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Accurate Financials. Tax-Ready Books. Total Peace of Mind.
Managing a business is hard enough without spending your valuable time tracking down receipts, wrestling with software, or scrambling at tax time. As a Certified QuickBooks Online and Payroll ProAdvisor based in Columbus, Ohio, I deliver fully managed monthly bookkeeping so you can stay focused on driving growth.
Here is how I keep your business running smoothly:
End-to-End Account Oversight: Timely transaction categorization, accurate receipt tracking, and precise monthly bank and credit card reconciliations.
Clear, Actionable Reporting: Plain-English monthly balance sheets, income statements, and financial insights that make sense without accounting jargon.
Predictable, Flat-Rate Billing: Transparent monthly pricing with zero surprise hourly fees or billing shocks.
Dedicated Support Windows: Strategic evening and weekend communication hours built specifically to accommodate busy business owners.
Let’s get your financial foundation built right—so you always know where your business stands.
MONTHLY SERVICE OPTIONS
Essential Books
Essential Books
Core financial keeping for smooth month-end compliance
Bank & Credit Card Reconciliation
Monthly P&L & Balance Sheet
Chart of Accounts Management
CPA Year-End Handoff Package
Starting at $350/month*
Fully Managed Solution
Fully Managed Solution
Complete, hands-off bookkeeping and payroll management
Everything in Essential Books
Complete QBO or Gusto Payroll Processing
Contractor 1099 Setup & Filings
Custom Monthly Executive Summary
Direct QBO & Gusto Support
Starting at $650/month*
Professional Service
Professional Service
Tailored support for higher-volume businesses with complex workflows
Everything in Fully Managed
Multi-Location / Class Tracking
Job Costing & Project Tracking
Weekly Transaction Categorization
Dedicated Priority Email & Call
Starting at $950/month*
STANDALONE SERVICES
Historical Catch-Up & Clean Up
Historical Catch-Up & Clean Up
Reconcile backlogged months/years
Correct categorization errors
Balance historical ledgers to get you tax-ready
Custom Quote (typically $500 - $2500+ based on months/volume)*
QBO & Gusto Account Setup
QBO & Gusto Account Setup
Set client up for QuickBooks or Gusto Payroll Services
Consult on pros/cons of each system
Initial configuation of your chart of accounts, bank feeds, payment gateways, and payroll employee files
Fixed Fee starting at $350 setup*
Chart of Accounts Overhaul
Chart of Accounts Overhaul
Restructure cluttered or improperly tagged categories
Develop system so income statements provide actual financial insights
Fixed Fee starting at $350*
1099 Filing & Year End Prep
1099 Filing & Year End Prep
Gather W-9s, vendor payments and thresholds
Prepare/e-file annual 1099-NEC/MISC forms directly to federal/state agencies
Base Fee $150 + $10/vendor*
*Final monthly retainer or fixed fee is determined based on account volume, historical cleanliness, and business complexity following a free initial review of your QuickBooks or Gusto account. QuickBooks or Gusto Subscriptions can be added which may impact pricing.
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