For New Clients

Cleanup My Books. I’ll conduct a financial audit to assess the current state of your books before scoping the project which will include a bespoke solution including cleaning up your ledger, or establishing a new one if needed. From tying out invoices to organizing your financial records, I’ll ensure everything is in order, giving you a solid financial foundation moving forward.

Starting at $2,000

For New Clients

Setup My Books. I offer a comprehensive onboarding process. I’ll set up your financials in spreadsheets, integrate your bookkeeping platform (e.g., QuickBooks), and ensure everything is ready for smooth operations. This includes setting up accounts receivable to track which clients are behind on payments, organizing payroll, and providing transparent financial sharing through platforms.

Starting at $1,000

For Existing Clients Only

Manage My Books. I’ll handle the ongoing management of your finances, including updating monthly statements, invoices, and payroll distribution. I’ll also keep track of any outstanding balances, so you’re always in the know about your financial health—allowing you to focus on your practice without worrying about the details.

**For existing clients only