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Solo Practice · Remote Dedicated Care

STREAMLINE YOUR BOOKS

I help local contractors regain financial clarity through remote bookkeeping. No sales pitches—just expert ledger reconciliation that ensures you're always tax-ready.

Reliable Pricing Plans

Set monthly rates for contractors and service providers

All tiers Include: Monthly bookkeeping, bank reconciliation, and basic reporting.

Starter Tier – $175 / month · *$150 one‑time activation

Ideal for solo operators or new businesses with under 10 transactions per month.
Includes: Monthly bookkeeping, bank reconciliation, and basic reporting.

Growth Tier – $275 / month · *$200 one‑time activation

Best for small service companies with steady activity (10–30 transactions per month).
Includes: Bookkeeping, monthly financial reports, and tax‑ready prep.

Pro Tier – $375 / month · *$250 one‑time activation

Clean-ups

1 Quarter (1–3 months)-$150
 

2 Quarters (4–6 months)-$300
 

3–4 Quarters (7–12 months)-$500–$600
 

Over 1 Year-$750 

*Cleanup Deal: If your books are behind, I’ll complete a full cleanup and prepare your file for monthly service. And when you choose a Monthly Subscription afterward, your Activation Fee is waived — you only pay your cleanup tier.

Simple Workflow

I keep my bookkeeping process transparent, easy to understand, and built around your needs. From clear communication to structured monthly rhythms, I ensure you always remain in control.

Step 1: Direct

Everything is transparent. You always know exactly what I am doing, why I am doing it, and what comes next with clear, open communication.

Step 2: Systems

I use organized, templated workflows and tools like QuickBooks, Xero, and Dropbox to ensure accuracy, consistency, and a predictable delivery cycle.

Step 3: Rhythm

Monthly reviews, categorization, and reconciliations keep your books current, providing financial snapshots that prevent year-end surprises and hidden costs.

Accelerating Business Success

1. Link Data

2. I Organize

3. See Profits

Scan receipts instantly from any job site. Stop hauling around paper boxes.

I validate every transaction so your books are ready for tax preparation.

Review simple dashboards that highlight your weekly stats and job costs.

Hiring a professional who understands trade and construction workflows saved my business. The flat rate is perfect for my budget and the system is simple.

— Field Director

Boost your earnings. Contact me for a private balance review or check my plans to book a flat monthly rate.

IN: Bradenton, FL

Let's Chat - Submit a contact form so we can connect and ensure we are a great match for your goals.

Secure Sign-Up - After our talk and we’ve finalized the details, you'll get an invoice from us by email to complete your payment.

Access Your Portal - Check your email for a portal invite. There, you will fill out your profile, follow simple steps to send me your QuickBooks Online invite, and track your  payments.

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