Bookkeeping Packages for Freelancers, Creatives & Small Businesses
Simple, books-only plans. No payroll. No tax filing.
🌱 Simple Start – from $400/month
👉 Best for freelancers & solopreneurs under 100 monthly transactions
Transaction categorization
Bank & credit card reconciliation
Monthly P&L & Balance Sheet
Email support
🪴 Essentials – from $650/month
⭐ Most Popular⭐
👉 For growing service businesses (100–250 monthly transactions).
Everything in Simple Start
Monthly close checklist
Balance sheet review
Irregularity & cleanup flags
Plain-English financial summary
CPA-ready books
Email support (48-hour response)
🌳Advanced – from $1,000/month
👉 For established businesses that want clean books and time back.
Everything in Essentials
Higher transaction limits
Priority email support
Optional quarterly review call to walk through your reports and answer bookkeeping questions
Custom financial reports (historical KPIs and trends)
➕ Additional Services
Catch-up / cleanup work
QuickBooks Online setup
1099 preparation
Bill & invoice tracking (recording only — no payments or collections)
Project / class tracking
Not sure which plan fits?
Scope Note:
Services are limited to bookkeeping only. Payroll processing, payroll tax filings, sales tax filings, and income tax preparation are not included.
Pricing assumes typical monthly activity and reasonably clean books. Any required cleanup or backlog work is quoted separately and approved in advance.
💡 How it works
1. Free 30-minute consultation
We start with a short call to understand your business, transaction volume, and current bookkeeping setup to confirm we’re a good fit.2. Flat monthly pricing
You’ll receive clear, upfront pricing based on your needs. Cleanup or backlog work, if required, is quoted separately before any work begins.3. Ongoing monthly bookkeeping
I handle your bookkeeping each month, including reconciliations and financial reports, so your books stay clean, consistent, and CPA-ready.