GET CLARITY IN YOUR FINANCES

monthly bookkeeping services and financial peace of mind

Monthly Bookkeeping Packages

  • I’ll make sure every categorization is in the right place, accurate and ready for taxes. 
  • Packages include categorization of transactions, reconciliation of all accounts, customized monthly reports and video explanations/insights into your reports each month.
  • For businesses with fewer transactions, quarterly services are also available.

VIP option: add a monthly Deep Dive call with me to take a closer look at your reports together.  VIP Quarterly Bookkeeping services are also available.

Historical Clean-up and Catch-up

Fallen behind with your bookkeeping?

Are your books in a mess and you’re not sure where to start cleaning them up again?

I can help you get your books back on track and accurate again!

HISTORICAL CLEAN-UP AND CATCH-UP​

Fallen behind with your bookkeeping?

Are your books in a mess and you’re not sure where to start cleaning them up again?

I can help you get your books back on track and accurate again!

DIY Bookkeeping Packages

For those who need help getting started so they can do their books themselves:

  • Customized for your situation, I’ll get your books up to speed and teach you how to keep them that way.
  • Includes a regular monthly check-in with me for the duration of your package

Additional Services

  • Annual 1099-NEC filing
  • Payroll services via my partnership with Gusto

...needed a clean slate...

I’m so thankful I found Kristen! I had let my books get out order as a new business owner, and I knew I needed a clean slate. She cleaned up my books, provided me with quick videos on how to resolve future bookkeeping items, and answered any questions I had. What was even better was that she did this quickly and professionally at a really affordable price. I can’t recommend her enough!

RACHEL STEIDL
FINANCIAL COACH, MY FINANCIAL FLUENCY