Personal Bookkeeping Services

Why Personal Bookkeeping?

You don’t have to own a business to need a bookkeeper. If your bank account feels like a mystery, your savings keep stalling, or tax season turns into a scavenger hunt—you’re in the right place. Personal bookkeeping gives you the clarity, structure, and support to manage your money like a pro… without doing it all yourself.

Personal Everyday Essentials Personal Everyday Essentials
$197.00 every month

For people who want a clear view of their money and a trusted hand on their finances.

  • Monthly transaction categorization (up to 3 accounts)

  • Budget creation + tracking

  • Monthly income/expense report

  • Personalized dashboard

  • 30-minute monthly check-in call

Personal Financial Focus Personal Financial Focus
$297.00 every month

For individuals or households ready to set financial goals and stick to them.

  • Everything in Everyday Essentials, plus:

  • Net worth tracker

  • Goal-based savings plan

  • Biweekly money check-ins via email

  • Subscription + bill audit

  • Credit score tips and budgeting tools

Personal Peace of Mind Plan Personal Peace of Mind Plan
$497.00 every month

For high-income individuals, side hustlers, or families who want full personal financial organization.

  • Everything in Financial Focus, plus:

  • Bookkeeping for up to 6 accounts

  • Debt repayment tracking

  • Tax-time reports and document prep

  • Monthly money strategy session

  • Priority support via text

Business Bookkeeping Services

Ensuring accurate financial management for small businesses

Essential Bookkeeping Package Essential Bookkeeping Package
$400.00 every month

  • Up to 2 bank/credit card accounts

  • Monthly transaction categorization (up to 100)

  • Profit & loss, balance sheet, and cash flow reports

  • Email support (48-72 hour response time)

  • QuickBooks Online setup or review

Growth Bookkeeping Package Growth Bookkeeping Package
$700.00 every month

  • Up to 5 bank/credit card accounts

  • Monthly transaction categorization (up to 300)

  • Monthly reconciliation

  • Profit & loss, balance sheet, and cash flow reports

  • Priority email support (24-48 hour response)

  • Quarterly check-in call (30 minutes)

Comprehensive Financial Management Comprehensive Financial Management
$1,200.00 every month

  • Up to 10 bank/credit card accounts

  • Monthly transaction categorization (up to 500)

  • Monthly reconciliation and classification review

  • Comprehensive monthly financial reports

  • Budget vs. actual tracking

  • Monthly strategy call (45 minutes)

  • Priority phone/email support

  • Tax prep coordination with CPA (client’s or ours)

Add Ons

Invoicing + Accounts Receivable Management Invoicing + Accounts Receivable Management
$150.00 every month

  • Create and send client invoices

  • Track outstanding payments

  • Follow-up/reminder emails for late payments

Full Deep Clean (7–12 Months) Full Deep Clean (7–12 Months)
$1,200.00

Great for: Clients who haven’t touched their books all year or need to prepare retroactive records for taxes, loans, or audits.

Includes:

  • Full 12-month bookkeeping for up to 5 accounts

  • Transaction categorization and reconciliation

  • Clean-up of duplicate entries or previous errors

  • Year-end summary report + tax-ready documents

  • 1-hour wrap-up session and Q&A

  • Optional add-on: Set up a system for staying on track moving forward

Bookkeeping Software Migration Bookkeeping Software Migration
$600.00

  • Move from spreadsheets, Wave, FreshBooks, etc. to QuickBooks

  • Includes full data transfer, setup, and training

Moderate Catch-Up (4–6 Months) Moderate Catch-Up (4–6 Months)
$750.00

Great for: Freelancers or solopreneurs who haven’t tracked anything but still have all their statements.

Includes:

  • Categorizing up to 6 months of transactions (up to 4 accounts)

  • Income, expense, and summary reports

  • Reconciliation of accounts

  • Chart of accounts review + basic reorganization

  • 1 review call (45 min)

  • CPA-ready reports in PDF/Excel

Payroll Coordination Payroll Coordination
$200.00 every month

  • Work with client’s payroll provider

  • Track contractor payments

  • Ensure proper categorization of wages, taxes, and benefits

Light Clean-Up (1–3 Months) Light Clean-Up (1–3 Months)
$450.00

Includes:

  • Categorizing up to 3 months of transactions (2 accounts)

  • Income & expense report

  • Reconciliation of bank/credit accounts

  • Custom spreadsheet or QuickBooks file

  • 1 review call (30 min)

Great for: Clients who just fell behind recently or need a one-time year-end cleanup.