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Bookkeeping Services

I believe that good bookkeeping is more than just keeping records, it's about helping you make smart, informed decisions with confidence.   My goal is to simplify your financial life and help you stay organized all year long.  I offer three levels of service to match your needs.

Monthly Packages
Essential

Stress free, tax ready books done right every month

  • Monthly bank and credit card reconciliation

  • Expense categorization

  • Monthly Financial Statements

​$250 - $350 per month

Professional

Clarity so you can grow with confidence

  • Everything in Essential

  • Light AR and AP tracking

  • Quarterly performance insight summary

  • Priority support

$350-$500 per month

Premium

Advanced reporting and hands on support

  • Everything in Professional

  • Custom reporting using KPI's

  • Accrual reporting, payroll and loan tracking

  • Monthly Loom video walkthrough of results

$750+ per month

Ready for clarity and confidence?

Let's get started.

Tax preparation services that are empowering
Stay Informed
Schedule a Discovery Call

Let’s connect for a brief discovery call to explore your needs and see how I can support you. I’ll ask a few questions about your business or personal tax situation, walk you through my services, and outline next steps.

Use the link below to choose a time that works best for you — I look forward to speaking with you.

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PO Box 54

Lincroft, NJ  07738

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