Our Services:

Get the Expert Support You Deserve.

Our services are designed for established businesses and ambitious startups seeking reliable, stress-free financial management. I bring years of experience handling complex accounts across various industries, ensuring your books are handled with precision. Get accurate, hassle-free financial support that eliminates the stress and overhead of hiring in-house staff, allowing you to focus completely on your growth.

A person working at a desk with financial documents, a calculator showing 236.12, a laptop, binders, glasses, and a potted plant.

Bookeeping Services

  • Keep your business running smoothly with our reliable monthly and weekly bookkeeping packages.

    We handle:

    • Daily transaction entry

    • Bank and credit card reconciliations

    • Accounts payable & receivable tracking

    • Transaction Recording

    • Balance sheets and cash flow statements

  • Behind on your bookkeeping? We can quickly bring your records up to date no matter how overdue.

    Our process includes:

    • Organizing months (or years) of past transactions

    • Correcting errors in your accounts

    • Reconciling books with bank statements

    • Preparing clean, tax-ready financial records

  • We go beyond data entry, we help you understand your numbers. Our reports provide a clear view of your financial health so you can make confident decisions.

    We deliver:

    • Profit & Loss Statements

    • Balance Sheets

    • Cash Flow Reports

    • Software Setup & Process Optimization

  • Take the stress out of payroll with our accurate and compliant processing service.

    We handle:

    • Employee salary processing

    • Tax withholding and deductions

    • Compliance with payroll regulations

    • Payroll Support: Record and reconcile payroll entries

  • While we don’t file your taxes, we ensure your books are perfectly organized for your tax professional saving you time, money, and stress.

    We provide:

    • Year-end reconciliations

    • Detailed transaction records

    • Organized, tax-ready financial statements

    • Sales Tax & 1099s

Contact Us Today

Our personalized service packages are crafted for established businesses and rising entrepreneurs who are ready to feel confident and clear in their finances. We take the stress out of bookkeeping so you can grow.

Contact us now to get your free consultation and custom quote

Our Pricing Packages

Basic Monthly Bookkeeping Package

Starting at $300–$500/month

✔ Includes:

~ 1 bank/ 1 savings account

~ 1 credit card account

~1 Loan account

~1 Merchant service account (PayPal, Venmo)

~ Up to 75 transactions per month

Mid-Level Bookkeeping Package

Starting at $500–$1,500/month

✔ Includes:

~ Up to 3 bank/savings accounts

~ Up to 2 Merchant services account (PayPal, Venmo)

~Up to 3 loan accounts

~ Up to 3 credit card accounts

~ Payroll and invoicing managed by Lotus Bookkeeping up to 5 employees/vendors

~ Accounts Payable (A/P) and/or Accounts Receivable (A/R) – pricing based on transaction volume

Top-Level Bookkeeping Package

Starting at $1,500–$3,500/month

✔ Includes:

~ Multiple bank and savings accounts

~ Up to 10 credit card/Loan accounts

~ Up to 3 merchant services accounts

~ Payroll and invoicing managed by Lotus Bookkeeping 5-25 employees/vendors

~ Accounts Payable (A/P) and Accounts Receivable (A/R)

~ Sales tax filing (quarterly or yearly, based on your schedule)

~ Inventory tracking and management

All packages include:

• Two monthly overview calls

• Unlimited email support for questions or clarification

Pricing may be adjusted as your business grows. A formal evaluation will be conducted every six months to ensure your package continues to meet your needs.

Please Note: I understand that every business is unique, and the pricing listed above serves as a general guide. Services and rates are customized to fit the specific needs of your business.

Cleanup/Catch-Up Services to Current Month

Pricing varies based on:

~ The number of months behind

~ Average monthly transaction volume

~ Payroll and vendor transactions that need to be entered

A custom quote will be provided after an initial review of your books

Business Setup Package

Starting at $500

✔ Includes:

~ QuickBooks subscription setup

~ Customized company settings

~ Chart of Accounts setup

~Bank and credit card account integration

~ Customized invoice templates

Optional Add-On:

Payroll setup - Starting at $200 + $10 per employee/vendor

Remote Training – Starting at $100/hour-Start up company only

Get personalized, one-on-one training via Zoom with screen sharing for a fully interactive experience.

On-Site Option (Local Only):

Prefer in-person support? I can come to your business or office for an additional $50 travel fee.

Custom Packages Available:

Every business is different if you don’t see exactly what you need here, we can create a custom bookkeeping plan tailored to your unique requirements and budget.