Monthly Financial Partnership That Keeps You in the Know
Stop wondering where your money went and start knowing exactly where your business stands. Our Monthly Financial Partnership goes beyond basic bookkeeping—you get organized books AND the insights to understand what your current financial data reveals about your business, so you can make strategic decisions with confidence.
Investment: Starts at $200/month
Never seem to have time for bookkeeping
You're juggling client work, family responsibilities, and a dozen other things. You need someone to handle your books AND help you develop systems you can actually keep up with.
Want to know if you're making money
You need more than just organized reports—you want to understand what your financial data reveals about your real profitability, cash flow patterns, and business health.
Dread tax time because your records are a mess
Your books feel confusing or intimidating, and you're tired of avoiding them. You want someone to organize everything AND explain what it all means for your business.
Want strategic partnership, not just data entry
You don't want someone to quietly do your books and disappear. You want a partner who helps you understand your financial story and supports your business goals.
This Service Is Perfect If You:
Is This Partnership Right for You?
This IS for You If:
You want to understand what your financial reports reveal, not just receive them
You're looking for someone who will explain things in plain English, not accounting jargon
You want insights and guidance that help you make better business decisions
You're ready to stop avoiding your numbers and start using them strategically
You value partnership and want someone who truly gets the challenges you're facing
This ISN'T for You If:
You just want someone to quietly do your books and send you reports without any explanation
You prefer a hands-off, transactional relationship with little or no communication
You're not interested in understanding your financial data or learning from it
You don't want strategic insights or business guidance
You're looking for the cheapest bookkeeping option regardless of value
I'm not here to just crunch numbers—I'm here to help you understand what your financial data reveals about YOUR business and how to use it to make decisions with confidence.
What's Included
Core Monthly Services
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Complete monthly bookkeeping and reconciliation
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Bank and credit card reconciliation
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Accounts payable and receivable management (if desired)
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Monthly insights explaining what your data reveals about business performance
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Sales tax preparation and reporting (if applicable)
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Receipt organization and expense tracking
Strategic Partnership & Communication
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Monthly financial review and insights
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Cash flow assessments
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Written financial insights and trend analysis
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Custom reports tailored to your business goals
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Proactive communication about financial patterns and opportunities
Additional Services
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Tax-ready financial statements and year-end reporting
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Business goal alignment and strategic planning
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Expense optimization suggestions
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QuickBooks® training and guidance
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1099 tracking and organization for year-end
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Tax-ready financial statements and reports
Benefits & Features
Real-Time Financial Clarity
QuickBooks® set up to give you up-to-date financial data whenever you need it. No more wondering where you stand—everything is current and organized.
Tax Readiness
Work with a pro who sees the complete picture of your business finances and can guide you toward better choices and time-saving strategies.
Reclaim Your Time
30 days of email and phone support included with each monthly service. Plus, you get your time back to focus on what you do best.
Professional Accuracy
I provide quarterly accuracy checks and reviews of your financial data to catch discrepancies and ensure everything is properly categorized and organized.
Strategic Partnership
I provide insights that help you spot trends, understand cash flow patterns, and make strategic choices based on what your current data reveals about your business.
Scalable Service
Our service grows with your business. Consulting and strategic services are always available as your business evolves and needs change.
“Andrea is more than a vendor—she's a partner, and any business would be lucky to have her in their corner... beloved by clients and coworkers alike—not only for her skill but for her calm, friendly demeanor and genuine care.”
- Maren Hogan, Small Business Owner
Frequently Asked Questions
Ready to Understand Your
Financial Story?
Schedule a free Financial Clarity Call to discuss your monthly bookkeeping needs and get a custom quote.
During your call, we'll discuss your current bookkeeping situation, what's working and what isn't, and how I can help you move from financial confusion to strategic confidence. Monthly Financial Partnerships start at just $200/month.