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Let Us Charm The Chaos Out of Your Books

Our mission is to charm the chaos out of bookkeeping—creating organized, stress-free financials so small businesses can focus on what they love.

We provide expert bookkeeping services designed to bring clarity to your business finances. We handle the books while you focus on growing your business and achieving your goals.

Pricing & Services

With nearly two decades of accounting experience, we handle the details of your bookkeeping with care—bringing clarity and simplicity to your finances so you can focus on what matters most in your business.

Monthly Bookkeeping - The Cozy Books Package

You focus on what you love—we’ll take care of the numbers. Our monthly bookkeeping service keeps your finances organized, up to date, and easy to understand. While you care for your clients and grow your business, we’ll keep everything tidy behind the scenes and provide clear, helpful reports each month.

Best for small business owners who handle bill pay, invoicing, and payroll themselves.
 

$300/Month + one-time $200 setup fee (if needed for accounting software)
 

  • Set up online accounting software

  • Up to 50 transactions per month

  • Organize Chart of Accounts

  • Monthly Balance Sheet

  • Monthly Income Statement

  • Prepare Year End Reports

  • Up to 2 bank or credit card accounts reconciled

Monthly Bookkeeping - The Bigger Books Package



Designed for growing businesses that need light operation support
 
$500/Month + one-time $200 setup fee (if needed for accounting software)

  • Set up online accounting software

  • Up to 100 transactions per month

  • Organize Chart of Accounts

  • Monthly Balance Sheet

  • Monthly Income Statement

  • Prepare Year End Reports

  • Up to 4 bank or credit card accounts reconciled

  • Limited AP & AR included:
    Up to 5 bills processed
    Up to 5 invoices created and applied

Monthly Bookkeeping - The Full Charm Package



For established businesses that want full bookkeeping and transaction management support.
 
 Starting at $750/Month + one-time $200 setup fee (if needed for accounting software)

  • Set up online accounting software

  • 150+ transactions per month

  • Organize Chart of Accounts

  • Monthly Balance Sheet

  • Monthly Income Statement

  • Prepare Year End Reports

  • Up to 5+ bank or credit card accounts reconciled

  • Expanded AP & AR included:
    Up to 15 bills processed
    Up to 15 invoices created and applied

Catch-up and Cleanup - The Books Charmer Reset Package

Fallen a little behind on your bookkeeping? You're not alone.
We’re here to help you get things back on track. Our catch-up and clean-up service brings order to your books so you can feel confident and in control of your business finances again.

Perfect for clean-up or one-time engagements.

Flat-rate options available upon review:
3 months: starting at $750
6 months: starting at $1,500
12 months +: contact us for a custom quote

  • Set up online accounting software

  • Record transactions

  • Organize Chart of Accounts

  • Prepare Balance Sheet

  • Prepare Income Statement

  • Prepare Year End Reports

  • Reconcile checking, savings & credit cards

Bookkeeping Training - Become Your Own Books Charmer Package

Not ready for full-time bookkeeping? Prefer handling your records yourself? We can help train business owners on best practices to reduce record keeping stress while you grow your business.

Options starting at $300 for the first month, price varies based on need.

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