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Clear numbers,
Calm decisions
Monthly bookkeeping, advisory and fractional CFO support for service-based businesses — built around a monthly rhythm, not real-time requests. Below is what's included in each service, along with typical pricing. Every engagement starts with a free consult so we can confirm the right fit before anything is quoted.
Currently accepting 1 new Ledger Foundation client and 1 new Ledger Clarity client in Q4 2026.
Ledger Foundation
I need my books done right.
What's included:
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Full bank and credit card reconciliation
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Transaction categorization aligned to your chart of accounts
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Monthly Profit & Loss statement and Balance Sheet
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Reports delivered by the 15th of each month, on documents received by the 5th
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Email support with a 1–2 business day response time
Best for: Owners ready for accurate, on-time financials
Pricing: starting at $700/month, based on transaction volume and account complexity. Confirmed after your free consult.
Ledger Clarity
I need my numbers to help me decide.
What's included:
Everything in Ledger Foundation. Plus:
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One-page dashboard each month with a short video walkthrough
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Written summary of what changed.
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A 45-minute review call every other month, plus a separate 90-minute quarterly planning session.
Best for: Owners ready to understand their numbers
Pricing: starting at $1,500/month, based on transaction volume and account complexity. Confirmed after your free consult.
Ledger CFO
I need a plan, not just a report
What's included:
Everything in Ledger Clarity.
Plus:
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Management-oriented planning and financial analysis
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Close oversight
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A 45-minute decision call every month, plus a separate 2-hour quarterly strategy review session.
Not: CPA services, tax advice, audit or attest services, legal advice, or formal business valuations
Best for: Owners ready to plan and grow
Pricing: starting at $3,500/month, based on complexity of your business and the support you need.
By invitation only.
Bookkeeping Clean-Up & Catch-Up
What's included:
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Reconciled, correct books for a defined period
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List of open items
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Summary of findings
Pricing: $1,500 - $10,000
What affects your price? Cleanup costs may depend on the number of months behind, the number of accounts, transaction volume, and the condition of the records.
QuickBooks Online Set-up
What's included:
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Chart of Accounts based on industry
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Integrations
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Short guide
Pricing: $1,500 - $6,000
What affects your price? Setup costs may depend on the complexity of the industry, required chart of accounts, and number of integrations.
Back Office Playbook & Staff Training Library
What's included:
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Process Inventory
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Written procedures for 8-15 important tasks
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Short recorded training videos
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Checklist for onboarding new staff
Pricing: $2,000-$6,000
What affects your price? Playbook costs may depend on the complexity of the processes, the number of tasks required, and the length of the training videos.
How We Work Together
Monthly Rhythm — Submit the required documents by the 5th of the month, and your monthly reports will be delivered by the 15th, provided the records are complete and any outstanding questions are resolved.
Email-First Communication — Questions are answered within 1–2 business days. This keeps a clear written record and ensures nothing gets missed.
Scheduled Calls — Calls are included as listed in each package, and extra time is booked in office hours.
What's Included Stays Included — Each package has a clear scope so there's never a surprise bill or an awkward "can you just this once" conversation.
Continuity — Your books live in your own QuickBooks account, which you own and can access at any time. Documentation for every client is maintained so another qualified bookkeeper could step in, and I have backup coverage arranged for extended absences.
Why the Client Roster Stays Small — I take on a limited number of clients at a time, not because I have to, but because it's the only way to give every set of books the attention it deserves. That's also why availability is shown above rather than assumed — when the roster is full, it's full.
From Constant Fire Drills to a Calm Monthly Close
The client: A residential remodeling contractor with 8 employees and 7 years in business.
The challenge
Every few months, the office staff turned over. Each time, the books fell behind, reports arrived late, and the owner had to rely on the previous bookkeeper to explain how things worked. Everything was urgent, no procedures were written down, and the owner often couldn’t see which jobs were actually profitable until weeks later.
The approach
We replaced urgency with a steady system in three steps:
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Clean and reconcile. I corrected and reconciled 12 months of records so the owner could trust the numbers.
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Document the back office. I wrote step-by-step procedures for 15 key tasks and recorded short training videos, so a new team member could learn the process without me.
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Set a calm monthly rhythm. We agreed on a fixed close date, a one-page monthly review, and clear response times for questions.
The results
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Monthly close went from 30+ days to 15 days.
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New staff were handling assigned tasks within 2-3 weeks, with no or minimal outside help.
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The owner now sees job-level profit every month.
“We lose office staff more often than I’d like. The training videos and step-by-step guides mean a new person is productive in 2-3 weeks instead of me and the bookkeeper starting over every time.”
— John, Owner
Why it worked
Good bookkeeping is steady, accurate and calm. With more than 25 years in bookkeeping and accounting and 25 years consulting and coaching small-business owners, I build systems that keep working when people come and go. Is your back office running on urgency?
Who I work with / who I'm not the right fit for
A good fit if you:
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Run a service-based business — consulting, coaching, agency, law or professional practice, or a skilled trade
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Bill by retainer, project, or completed job
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Have roughly $250K–$3M in annual revenue (Clarity from about $500K, CFO from about $1M)
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Use QuickBooks Online, or are willing to move to it
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Want a predictable monthly rhythm rather than real-time, on-demand support
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Want to actually understand your numbers, not just survive tax season
Not the right fit if you:
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Need daily bookkeeping, same-day turnaround, or someone on call
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Require payroll for a team or contractors
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Need ongoing staff training or an in-house bookkeeper (training is available as a project)
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Run inventory-heavy retail, e-commerce at volume, or a restaurant
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Need multi-entity consolidations
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Need tax preparation, filing, or audit representation — I work alongside your CPA and will gladly refer you to one
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Are looking for the lowest price available
FAQ
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Do you do taxes? No. I work alongside your CPA and can recommend one.
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How fast do you respond? Within 1-2 business day, during business hours.
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Is there a contract? Yes, with a minimum term and a clear scope.
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Are you a CPA? No, I’m not a CPA. I bring more than 25 years of hands-on bookkeeping and accounting experience and more than 25 years of consulting and coaching small-business owners. My work focuses on keeping your books accurate, your numbers clear, and your decisions well supported. I don’t prepare tax returns or provide audit, attest, legal or tax advice. For those, I work alongside your CPA, or I’ll refer you to a trusted one.
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Is there work that you do not do? Yes, I do not provide tax advice or tax return preparation, audits, reviews, compilations, attestations, formal business valuations, or legal advice.