Services

Download & categorize monthly transactions into QuickBooks

• Review and categorize transactions such as sales, purchases, receipts, and payments.

Bank Reconciliation:

• Reconciling bank statements with company records to ensure accuracy and detect discrepancies.

Email monthly financial statements

• Monthly correspondence regarding financial status
• Quarterly check ins or more frequent per your request

Serve as liaison between client & accountant throughout year

• I can work with your CPA/ accountant to ensure items are recorded accurately

Accounts Payable and Receivable:

• Managing invoices, payments to vendors (accounts payable), and tracking customer payments (accounts receivable).
• Bill Paying

Financial Documentation & Recordkeeping

• Organizing and storing financial documents (invoices, receipts, tax records, etc.)

Quick books Clean up

• Review of Financial Records
• Reconciliation of Accounts
• Fixing Incorrect Journal Entries
• Categorizing Transactions
• Balance Sheet Cleanup

Budgeting & Finacial Coaching - (Personal OR Business)

• Creating business budgets and financial plans
• Financial Goal Setting
• Debt Management and Repayment Plans
• Building and Improving Credit
• Financial Mindset and Habits
• Financial Accountability and Support

Pricing

Affordable Bookkeeping Services Starting at $300/Month for small business owners and up to $1,000/ for large complex companies.

At Simply Bookkeeping, I provide reliable and professional bookkeeping services tailored to meet the needs of your business. My monthly bookkeeping services start at just $300/month for small business owners and up to $1,000/ month for large complex companies, offering you peace of mind knowing that your financial records are accurate, up-to-date, and compliant.  Monthly price is based on company size.

What’s Included in my monthly Package:

• Categorizing Transactions: Track and categorize all business transactions (sales, expenses, etc.)
• Bank and Credit Card Reconciliation: Ensure your records match your bank statements for accuracy.
• Financial Reporting: Provide monthly financial reports, including Profit & Loss (P&L) statements and balance sheets.
• Ongoing Communication & Support: Monthly/Quarterly check-ins to review your financials and answer any questions.

Add-Ons starting at $50 additional per month:

For businesses with more complex needs, I offer additional services such as Accounts Payable & Receivable, Invoicing and bill pay, and Quick books setup for an extra fee.

Additional Services:

• Cleanup of QuickBooks account:
• 6 Months' worth of clean up starting at $1,250.
• 1 Year worth of clean up starting around $2,000.

**Discounts available if you sign up for monthly bookkeeping services!

• Personal Finance coaching starting at $150 includes the following and more:
• 1 hour meeting to discuss goals for your personal financial future
• Personized budget provided
• 6 months of 30-minute monthly check ins for accountability on programs towards goals.

Why Choose Simply Bookkeeping LLC?

• Affordable & Transparent Pricing: No hidden fees—just one straightforward monthly rate.
• Tailored to Your Needs: I work with you to understand your business and customize our services accordingly.

Let’s Get Started! Book your free 30-minute consultation to see how our services can benefit your business. We'll assess your needs and customize a plan that fits your budget and goals.