simple, stress-free bookkeeping
for small business owners seeking financial clarity
SERVICES
SETUP & TRAINING
For the DIY Entreprenuer
THE BASIC
Monthly Package
DIY Setup & Training Manage your own books with confidence. I'll set you up for success. -Personalized Wave Account Setup -Custom Chart of Accounts - Walkthrough of categorizing and reconciling monthly Includes 1:1 live session + optional follow up support
THE BEYOND
Premium Monthly Services
A LA CARTE
Additional Services Provided
Featured service
setup & training in wave
For early stage entrepreneurs
who want to manage their own books,
but need help getting started
$500 $250
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Personalized account set up in Wave (a free, user-friendly bookkeeping tool!)
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Custom income & expense categories tailored to your business
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Live 1:1 training on categorization, reconciliation, & reporting.
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Monthly Bookkeeping Checklist provided
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Optional follow up support available
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Hands on, step-by-step service designed to help you set up your business bookkeeping properly from the start.​
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By the end of our time together, you'll have a fully functional bookkeeping system and the confidence to manage it yourself - without the overwhelm!
Monthly
services
The basic
monthly bookkeeping
the beyond
Premium monthly bookkeeping
Starting at $97/mo
Starting at $250/mo
For small business owners who want clean, consistent financial tracking
For entrepreneurs who want strategic insight and intentional growth
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INCLUDES:
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Categorize Transactions​
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Monthly account reconciliation
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Monthly Reports (P&L, Balance Sheet, Cash Flow)​
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INTERACTIONS​:
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1 email per month to clarify transactions​
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Monthly Reports sent via email
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Clients can email or book a call with questions
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INCLUDES EVERYTHING in THE BASIC, plus:
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Quarterly financial analysis: Trends, cost-cutting, revenue opportunities
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Business growth strategy support: pricing, offers.
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INTERACTIONS​:
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ongoing email/call support as needed
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Monthly email: reports + key insights
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Quarterly strategy call (Zoom) following report delivery
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a la carte services
Project-specific quote to be provided after the discovery call
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Quarterly catchup
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cpa-ready year-end package
diagnostic review
Welcome to Beyond Bookkeeping!
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From beginners just starting to track their finances, to established businesses ready to offload the burden of bookkeeping...
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.. We're here to help you gain clarity and confidence in your finances so you can focus on growing your business.
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Book a free 30-minute discovery call to see if we're a good fit!