YOUR FINANCES DESERVE CLARITY
I help business owners stay organized with reliable bookkeeping, accurate financials, and responsive support you can actually count on.
Consulting & Training
Need help managing bookkeeping internally? I provide personalized QuickBooks support, workflow guidance, and training for business owners and teams.
✓ Personalized QuickBooks Online setup and optimization
✓ Chart of accounts organization and cleanup
✓ Workflow recommendations to improve efficiency
✓ One on one bookkeeping and QuickBooks training
✓ Periodic bookkeeping accuracy reviews
✓ Flexible support as your business grows
Monthly Bookkeeping
Stay confident in your numbers with consistent bookkeeping designed to keep your business organized, accurate, and tax ready year round.
✓ Monthly bank and credit card reconciliations
✓ Organized transaction categorization and review
✓ Clear monthly financial reports delivered on time
✓ Responsive support for bookkeeping and reporting questions
✓ Ongoing monitoring to help prevent costly errors
✓ Optional financial insights and reporting walkthroughs
Clean Up & Catch Up Bookkeeping
Behind on your books? I help business owners clean up messy financials and rebuild accurate records so you can move forward with confidence.
✓ Catch up bookkeeping for past months or years
✓ Review and correction of uncategorized transactions
✓ Statement imports and historical account reconstruction
✓ Cleanup of duplicate, missing, or incorrect entries
✓ Organized, CPA ready financials for tax filing
✓ Clear communication throughout the cleanup process
PRICING
Messy books can lead to costly mistakes, missed deductions, and poor financial decisions. Clean, reliable bookkeeping is an investment that protects your business.
ESSENTIAL
Reliable monthly bookkeeping for small businesses that want organized, accurate financials without the overwhelm.
$250 - $300
✓ Monthly bank and credit card reconciliations
✓ Organized transaction categorization
✓ Monthly financial statements and reporting
✓ Ongoing bookkeeping accuracy checks
PROFESSIONAL
Consistent financial oversight and support designed for growing businesses that need more visibility and organization.
$300 - $400
✓ Everything included in Essential
✓ Accounts receivable and payable tracking
✓ Quarterly financial review summaries
✓ Priority email support and communication
✓ Improved reporting for business decision making.
PREMIUM
Comprehensive bookkeeping support with advanced reporting and hands on financial organization for established businesses.
$400-$500
✓ Everything included in Professional
✓ Advanced custom reporting and KPI tracking
✓ Payroll, accrual, and loan monitoring
✓ Monthly financial walkthrough videos
✓ Tax ready books prepared for your CPA
Get in Touch
About Daniel
After 15 years as a small business owner, I experienced firsthand how important clean, organized financials are for long term success. What began as managing my own books eventually grew into a passion for bookkeeping and accounting, leading me to pursue a Bachelor of Science in Accounting at California State University, Monterey Bay and gain experience working with local CPA firms while completing the CPA exam process. My goal is to provide professional, reliable bookkeeping services that help business owners feel confident, organized, tax ready, and free to focus on growing their business.
