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Services tailored just for you

Clear, proactive QuickBooks Online bookkeeping and financial guidance for medical practices and contracting businesses ready to Own Your Numbers.

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Who This Service Is For:

I primarily work with medical professionals and contractors generating $250k+ in annual revenue who want accurate QuickBooks financials, reliable monthly support, and a CPA partner who understands the unique demands of their business.

Monthly Bookkeeping Subcription Packages

Transparent Investment Ranges:

I publish clear starting ranges so you can decide whether this is a good fit before we talk. Monthly bookkeeping + proactive tax strategy typically begins in the monthly range of $700 - $2000+ depending on transaction volume, complexity, and the level of advisory support you need.

Please review the packages below. If the investment looks aligned with the value you want, complete the short contact form and we’ll schedule a focused discovery conversation.

Platinum

Ideal for established businesses that need high-level strategic support and maximum peace of mind.

Starting at $1,897/month

Everything in Gold

plus:

  • Advanced monthly financial reporting (P&L, Balance Sheet, Detailed Cash Flow, KPI Analysis & Executive Summary)

  • Expanded monthly advisory session (30-45 minutes + additional time as needed)

  • Dedicated support for complex or high-volume transactions

  • Custom tracking needs (classes, locations, multi-entity, job costing, or inventory)

  • Fully tax-ready books with proactive year-end coordination

Additional bank/credit card accounts available (custom quote)

All work performed and reviewed by a licensed CPA for accuracy and tax compliance.

Gold

MOST POPULAR

Recommended for most growing businesses that want reliable monthly support plus regular guidance.

Starting at $1097/month

Everything in Core

plus:

  • Monthly reconciliations for a typical range of business bank and credit card accounts

  • Complete monthly financial package (Profit & Loss, Balance Sheet, Basic Cash Flow Summary)

  • Monthly advisory session (up to 30 minutes)

  • Year-end preparation support & tax-ready books

  • Support for moderately complex transactions

Additional bank/credit card accounts available (custom quote)

All work performed and reviewed by a licensed CPA for accuracy and tax compliance.

Core

Perfect for small businesses and startups that want accurate, reliable bookkeeping at an accessible price.

Starting at $697/month

Core package

includes:

  • Accurate transaction categorization & coding

  • Monthly reconciliations for a typical range of business bank and credit card accounts

  • Quarterly Profit & Loss and Balance Sheet Statements

  • Bi-annual advisory check-in (up to 30 minutes)

  • Basic year-end preparation support & tax document organization

Additional bank/credit card accounts available (custom quote)

All work performed and reviewed by a licensed CPA for accuracy and tax compliance.

Additionally, I offer:

Proactive Advisory Services

Practical insights and guidance drawn from clean financial records to support better business decisions.

This includes financial analysis and

proactive tax planning for select clients.

Available only to my existing bookkeeping clients.

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Click Here To Discover More Bookkeeping Solutions

Need something different?

Do you need a clean-up, catch-up, or help with setting up your QuickBooks Online accounts?

Ready to move forward?

Let’s discuss which bookkeeping package or custom service is the best fit for your business.

Contact Me
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Before filling out this form, please review the Services/Pricing page so you can see the scope and investment ranges. Reply with any questions you have after reading it, and we’ll set up a short discovery conversation if it looks like a fit.