Clean books, clear reports, and a CPA who explains them.
When your bookkeeping is done well, everything feels lighter. Your numbers are organized, your questions get answered, and you stop worrying about whether something was missed. I take care of the details and help you understand what your numbers mean for your business, so you’re never left alone with reports you don’t know how to use.
Choose the level of support that fits
Foundations
For solo owners who want clean books and confidence in the basics.
- Bank feed integration (no merchant platforms)
- Monthly reconciliation of accounts
- Monthly Profit & Loss and Balance Sheet
- Reliable, tax-ready books
- Email support, plus access to my DIY membership community for quick questions
Insights
For growing businesses that want clarity, not just reports.
- Everything in Foundations
- Comparison Profit & Loss (monthly & year to date)
- Statement of Cash Flows
- Quarterly KPI snapshot
- Quarterly meeting (60 min)
Momentum
For owners who want to actively use their numbers to make decisions.
- Everything in Insights
- Monthly custom financial statements
- Monthly KPI snapshot
- Monthly meeting (60 min)
Start where you’re comfortable. Grow from there.
If you’re not sure where to start, that’s completely normal. Many clients begin with Foundations or Insights and move up as their business grows. I’ll help you choose a level that fits your business today and scales with you over time.
Start with a Diagnostic Review
Monthly bookkeeping starts from clean, caught-up books. If yours need some work first, I’ll review where things stand and give you a clear cleanup plan and quote.
$550–$900 · one-time
Melanie is knowledgeable, easy to work with, has helped our business for many years, she always gets things done in a timely manner, while making sure it’s correct and we are well informed.
Del J. · Business Owner
Bookkeeping that feels like having a partner on your team.
Book a free 20-minute call. I’ll learn about your business and help you find the plan that fits, with no pressure and no judgment.