What I Offer

Bookkeeping services built
for small businesses.

01

Monthly Bookkeeping

Full-cycle bookkeeping so you always know where your business stands.

What’s Included

Bank & credit card reconciliations
Transaction categorization
Monthly P&L and balance sheet
AP / AR tracking
Monthly review call

02

Cleanup & Catch-Up

Months or years behind? No judgment. I’ll untangle your books and get you to a clean starting point.

What’s Included

Full transaction review & categorization
Bank reconciliations for all periods
Correcting coding errors
Clean financial statements
Recommendations going forward

03

QuickBooks / Xero Setup

Starting fresh or switching platforms? I’ll configure your accounting software the right way from day one.

What’s Included

Chart of accounts build-out
Bank feed connections
Opening balance entry
Invoice & bill templates
Training walkthrough

04

Financial Reporting

Clear, client-ready reports delivered on your schedule.

What’s Included

Monthly profit & loss statement
Balance sheet & cash flow report
Custom reports on request
Year-end summary for your CPA
KPI dashboard (upon request)

Pricing

Simple, transparent
monthly pricing.

Essential

^$350/mo

Core monthly bookkeeping for small businesses getting their financials under control.

Monthly bank reconciliations
Transaction categorization
Monthly P&L statement
Balance sheet
Email support

Get Started

Most Popular

Professional

^$650/mo

Bookkeeping + financial reporting + full QuickBooks Online management.

Everything in Essential
Full financial statements
QBO management
AP / AR tracking
Monthly review call
Cash flow reporting

Get Started

Premium

^$1,200/mo

Full-service: bookkeeping, reporting, tax prep support, and financial advisory.

Everything in Professional
Tax preparation support
Financial advisory
Cleanup & catch-up included
Year-end CPA coordination
Priority support

Get Started

Cleanup & Ad Hoc Work

$75/hour

One-time projects and cleanup work billed at an hourly rate.

Get a Quote →

Free Download & Monthly Tips

Your books shouldn't
feel like a mystery.

Join small business owners getting monthly bookkeeping tips, systems, and financial clarity — straight to your inbox.

🆕 Free 2026 Financial Gameplan Worksheet when you join

You're in! 🎉

Check your inbox — your free worksheet link is on its way.
Welcome to the community!

Free Download & Monthly Tips

Your books shouldn't
feel like a mystery.

Join small business owners getting monthly bookkeeping tips, systems, and financial clarity — straight to your inbox.

🆕 Free 2026 Financial Gameplan Worksheet when you join

You're in! 🎉

Check your inbox — your free worksheet link is on its way.
Welcome to the Balance Operations Co. community!