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Small businesses are my passion, so I get that it can be challenging to budget for a bookkeeper.

That’s why I charge monthly fees based on integrated app costs and a low flat fee for my time. No matter what you make, my services are the same, including your online account and related services, as well as all phone calls, emails, meetings, and pep talks. The only exception is 1099 filings, which you can get a la carte at an hourly rate.

My services include:

Bookkeeping & Accounts Payable

Royalties & Licensing

Payroll & HR

Sales Tax

Inventory & Fixed Asset Management

The Cruel & Unusual


All services are cloud-based and online. This means you can access your information anytime, anywhere. And, of course, for those special circumstances, I’m only a phone call, text, or email away. For specific questions about anything (listed or unlisted), you know what to do.

First consultations are always free. Some filing fees are charged separately. Please inquire.

Software & Consultation

For those who want to meet monthly to have someone look over their books, but manage their software themselves.

  • Great for the DIY-enthusiastic
  • Cloud-based software
  • Monthly consult with me

Software fee + $120
per month

Monthly Bookkeeping

Monthly recordkeeping and included access to Xero + Hubdoc / DOKKA, as well as:

  • Unlimited Transactions
  • Unlimited Bank Accounts
  • Unlimited Communication
  • Monthly Reporting
  • 30 Minute Financial Overview Meeting

per month

Outsourced CFO

Includes everything in the Monthly Bookkeeping package, plus:

  • Bi-Weekly Recordkeeping
  • Accounts Payable
  • 1 hour Financial Overview Meeting
  • Annual Budget
  • Monthly Budget-to-Actual reports
  • App Consulting
  • People Advisory

per month

Additional services ala carte

Additional services are cost of software + my time. Inquire for a quote.

Software Only

For those who did training and want to manage the software and their books themselves.

Software fee/month

Ledger Conversion Setup & Training

$1,500 one time fee

Special for new businesses selling via crowdfunding platforms (Kickstarter, Gamefound, etc): $500 up front, remainder payment can happen after first successful Crowdfunding campaign.

Monthly Bookkeeping+ Add-on

Software: Xero + DOKKA / Hubdoc


Add-on for my Monthly Bookkeeping package. Includes Monthly Bookkeeping, plus:

  • Bi-Weekly Recordkeeping
  • Accounts Payable
  • 1 hour Financial Overview Meeting

CFO Level Services + Budgeting

$1,500/month – my staff’s time

Accounts Payable

Software: Relay Financial + Wise


Requires direct bank connection to client bank. Client to pay all wire and FX fees for multi-currency transactions.

Inventory Management

Software: Stock & Buy

$150/month (1k SKUs, 1k Orders per month, +$20 per API connection)

Licensing + Royalty Management

Software: Royalties Express

$650/year up to 500 royalty contracts

Payroll + HR + 1099s

Software: Gusto 

  • $39/month + $12/employee or contractor (no HR)
  • $149/month + $12/employee or contractor (with HR)
  • additional $350/mo – my staff time

Sales Tax Threshold Monitoring

Just monitoring – Quaderno

  • 250 transactions/mo – $49/month
  • 1,000 transactions/mo – $99/month

Monitoring + automated tax filing – TaxJar

  • pricing dependent on # of transactions paid directly by client to TaxJar
  • additional $120/month – my staff’s time

State registrations to be paid for by client