Bookkeeping That
Works for You
Simple, reliable bookkeeping tailored to your needs. Choose a monthly package or pick the services you need.
Monthly Bookkeeping Packages
Choose a plan that grows with your business. All packages include personalized attention and Vermont-based service.
Trailhead
BasicFor small, simple businesses
- Bank & credit card reconciliation
- Expense categorization
- Monthly financial reports
- Email support 1x per week
Ridgeline
StandardFor growing businesses
- Everything in Trailhead
- Unlimited email support
- Accounts payable (bill tracking)
- Accounts receivable (invoice tracking)
- Monthly summary + insights
For established businesses
- Everything in Ridgeline
- Cash flow tracking
- Budgeting support
- Payroll coordination or processing
- Priority support
- Tax prep
One-Time & À La Carte Services
Need help with a specific project? These services are available as standalone offerings.
Book Cleanup / Catch-Up
Get your books back on track with a thorough review and cleanup of past records.
QuickBooks Setup
Professional setup of your QuickBooks account, customized for your business needs.
Reconciliation Only
Monthly or quarterly bank and credit card reconciliation services.
Accounts Payable / Receivable
Standalone bill tracking and invoice management services.
Consulting / Training
One-on-one guidance to help you understand your financials and improve your processes.
Free Consultation
A free 30-minute consultation to review your books and recommend the best plan for your business.
Book now
Not Sure Which Plan
Is Right for You?
I offer a free 30-minute consultation to understand your business and recommend the best fit. No pressure, no obligation.
Book Your Free Consultation