PRICING
You’ll know what it costs before you hire me.
Fixed monthly fees, set in writing before you enroll. No hourly billing, no surprise invoices at the end of a busy month, and no charging you extra because your books took longer than expected.
✓ Plans from $350/month
✓ Flat fee, no hourly billing
✓ Month-to-month, no long contract
✓ You always work directly with me
Monthly bookkeeping plans
Clear books, dependable reporting, and a monthly process built around the needs of your business or nonprofit. Every plan is quoted from your actual books — the figures below are starting points.
Ledger
Clean monthly books and statements you can hand to your tax preparer.
from $350/month
BEST FIT IF
You're a service business with 1–2 bank accounts and under ~200 transactions a month, no inventory and simple or no payroll.
✓ Dependable monthly reconciliations
✓ Monthly financial statements
✓ Clean records ready for tax time
✓ Managed in QuickBooks Online
FULL MONTHLY CLOSE
Close
A documented close each month, with a balance sheet you can rely on.
from $900/month
BEST FIT IF
You have payroll, AP/AR activity, or several accounts and you need numbers accurate enough to make decisions on, not just file taxes with.
✓ Everything in Ledger
✓ Documented monthly close process
✓ Balance-sheet accuracy
✓ Accounts receivable tracking
✓ Cash flow reporting
FUND ACCOUNTING
Nonprofit Close
Fund and program tracking, with reporting your board and funders expect.
from $1,000/month
BEST FIT IF
You're a nonprofit tracking restricted funds, grants, or multiple programs and reporting to a board.
✓ Everything in Close
✓ Fund and program tracking
✓ Board-ready reporting
✓ Grant-supporting financial information
✓ Preparer-ready Form 990 schedules, when scoped
ANALYTICS INCLUDED
Controller
Management-level reporting and analytics for a more complex operation.
from $2,000/month
BEST FIT IF
You run multiple entities, carry inventory, or need job costing, and your CPA needs a real counterpart on your side.
✓ Everything in Close
✓ Multi-entity, inventory or job costing
✓ Management-level reporting
✓ Custom Power BI dashboards
✓ Direct CPA coordination
Every plan includes: your books managed in QuickBooks Online so your data is always current and accessible, monthly reporting delivered on a set schedule, and direct access to me — not a support queue. Catch-up work for prior months is quoted separately, so a backlog never inflates your monthly fee.
Why I’m not the cheapest option in Cleveland
You can find monthly bookkeeping for less. Here's what you're paying for instead.
01
Your books become a dashboard
After decades building software, I connect your books directly to real-time financial dashboards. You see cash flow and expenses as they happen instead of waiting for a year-end surprise. Many bookkeepers only hand you a PDF.
02
You talk to the person doing the work
No account managers, no offshore team, no ticket numbers. The person who reconciles your accounts is the person who answers when you ask why margins slipped last month.
03
Your data actually gets used
A background in data analytics means your financials don't just get recorded, they get put to work — clean, reconciled books plus a clear picture of where your money is going and where your business is headed.
Onboarding & setup
from $500
Getting your chart of accounts, bank feeds and monthly process set up properly from the start.
Cleanup & catch-up
from $500
Quoted after a diagnostic, so the price reflects the actual condition of your books — never guessed at up front.
Custom Power BI dashboards
Add-on
Available as an add-on to any plan, or included at the Controller level.
How to get started
Nobody should commit to a monthly fee sight unseen — including me. Here's the path from first call to a fixed price in writing.
A free 20-minute call
Tell me what's going on with your books and what you need. If I'm not the right fit, I'll say so and point you somewhere better. No cost, no pressure.
A paid Books Review
I look at your actual books before quoting a monthly fee. This is how you get a real number instead of an estimate that changes later.
Your fixed monthly fee, in writing
Based on what the review found. You decide from there, with no obligation to continue.
STEP 2: WHERE PRICING GETS SET
Books Review
$500
Fully credited toward onboarding when you enroll within 30 days so if we work together, the review effectively costs you nothing.
✓ 90-minute scoping session
✓ QuickBooks Online health review
✓ Written findings with recommended next steps
✓ Your fixed monthly fee, established before onboarding
What determines your fee
Two businesses with identical revenue can take very different amounts of work. Rather than guess, I price on what actually drives the effort.
Monthly transaction volume How much activity runs through the books
Number of financial accounts Bank, credit card, loan, merchant
Complexity of the books Entities, classes, funds, inventory
Payroll and AP/AR activity Volume and how it's handled
Reporting requirements Board, grant, lender or management reporting
Condition of existing records How much needs correcting first
A paid Books Review establishes the fixed monthly fee before onboarding ,so the number you're quoted is the number you pay.
Pricing Questions
Why isn’t there one flat price for everyone?
Because the work genuinely differs. A one-person consultancy with a single checking account and a nonprofit tracking four restricted grants are not the same job. Quoting both the same price means one of you is over paying. The Books Review exists so your number reflects your books.
I’m several months behind. Does that change my monthly fee?
No. Catch-up work is quoted separately as a one-time project, so a backlog doesn't permanently inflate what you pay every month. Once you're current, you move onto the normal monthly fee.
Is the $500 Books Review refundable?
It's credited in full toward onboarding when you enroll within 30 days. If you decide not to move forward, you keep the written findings and the QuickBooks Online health review, which are yours to use however you like.
Am I locked into a contract?
No. Monthly plans are month-to-month. The point of publishing pricing is that you shouldn't need a contract to know what you're getting.
Do you work with businesses outside of Northeast Ohio?
Yes. I work with small businesses, nonprofits and independent professionals across Northeast Ohio and remotely throughout the country, including sports and arts organizations.