A bookkeeper handles the day-to-day financials—categorizing transactions, reconciling accounts, and preparing monthly reports. A CPA (Certified Public Accountant) handles tax filing, tax strategy, and complex financial planning. I keep your books clean and organized so your CPA can easily file your taxes. I don't prepare or file taxes.

I offer two straightforward monthly packages:

• Essential: $300–$400/month (for freelancers and solopreneurs)

• Professional: $450–$600/month (for growing businesses)

Both are month-to-month with no long-term contracts. The exact price depends on your business complexity (number of transactions, accounts, etc.). I'll give you a clear quote before we start.

No. I offer month-to-month agreements with no long-term commitment. You stay because you're happy with the service—not because you're locked in. If you ever want to cancel, just let me know with 30 days’ notice.

Absolutely. I offer cleanup services to get you caught up and tax-ready. Whether you're behind by a few months or a full year, I can organize your transactions, reconcile your accounts, and get your financials back on track.

Everything is done remotely. You'll connect me to your QuickBooks Online account (or I can help you set one up). I handle the monthly work—categorizing transactions, reconciling accounts, and preparing reports—and deliver your financials within 15 business days after month-end. I'm also available via email for quick questions.

Yes! I primarily serve Brooklyn and NYC, but I work remotely with clients anywhere. As long as you use QuickBooks Online and have a reliable internet connection, I can help.

Your satisfaction is my priority. I offer a first-month satisfaction guarantee—if you're not happy with my work, you don't pay for the first month. After that, you can cancel anytime with 30 days' notice.