30 minute Quick Consult

We'll spend 30 minutes discussing your project and see if a consulting relationship would be a good fit. If it is, this $49 will be put toward your next session fee. If it isn't and no advice or referrals are given on the call, your fee will be returned.

$49 · 30 minutes

Rona Recovery Session

Worried about the impact of COVID-19? Let's get back on track. We'll strategize budget projections, transition plans, and make sure you've applied for the right loans and funding to get you back on your feet. This session usually takes two hour long meetings.

$179 · 2 hours

1 Hour Consulting or Work Time

This is my 1 hour working or consulting block fee. If you know your project will take longer than one hour, book using the 3 hour option to save $15 on my hourly rates.

$95 · 1 hour

90 Minutes Consulting or Work Time

$142.50 · 1 hour 30 minutes

3 hours Consulting or Work Time/ 2 90 minute sessions

This is a block of time for us to discuss your project at length, go over assignments I've given you, etc. You can block 2 of these back to back if you want to have a longer session. Buying 90 minute sessions saves you $15 on my hourly rates.

$270 · 3 hours

Strategic Planning- Systems

Do you need help organizing your processes? Are you at a point where you don't know what to delegate and what to take on yourself? We'll have a clarifying conversation about how you work, what's working for you, and what needs to change. After we meet, we'll come up with a suite of systems to keep you organized and make your life easier! We'll WIP you into shape in no time! (See what we did there?) This can take anywhere from 3-6 hours depending on what you do and what you need, so we'll assess during our consultation.

3 hours

Tax Prep- Internal Client

Tax Prep IC is available only to those who are my book keeping clients. This includes a 12 month reconciliation of your books, a final profit & loss statement, a draft schedule c, and deductions recommendations for your new tax year.

$200 · 2 hours 30 minutes

Tax Prep- Independent Business

Tax Prep IB is for folks who run small businesses that keep their own books or use a book keeper other than myself. This includes a 12 month reconciliation of your books, a final profit & loss statement, a draft schedule c, and deduction recommendations for your new tax year. You can use this prep work to file on your own, or give it to your accountant to save some time & money, since an accountant charges almost triple what I do per hour for this service.

$450 · 5 hours

Monthly Bookkeeping- Level 1

Monthly bookkeeping for small businesses & nonprofits that have revenue of $200,000 per year or under. Tax prep, 990 filing, and monthly sales tax filing all available but carry separate fees. Priced at a per month rate. Monthly bookkeeping includes a 20 minute check-in conversation each month in case you have questions or I have questions about uncategorized expenses. I will produce reconciliation report, a balance statement, and a profit & loss report that will be emailed to you within 15 days of the previous month's end.

$150 · 2 hours

Monthly Bookkeeping- Level 2

Monthly bookkeeping for small businesses & nonprofits that have revenue of $200,000-500,000 per year. Tax prep, 990 filing, and monthly sales tax filing all available but carry separate fees. Priced at a per month rate. Monthly bookkeeping includes a 20 minute check-in conversation each month in case you have questions or I have questions about uncategorized expenses. I will produce a reconciliation report, a balance statement, and a profit & loss report that will be emailed to you within 15 days of the previous month's end. I work in either Quickbooks or Freshbooks, and you must be able to link your bank account with either of these tools.

$250 · 3 hours 30 minutes

Monthly Bookkeeping- Level 3

Monthly bookkeeping for small businesses & nonprofits that have revenue of $500,000-$1 million per year. Tax prep, 990 filing, and monthly sales tax filing all available but carry separate fees. Priced at a per month rate. Monthly bookkeeping includes a 20 minute check-in conversation each month in case you have questions or I have questions about uncategorized expenses. I will produce a reconciliation report, a balance statement, and a profit & loss report that will be emailed to you within 15 days of the previous month's end. I work in either Quickbooks or Freshbooks, and you must be able to link your bank account with either of these tools.

$400 · 5 hours

501 c3 Application

This service is for those who are applying for 501c3 charitable status. I will perform name clearance, file your articles of incorporation, help you right appropriate bylaws, produce board minutes forms for your board to use in the future, and expedite your federal tax ID (EIN.) This process generally takes 2 weeks from start to finish, provided you have about 2 hours of time to meet and flesh out your organization's mission statement, board member list, and other internal information. This does not include the state filing fee, which varies by state.

$600 · 10 hours

Small Business/Non-Profit Start-Up Package

This package includes a business plan with 3 year projection budget (including a draft for your approval and a final version with changes), a pitch deck you can use to show investors, donors and stakeholders what your new venture is about, 1 brainstorming and 2 business coaching sessions (1 hour each), and an application and retrieval of an EIN and/or a state tax account. This process takes 4-6 weeks depending on our mutual availability. 501c3 application process is available, but separate if required.

$2,000 · 1 day