Monthly Bookkeeping
Reconcile accounts, categorize transactions, and keep everything current.
- Bank + credit card reconciliations
- Clean categorization
- Monthly reporting
Bookkeeping • Monthly Close • QuickBooks Online
Bookkeeping that feels calm and predictable.
If your books are behind, messy, or “kind of updated,” I’ll get them clean and keep you that way! I want you to be able to make decisions with confidence.
Monthly close + clean reports
Cleanup & catch‑up available
Serving Davis • Salt Lake • Utah County
Quick details
Fast, clear, and low-stress.
Phone
- QuickBooks Online support
- P&L + Balance Sheet each month
- Simple, structured communication
- Remote‑friendly
Not sure what you need? Send a message and I’ll tell you the simplest next step.
Services
Focused on what most small businesses actually need: clean books and a dependable monthly close.
Monthly Close
A consistent close so your financials are usable and trustworthy.
- Profit & Loss + Balance Sheet
- Catch issues early
- Simple “what changed” notes
Cleanup / Catch‑Up
If you’re behind or your books are messy, I’ll get you back to a clean baseline.
- Backlogged months
- Reconciliation fixes
- Organized chart of accounts
QuickBooks Online Setup
Help setting up QBO the right way so it stays simple long-term.
- Connect accounts safely
- Basic workflows
- Organized Chart of Accounts
- Reports configured
Pricing
Clear monthly retainers. Cleanup is quoted separately if needed.
Essential Close
$500 / month
Clean, current books for simple businesses.
- Up to 2 financial accounts
- Monthly reconciliation + categorization
- P&L + Balance Sheet
- Email support for quick questions
Most Popular
Standard Close
$750 / month
Confidence in your numbers with a steady close.
- Up to 4 financial accounts
- Monthly close + review
- Reports + “what changed” notes
- Structured communication
Premium Close
$1,100 / month
For higher volume or more moving parts.
- Up to 6 financial accounts
- Deeper monthly review
- 15–30 minute monthly call
- Priority support
Add‑ons (if you need them): each additional bank/credit account +$100/mo • additional business/entity quoted.
Billing: billed monthly for retainer fee, or Annually for a 5% total discount
Commitment: Commitment is month‑to‑month by default • Annual plan includes a year‑end Tax‑Ready Package + quarterly review calls.
Onboarding & Cleanup (one‑time): onboarding setup $500 (books mostly current; credited toward Month 1 with an annual plan) • cleanup/catch‑up $85–$125/hr (quoted after a quick review; depends on account count, transaction volume, and complexity).
Note: QuickBooks subscription is billed separately. If you need QBO, I can help you enroll through ProAdvisor access so you may qualify for preferred pricing options.
How it works
Simple and predictable, so you always know what’s happening.
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1
Clarity call
15 minutes to confirm fit and scope.
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2
Access + review
We look at account volume, current status, and what “done” should look like.
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3
Cleanup (if needed)
Catch up and fix issues so your books are clean and reliable going forward.
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4
Monthly close
Reconcile → close → deliver reports. Same rhythm every month.
FAQ
Quick answers to the common questions.
Do you work with businesses outside Utah?
Yes. I’m remote-friendly. The Utah counties listed are simply my local focus area.
Do you require a commitment?
Nope! Billing is month‑to‑month. The annual plan is optional with extra benefits.
What is included in the Annual Plan?
Your onboarding fee will be credited towards your first month's payment.
You’ll get quarterly review calls going over your accounts and reports.
A year‑end Tax‑Ready Package ready for your CPA.
What do you need from me to start?
Typically: QuickBooks access (or we set it up), bank/credit account access for reconciliation, and a quick overview of how money moves through your business.
Do you do payroll?
Not initially. You can add payroll later once the bookkeeping workflow is fully dialed in.
How do cleanup projects work?
We do a short review first, then I quote the simplest path forward (hourly or a small fixed project rate) based on your account count, transaction volume, and complexity.
Contact
Send a note and I’ll reply with the simplest next step.
Serving Davis County • Salt Lake County • Utah County • Remote-friendly