Common Services

Monthly services

$40 per hour

Categorize income & expenses (up to 75 transactions per month)
Bank account/credit card/loan reconciliations (up to 3 accounts)
Accounts Payable/Accounts Receivable
Inventory
Sales tax
Asset tracking
Payroll review
1099s
Monthly reports on your key numbers
Year-end tax ready financials
Initial consultation required

Diagnostic & Clean-up

$65 per hour

Bring reconciliations up to date (usually from the beginning of the year or the previous year)
Find and fix duplicates and missing transactions
Record owner’s contributions and distributions properly
Customized Chart of Accounts
Review all Balance Sheet accounts
Review all Income and Expense accounts
Record sales tax collected and paid (and file missing returns, if needed)
Cleanup summary report explaining major adjustments and red flags
Cleanups require extensive time from the client as well

Office Support

$35 per hour

Create and post job descriptions
First round resume screening and interview scheduling
Collect I-9s and W-2s
Add new hires to payroll service, benefits, email, etc.
Track insurance, worker’s comp, & license renewals
Order office supplies
Book flights & hotels
Keep employee handbook & organizational chart updated

Other Services

Initial Consultation

$60 per hour

We’ll meet to discuss your business and the accounting system you use and any unique needs. Required before any other services.

Employee Training

$80 per hour

Software training
Categorizing
Accounts Receivable
Accounts Payable
Reconciliation
Reports

I offer practical training for the skills above. I’m not equipped to teach advanced accounting concepts — those are outside my training scope and are better covered in dedicated courses.

Hourly Troubleshooting

$45 an hour

Not every small business needs monthly help. Sometimes you just need an expert that you can call when you need help. I’m happy to provide hourly services for clients who don’t need monthly services.

1099 forms

$50 + $25 per form

I’ll pull the correct payment data from your books or bank feeds, verify vendor info (W-9s), prepare accurate 1099-NEC and 1099-MISC forms for every contractor or vendor who needs one, file them with the IRS and states (when required), and send recipient copies by the January 31 deadline — so you avoid the $300+ per-form penalties. This service is included in my hourly rate for regular clients.

Set-up