Let’s make it easy. Forget confusing pricing packages. Unlike most bookkeeping firms, we keep it simple: Full bookkeeping services + a fully setup QuickBooks Online account, for just $149 a month.
Book a callDiscover simple bookkeeping (1:09)
More time for yourself
By acquiring my full bookkeeping services, you save time to dedicate to yourself and your business.
Expertise
QuickBooks Certified Pro Advisor with 12+ years of experience working with small businesses. Your books in expert hands.
Peace of mind
The peace of mind knowing your books will be ready for tax season, bidding farewell to the stress that often accompanies it.
Save money
No confusing pricing packages. Full bookkeeping services + a fully setup QuickBooks account, all for just $149/month. Simple
Let’s make it simple. Same monthly price forever.
billed monthly after catch-up fee
Dedicated bookkeeping expert
Fully setup cloud accounting software package
Accurate monthly books and year-end tax-ready financial reports
Monthly reconciliation and financial statements (including P&L and
Balance Sheet)
45-minutes Zoom call a month and unlimited communication via e-mail
or WhatsApp
Simplify your accounting today (0:35)
Catch-up fee: The catch-up is intended to ensure
the accuracy of your financial records. It involves the process of
updating and cleaning up your essential books and records before
the service begins. This step is crucial for initiating ongoing
bookkeeping services.
The catch-up period starts from the date of your last business tax
return or the date of business incorporation (if more recent)
through the end of the calendar month just before your initial
sign-up.
The catch-up process cannot start until all the required
supporting documents are received, and they will be requested from
you.
Once all the necessary documentation is received, the catchup
process is typically completed within 15 days.
• Catch-up fee = $109/overdue month if you have 6+ overdue months
The service does not include: providing financial or tax guidance, tax filings, payroll, invoicing, bill payments, managing accounts payable or accounts receivable, or inventory. Consult a tax preparer for tax advice or tax return preparation.
I reserve the right to accept new clients: I only take on a limited number of clients each month. My approach is to maintain a manageable workload, ensuring I can deliver a personalized and high-quality service.
Set up and Catch up
In the initial stage, a customized chart of accounts will be set up for your company. Your accounts will be securely connected, and your books will be brought up to date from your last business tax return or the date of business incorporation (if more recent) through the end of the calendar month just before your initial sign-up.
Ongoing bookkeeping
Every month, your business transactions will be accurately categorized, and all the accounts will be reconciled. You'll get financial statements that include profit and loss, balance sheet, statement of cash flow and general ledger.
Tax-ready books
When the tax season approaches, you´ll get everything you need to file. Your Tax preparer will be so happy. All the documentation required to become well-prepared for filing in one place.
Hello there! I'm Alex, a Senior Bookkeeper. Throughout my career, I have successfully assisted numerous small business owners and tax preparers in organizing their finances and navigating busy tax seasons by providing reliable bookkeeping solutions.
|
|
|
|
|
|---|---|---|---|---|
| Starting package | $ 149/m | $ 200/m | $ 299/m | $ 499/m |
|
|
|
|
|
|
Predictable price |
Same price forever |
The price will depend on the total expenses |
The price will depend on the total expenses |
The price will depend on the total expenses |
|
Software Included |
|
|
|
|
|
Accurate monthly books and year-end tax-ready financial packages |
|
|
|
|
|
P&L, Balance Sheet, Cash Flow and General Ledger |
|
|
|
|
|
Unlimited communication with your bookkeeper |
|
|
|
|
|
Dedicated bookkeeping experts |
|
|
|
|
Protecting client information is not just a technical requirement, it's a fundamental part of my professional services.
Every day, I work with highly sensitive financial data. That's why I follow a multi-layered security approach based on the best practices outlined in the IRS Publication 4557. My goal is to protect the client's information at every stage.
Layer 1
All communications are protected using end-to-end encrypted email. Standard unencrypted email providers are never used.
Layer 2
Client work is performed exclusively over secure, private internet connections. Public Wi-Fi networks, including those in airports, hotels, cafés, and other public locations, are never used to access client data.
Layer 3
Documents are exchanged through a dedicated, end-to-end encrypted client portal rather than traditional email attachments or unsecured file-sharing services.
Layer 4
All workstations are protected with:
Layer 5
Team members have access only to the data and resources they need to perform their assigned responsibilities.
Layer 6
I retain only the information necessary to provide services and meet legal or contractual requirements. Documents such as bank statements, payroll reports, and credit card statements are deleted when no longer needed.
Layer 7
The devices used to provide services are equipped with anti-malware protection and are regularly updated with the latest security patches to reduce exposure to vulnerabilities.
Technology alone cannot guarantee security. The people handling confidential information are just as important.
I operate as an independent professional supported by a small, carefully selected team of trusted collaborators. I never outsource work through freelancer marketplaces or unknown third parties.
Looking to outsource your bookkeeping headaches? Let's scale together. Whether it's a last-minute cleanup during tax season or ongoing bookkeeping support, I keep your clients' books accurate, organized, and tax-ready. Special partner pricing is available for tax professionals with multiple clients.
Book a callUsually, the standard cleanup process is finished within 15 days upon receipt of all required documentation.
A cloud accounting software subscription: The service includes the QuickBooks Essentials plan, which is well-suited for most small businesses, but it can be replaced with software of your choice if desired.
The service does not include: financial or tax advisory, tax filing services, payroll management, sending invoices, paying bills , management of account payable, account receivable or inventory.
No. The accounting software is included in the monthly fee
Our monthly bookkeeping service includes either the QuickBooks Online Essentials plan or the Xero Growing plan, depending on your business needs and software preference.
The included plans are suitable for most small businesses. If your business requires a higher-tier plan with additional features, the price difference will simply be added to your monthly bookkeeping fee.
Protecting client information is not just a technical requirement, it's a fundamental part of my professional services. I follow a multi-layered security approach based on the best practices outlined in the IRS Publication 4557. See how your data is protected.
Yes, I have experience with the more popular accounting softwares on the market, including Xero, Wave, Zohobooks, Freshbooks, to name a few.
You will have a 45-minutes video call per month to discuss results and make adjustments or modifications in real time if necessary. But communication will always be available by email or WhatsApp.
Absolutely!
Schedule a free 30-minute intro call and let's talk about your books.
Book a call
