionals that can support your business and help you navigate the business side of things, while you focus on why you started the business in the first place.
Invoicing
Invoicing and receiving payments can be a headache for many small business owners. Getting paid for what you do shouldn’t be a job unto itself.
Account Reconciliation
Your accounts reflect the lifeblood of your business. Neglected, they can hide fraud, missing funds and expenditures that can derail your business’s success. All accounts, including payroll-related and loan accounts will be reconciled.
Financial Reports
The most important information you need for your business is hiding in your financials. I will review your 3 most important financial reports: the Cash Flow Statement, Balance Sheet & Profit & Loss and provide them to you, monthly.
Pricing
| Package | Description | Monthly Price | Best For |
|---|---|---|---|
| Basic | Essential transaction tracking, bank reconciliations, and monthly reports. Includes basic QuickBooks support. | $349 | Startups or solopreneurs needing affordable bookkeeping. |
| Standard | Full bookkeeping service with invoicing, bill pay, payroll, and virtual bookkeeping access. Plus, quarterly reviews. | $575 | Growing small businesses requiring comprehensive bookkeeping support. |
| Premium | Advanced small business bookkeeping with cash flow forecasting, custom QuickBooks integration, and training sessions. Ideal for multi-location firms in Waxhaw or beyond. | $749+ | Established enterprises seeking expert QuickBooks bookkeeper expertise and strategic insights. |
Our bookkeeping isn’t just an expense—it’s an investment in your sanity, your profitability, and your future.