Services & Pricing

Controller-level bookkeeping in QuickBooks Online for growing Orange County businesses. Packages start at $450/month.

What I offer

From clean monthly books to cash-flow planning and forecasting.

Monthly Bookkeeping

Accurate, up-to-date books every month, plus statements you can actually use.

  • Transaction categorization
  • Bank & credit card reconciliations
  • Payroll reconciliation
  • Monthly P&L and balance sheet

Reporting & Planning

Cash flow, budgets and forecasts, so you can plan ahead instead of guessing.

  • Cash-flow reporting
  • Budget vs. actual
  • Forecasting & financial planning
  • Monthly financial review with me

Cleanup & Catch-Up

Get current and CPA-ready, then move into monthly service if you'd like.

  • Historical transaction cleanup
  • Reconciliation of prior periods
  • Chart of accounts cleanup
  • Year-end package for your CPA

Built for growing, owner-run businesses. See who I serve.

Packages & Pricing

Controller-level books, flat monthly pricing

Every package is run by me, a former financial controller with 10 years at $25M to $250M companies and a QuickBooks Online ProAdvisor (Level 2). Your price depends on your transaction volume and number of accounts. I confirm it in writing after a free review of your books.

Prepay 12 months and save 10%

Starter Books

For new or very small businesses.

Starting at$450/mo

or $4,860/yr prepaid

Under 75 transactions/mo · up to 2 bank or card accounts
  • For sole owners and very small businesses
  • Monthly categorization and reconciliation in QuickBooks Online
  • Monthly P&L and Balance Sheet
  • Year-end package for your CPA
  • Email reply within one business day
  • No monthly calls
  • 1099 filing not included
Get a quote

Core Books

Clean, current, reconciled books for steady businesses.

Starting at$695/mo

or $7,506/yr prepaid

Up to 150 transactions/mo · up to 4 bank, card or loan accounts
  • Monthly categorization in QuickBooks Online
  • All bank, credit card and loan accounts reconciled
  • P&L and Balance Sheet by the 15th
  • Plain-English monthly summary
  • Bank rules and receipt capture set up
  • 1099 vendor and W-9 tracking
  • Year-end package for your CPA
  • Email reply within one business day
Get a quote
Most popular

Growth Books

For growing teams that need receivables, payables and a monthly review.

Starting at$1,195/mo

or $12,906/yr prepaid

Up to 350 transactions/mo · up to 8 accounts
  • Everything in Core, plus:
  • Books closed and reports by the 12th
  • Accrual-basis adjustments
  • A/R and A/P aging review and follow-up list
  • Stripe, Shopify, Square and merchant clearing reconciled
  • Payroll entries tied out to your payroll provider
  • Class, location or job tracking
  • Monthly 30-min review call with KPI snapshot
  • Up to 10 1099s e-filed
Get a quote

Controller Close

A controller-reviewed close for established businesses with more moving parts.

Starting at$1,675/mo

or $18,090/yr prepaid

Up to 700 transactions/mo · up to 12 accounts
  • Everything in Growth, plus:
  • Controller-reviewed close by the 10th business day
  • Balance sheet reconciliations: prepaids, accruals, fixed assets, loans, deferred revenue
  • Job costing and WIP, inventory and COGS, or owner and tenant ledgers, depending on your industry
  • Budget vs. actual reporting
  • Quarterly 60-min strategy review
  • Year-end coordination with your CPA
  • Priority same or next-business-day reply
Get a quote

CFO Check-in

Monthly advisory for owners who already have a bookkeeper.

Starting at$1,500/mo

Monthly retainer

Advisory only, does not include bookkeeping. Pairs with any bookkeeping plan or your current bookkeeper.
  • Monthly review of your financials, prepared by your bookkeeper or in-house team
  • 13-week cash forecast, updated monthly
  • 1-hour monthly advisory meeting
  • Email questions between meetings
  • Bookkeeping and reconciliations not included
  • Month-end close not included
  • Payroll not included
Get a quote

Fractional Controller

Controller leadership without a $150K+ hire. Works with your in-house team.

Starting at$2,500/mo

Controller Partner Plus from $4,000/mo

Monthly retainer · limited to 2 clients
  • I own your month-end close and review your bookkeeper's work
  • Monthly financial package with variance commentary
  • 13-week cash flow forecast and annual budget
  • Internal controls and approval workflows
  • Lender and bank covenant reporting
  • Coordination with your CPA and any outside reviews
  • Plus tier adds: multi-entity consolidation, KPI dashboard, system and process redesign, weekly check-ins
Talk with Stacey

My guarantee: If you're not happy after your first full month of monthly bookkeeping, I'll refund that month's fee.

Applies to bookkeeping plans only (Starter, Core, Growth and Controller Close). It does not apply to CFO Check-in, Fractional Controller, cleanup, QuickBooks setup, migration or other project work.

One-time projects

Fixed fees, quoted in writing before any work starts.

Cleanup & Catch-Up

From $395 per month behind

$1,500 minimum. Fixed fee based on months behind and complexity, set after a free file review.

  • Core-size books: $395 per month behind
  • Growth-size books: $595 per month behind
  • Controller-size books: $895 per month behind
  • 10% off when you start a 12-month plan

QuickBooks Online Setup

$750 flat

A new QBO file built the way a controller would build it.

  • Industry chart of accounts
  • Up to 4 bank and card feeds, plus bank rules
  • Up to 2 app integrations
  • Classes or locations, plus a 1-hour training session

Desktop to QBO Migration

From $895

Complex files quoted after review

Move from QuickBooks Desktop without losing history.

  • Pre-migration file review and cleanup plan
  • Conversion and chart of accounts mapping
  • Trial balance, A/R and A/P tied out
  • Inventory, job costing or multi-entity files: complex files quoted after review

Good to know

  • A transaction is any line on a bank, card or loan statement.
  • Add-ons: extra account $40/mo, each extra 100 transactions $125/mo, additional entity from $395/mo.
  • Month-to-month after the first 3 months, with 30 days' notice.
  • Work outside your package: $75/hr for bookkeeping, $125 to $150/hr for advisory. Always approved by you first.

Not included

  • Income tax preparation, filing or tax advice. I work alongside your CPA or tax preparer.
  • Audits, reviews, compilations or other CPA attest services
  • Payroll processing and bill payment (available as add-ons)
  • Your QuickBooks Online subscription, which stays in your name

Ways to work together

Simple options built around where your books are today.

Monthly Bookkeeping

Most clients choose a monthly package. After the first 3 months it's month-to-month with 30 days' notice. Prepay 12 months and save 10%.

Cleanup First

If your books are behind, I start with a flat-fee cleanup, then move you to monthly service if you'd like.

Reporting & Planning

Need more than clean books? Controller Close adds a controller-reviewed close and budgets. CFO Check-in and Fractional Controller add advisory, cash forecasting and planning.

Frequently asked questions

Common questions from business owners.

What's included in monthly bookkeeping?
Starter Books covers monthly categorization and reconciliation, a monthly P&L and Balance Sheet, and a year-end package for your CPA. Core Books covers categorization, reconciliation of every bank, card and loan account, a P&L and balance sheet by the 15th, a plain-English summary, 1099 tracking and a year-end package for your CPA. Growth Books and Controller Close add accrual adjustments, A/R and A/P review, payout reconciliations, industry reporting and review calls.
I'm a sole proprietor. Is Starter Books right for me?
Usually, yes, if you have under 75 transactions a month and no more than 2 bank or card accounts. Starter keeps your books categorized, reconciled and ready for your CPA, with replies within one business day. If you have employees, regular bills to manage, need 1099s filed or want a monthly call, Core Books is a better fit. I'll confirm the right plan after a free review of your books.
What software do you use?
I work in QuickBooks Online, and I'm a Certified QuickBooks Online ProAdvisor (Level 2). If you're on another system or a spreadsheet, I can help you move to QuickBooks Online as part of onboarding.
How do I share documents with you?
You give me secure accountant access to QuickBooks Online and connect your bank feeds. For receipts and statements, we set up a secure shared folder. Please never email full account numbers or passwords.
My books are behind. Can you help?
Yes, that's very common. Cleanup starts at $395 per month behind ($1,500 minimum). I'll review your accounts and quote a fixed fee in writing. Then I get everything current and CPA-ready.
Is there a long-term contract?
No long-term contract. After the first 3 months, service is month-to-month with 30 days' notice. If you prepay 12 months, you save 10%.
How do I pay?
Monthly fees are paid by ACH bank transfer.
What if I'm not happy?
Tell me. If you're not happy after your first full month on a bookkeeping plan (Starter, Core, Growth or Controller Close), I'll refund that month's fee. It does not cover CFO Check-in, Fractional Controller, cleanup, QuickBooks setup, migration or other project work, which is quoted as a fixed fee before I start.
What if I need help outside my package?
Extra work is billed at $75/hour for bookkeeping and $125 to $150/hour for advisory work, and always approved by you before I start.
Do you do taxes?
No. I'm a bookkeeper, not a CPA, and I don't prepare tax returns. I keep your books clean and work alongside your CPA, who handles tax filing and advice.

Not sure which package fits?

Book a free 30-minute call and I'll recommend the right starting point.

Book a free 30-minute call