Bookkeeping & Budget Coaching Services

Below you will find a sampling of the services I provide inside the packages I offer. I work in QuickBooks Online for bookkeeping and YNAB for budgeting and cash flow management coaching (and bookkeeping for businesses that meet certain criteria). I only offer YNAB coaching to business owners, but I coach them on both their business and personal finances.

Prices start at $325 per month for basic business bookkeeping and budget coaching packages start at $250 per session. Your actual price is completely customized to your specific needs. Please schedule a call with me to discuss your needs and see how I can support you!

Monthly Bookkeeping Packages

The basic monthly bookkeeping package includes:

  • Categorizing all transactions accurately

  • Reconciling all accounts

  • Preparation and presentation of monthly financial reports

  • Records complete and ready for your CPA at tax time.

Higher-tier monthly bookkeeping packages that include receipt management, invoicing, bill payment, class/client tracking, cash management coaching, a monthly meeting with me, and other services are available. Schedule a call with me to determine what bookkeeping package would best suit your bookkeeping needs.

Standalone Bookkeeping Services

The following services are available as standalone projects:

  • Setting up a QuickBooks Online file for a new business

  • Setting up a QuickBooks Online file for an existing business who has been using another bookkeeping system

  • Cleaning and/or catching up an existing QuickBooks Online file that has been neglected or mishandled

Budgeting and Cash Flow Management

I am a certified YNAB Coach and I offer coaching to business owners around both business and household finances using the YNAB (You Need a Budget) method and software. The YNAB method is a fantastic way to manage your cash flow in both your business and personal budgets.

Budget coaching covers teaching the YNAB method, a customized budget setup, a debt paydown plan (if needed), training on the software, and ongoing accountability and support.

Coaching packages are customized depending on your needs, and a $99 yearly subscription to the YNAB budgeting software is required.

GREAT GIFT IDEA FOR COLLEGE STUDENTS: YNAB is free for one year for college students, and I offer a YNAB for College Students/Young Adults coaching package for $200. This makes a wonderful graduation or holiday gift for the college student in your life! Use the Contact Me button to learn more or let me know you’d like to purchase this for the young adult in your life.

Your Next Steps:

If you would like to chat with me to learn how I can help you, use the “Contact Me” button at the top or bottom of this page. You will be asked to share some basic information with me so that I can prepare for our call, and then you will be directed to a link to schedule a time on my calendar that works for you.

During our meeting, we will chat and I’ll ask you to tell me more about your business and financial goals so I can learn about what’s bugging you the most or causing you anxiety to see how I can help. If you are a business with a QuickBooks Online account, I will ask for accountant access to your file so that I can more accurately assess your exact bookkeeping needs.

After our meeting, if you would like, I will create and send a proposal to you that outlines how I think I can support you. You will then decide whether or not to move forward and work together.