Services:
🗓️ Consultation
Free
Let’s schedule a free discovery call to talk about your business, your current bookkeeping setup, and where you want to go. Whether you're DIY-ing your books in Excel, totally behind, or just need help getting organized — I’ll give you clear, actionable next steps to move forward.
You’ll walk away with:
✔ Personalized advice (even if you’re not ready to hire)
✔ A better understanding of your financial picture
✔ A judgment-free chat with a Fresno-based bookkeeper who gets it
📆Quarterly Bookkeeping
Starting at $250/month
For business owners who don’t need help every month but still want to stay on track. With this quarterly service, you get peace of mind knowing your books are being maintained and cleaned up every few months — keeping you tax-ready without the overwhelm.
You’ll get:
✔ All transactions categorized and reviewed
✔ Reconciliations for your linked accounts
✔ Quarterly Profit & Loss and balance sheet
✔ A clean snapshot of your financials every 3 months
✔ Optional quarterly check-in to go over your numbers
This plan is perfect for businesses with fewer transactions, seasonal cash flow, or those who want to stay hands-on but need expert eyes on their books regularly.
📈 Ongoing Small-Scale Bookkeeping
Starting at $200/month
This is perfect for solo business owners and service-based businesses who want consistent, professional bookkeeping — without committing to a full accounting firm or bloated monthly retainers.
You’ll get:
✔ Weekly or monthly categorization of all transactions
✔ Reconciliation of 2–4 business accounts
✔ Up-to-date Profit & Loss (P&L) statement each month
✔ Integration with QuickBooks Online or Found
✔ Clear recordkeeping for tax prep, funding applications, and more
✔ Unlimited email support for basic questions or needs
This package is ideal for businesses like hairstylists, estheticians, nail techs, designers, and tradespeople who want to spend less time stressing about numbers and more time running their business.
💼 Ongoing Full-Service Accounting
Starting at $1,000/month
Need more than just transaction tracking? This comprehensive service is for growing businesses with more complexity — like managing invoices, contractors, multiple accounts, or team expenses. We handle the numbers while you handle the business.
You’ll get:
✔ Entry of bills and outgoing payments
✔ Invoice creation and Accounts Receivable tracking
✔ Full reconciliation of all accounts (bank, credit, PayPal, Square, etc.)
✔ Ongoing Accounts Payable support
✔ In-depth monthly reporting and cash flow tracking
✔ Optional forecasting, budgeting, or custom dashboards
✔ Regular calls to review reports and identify growth opportunities
If you're ready to scale or feel like you’re outgrowing DIY spreadsheets and patchwork systems, this is for you.
🛠 Add-Ons and Extras
Need something custom? You can add these services to any plan or build your own:
🧹 Catch-up bookkeeping (custom quote)
🧾 Tip tracking system (perfect for beauty pros)
🗂 1099 contractor tracking and prep
💡 Monthly check-in calls for added strategy
📊 Custom Google Sheets dashboards or visual reports
💻 QuickBooks Online setup or cleanup

Let’s work together.
Interested in working together? Fill out some info and we will be in touch shortly! We can't wait to hear from you!