Remote nationwide • On-site in New England & Northern Massachusetts
Complete Bookkeeping Services Tailored to Your Business
Clean, reconciled, tax-ready books in QuickBooks Online or whatever bookkeeping platform you already use — so you can run your business with clear numbers and hand your CPA a package they can actually use.
- QuickBooks Online & Other Platforms
- Financial Reporting
- Cleanup
- Catch-up Bookkeeping
Services
Everything your books need, from monthly close to year-end
Four focused services that cover the full life of your books — keeping them current, fixing the past, and preparing them for tax time.
Ongoing support
Monthly Bookkeeping
Accurate, tax-ready books every month so you always know where your business stands.
Learn moreFix the past
Bookkeeping Cleanup
Messy, inaccurate, or unreconciled books brought back to a clean, dependable state.
Learn moreGet current
Catch-Up Bookkeeping
Several months (or more) behind? Your books brought current, then kept current.
Learn moreTax-ready handoff
Year-End CPA Package
A complete, organized year-end package your tax preparer can work from immediately.
Learn moreWhy Clear Sailing
Books your tax preparer will thank you for
Most bookkeepers stop at categorizing transactions. I've seen the other side — what happens when a CPA opens a client's file at tax time — and I build your books to pass that test.
CPA-firm experience
I have professional experience working in a CPA-firm environment and understand exactly what tax professionals need from a client's books.
Flat monthly pricing
No hourly surprises. Every package is a fixed monthly fee, and cleanup projects are quoted up front after a review of your file.
A real month-end close
Every account reconciled, every balance-sheet line reviewed, financial statements delivered on a schedule you can plan around.
Remote or on-site — your choice
Fully remote service anywhere in the U.S. through a secure client portal, plus on-site visits across New England with a focus on Northern Massachusetts.
Pricing
Simple monthly packages. No hourly billing.
Pick the level of support that matches your business. Every package ends the year with a CPA-ready package.
Essential
$450/ month
Very small or simple businesses with straightforward activity.
Professional
$700/ month
Most small businesses — the package most clients choose.
Complete
$1,000/ month
Growing businesses with employees or more complex activity.
Advisory
$1,400+/ month
Businesses with $1M+ revenue, multiple locations, entities, or owners, significant payroll, or inventory.
How it works
A clear onboarding process — the same for every client
- 1
Discovery call
A 20–30 minute conversation about your business, your accounts, payroll, sales tax, and what isn't working today.
- 2
Books review
With your access, I take a preliminary look at your books, in QuickBooks Online or whatever platform you use, to understand their current condition.
- 3
Fixed-price proposal
You receive a clear monthly price and, if needed, a separate fixed quote for cleanup or catch-up work.
- 4
Engagement letter
Scope, pricing, and responsibilities are put in writing and signed before any work begins.
- 5
Onboarding
Recurring payment is set up, and you're invited to a secure client portal for documents, messages, and requests.
- 6
Monthly bookkeeping
Your books move into a standard monthly workflow with financial statements delivered on schedule.
Year-end CPA package
Tax-ready bookkeeping, delivered as a complete package
At year end you receive an organized package your tax preparer can work from immediately — fewer questions, faster filing, and lower prep fees.
- Final trial balance
- Profit & Loss
- Balance Sheet
- General ledger
- Bank reconciliation reports
- Loan schedules
- Fixed-asset schedule
- Payroll reconciliation
- Owner distributions and contributions
- A/R and A/P reports
- Notes on unusual transactions
Ready for clear, tax-ready books?
Start with a free 20–30 minute discovery call. No pressure — just a straightforward look at where your books stand and what it would take to keep them clean.