Clear pricing starts with a clear diagnostic.

Every business is different. Pricing depends on the condition of your books, transaction volume, number of accounts, and overall complexity — so I start by diagnosing where things actually stand.

No surprises. No scope creep. Just clarity on what your books need next.

Book a Books Diagnostic — $250
Where every engagement starts
The Books Diagnostic
$250

Before anyone quotes you a cleanup or signs an engagement, you deserve to know what you're actually looking at. The diagnostic is a structured review of your current books, accounts, and exposure points. You walk away knowing what's working, what's broken, what it'll cost to fix, and whether we're the right fit.

Credited in full toward your engagement if you move forward within 30 days.

What happens after the diagnostic.

Depending on what we find, your next step might be one of these — or a phased combination. You'll get a clear scope and a quoted price before any work begins.

Monthly Support

Monthly Bookkeeping

$500–$1,500+/mo
Ongoing monthly support to keep your books accurate, organized, and ready for decisions and tax time.
  • Transaction categorization
  • Bank & credit card reconciliations
  • Monthly financial reports
  • Ongoing accuracy checks
Cleanup Work

Cleanup & Catch-Up

$2,000+
For books that are behind, messy, or need to be rebuilt before monthly work can begin.
  • Historical transaction cleanup
  • Account reconciliations
  • Revenue & equity corrections
  • Chart of accounts cleanup
Project Based

Sales Tax & Projects

$1,200–$2,500+
Focused support for sales tax exposure, multi-platform reporting, or specific accounting issues.
  • Sales tax data reconstruction
  • Nexus & apportionment analysis
  • Taxable vs. non-taxable review
  • Filing-ready summaries
Advisory

Financial Advisory

Custom
For owners who want more than clean books — translation of what your numbers are telling you, and what to do about it.
  • Cash flow & financial analysis
  • Process & structure review
  • KPI design & scaling guidance
  • CPA coordination, not replacement

Pricing depends on complexity.

Final pricing is based on the number of accounts, transaction volume, industry complexity, platform activity, and the current condition of your books. Some businesses need simple monthly support. Others need cleanup first, then ongoing bookkeeping once the foundation is clean. The diagnostic tells us which.

Not sure what you need yet?

That's exactly what the diagnostic is for. I'll review where things stand, tell you what I'm seeing, and outline the best next step — or honestly recommend someone else if we're not the right fit.

Book a Books Diagnostic — $250