Organized Books for Small Businesses That Help Communities Thrive

Growing up in the Appalachian Mountains gave me a deep appreciation for the entrepreneurs, tradespeople, and small business owners who strengthen local communities. That experience inspired me to build a bookkeeping practice focused on helping small businesses create a solid financial foundation for growth.

Using modern, cloud-based tools, I provide dependable bookkeeping services that help keep your books organized, accurate, and tax-ready. From cleanup projects to ongoing monthly support, my goal is to make bookkeeping feel straightforward and manageable so you can stay focused on running your business.

Bookkeeping Packages

Not sure which package fits your business? Let’s chat — I’ll help you choose the right one.

Essential Package

$400 / month

Best for: Small businesses needing consistent monthly bookkeeping support

Includes:

  • Up to 150 monthly transactions

  • Monthly bank and credit card reconciliations

  • Monthly financial statements

  • 1099 preparation support

Optional Add-Ons:

  • Sales tax filing — $125/month

  • Bill payment management — starting at $50/month

Business Package

$600 / month

Best for: Growing businesses with higher transaction volume and additional reporting needs

Includes:

  • Up to 400 monthly transactions

  • Monthly bank, credit card, and loan reconciliations

  • Accounts payable and receivable review

  • Monthly financial statements

  • Cash flow and expense reporting

  • 1099 preparation support

Optional Add-Ons:

  • Sales tax filing — $125/month

  • Bill payment management — starting at $50/month

Complete Package

$1,000 / month

Best for: Established businesses needing ongoing bookkeeping support and detailed financial visibility

Includes:

  • Up to 800 monthly transactions

  • Complex account reconciliations

  • Accounts payable and receivable review

  • Comprehensive monthly financial reporting

  • Visual reports and dashboards

  • 1099 preparation support

Optional Add-Ons:

  • Sales tax filing — $125/month

  • Unlimited bill payment management — $200/month

Your Questions, Answered

Do you do bookkeeping cleanup?

Yes. I help get your books back on track—whether that’s organizing overdue transactions, correcting errors, or preparing your records for ongoing monthly bookkeeping. Cleanup work is quoted separately before monthly services begin.

How do I get started?

Getting started is easy! Just fill out the contact form with any questions or concerns. I’ll respond within 24 hours to schedule a call, Zoom meeting, or email chat, whichever you prefer. After our conversation, I’ll recommend the bookkeeping package that fits your business best.

Once we decide on a package, you’ll sign up for the subscription & invite me to your QuickBooks, then I’ll send you an onboarding checklist so we can get started quickly and efficiently. All packages are subscription-based with no contracts or retainers, and you can cancel anytime with 30 days’ notice.

Where do you serve clients?

I work with clients nationwide, but I’m based in Charlotte, NC. No matter where you are, we can collaborate virtually to manage your books and keep your business running smoothly.

Let's Work Together

Ready to gain deeper clarity and confidence in your finances? Reach out for a complimentary consultation, and discover how our tailored services can propel your organization forward.