CLW · SOLUTIONS SERVICES
BOOKKEEPING · ACCOUNTING · QBO
Services

Bookkeeping built around what your business needs.

Running a business is enough work. Your books shouldn't be another thing on your plate. Every engagement is shaped around where you are right now, whether that's a one-time cleanup, a fresh QuickBooks Online setup, or steady monthly support that keeps everything tied out all year long. I'm based in Wisconsin and work with small businesses across the Fox Cities, Green Bay, and nationwide, all remotely.

01 Monthly bookkeeping
Foundation · Clarity · Partner

Three ways to keep your books on track.

Monthly bookkeeping is the core of what I do. Every package keeps your QuickBooks Online file clean and reconciled. Where they differ is how much I help you read what the numbers are telling you. Start where you are, and move up when you want more.

Accurate

Foundation

Your books, done right and ready for tax time.
ForThe owner who wants accurate monthly books off their plate, without ongoing analysis.
Pricing
from $500 / month
Based on your transaction volume and complexity.
Books & reconciliation
  • Monthly transaction categorization in QuickBooks Online
  • Reconciliation of every bank and credit card account
  • Bank statements attached to each reconciliation, so your records stay audit-ready
  • A consistent monthly close on a set schedule
Reporting & insight
  • Monthly profit and loss and balance sheet
  • Year-end handoff prepared the way your CPA needs it
Advisory & support
  • Email support for questions about your books
Correct numbers, ready to file. This tier does not interpret them. That is what the next two add.
Forward-looking

Partner

A finance partner in your corner for the decisions ahead.
ForThe owner steering by the numbers, who wants to plan, not just review.
Pricing
from $1,800 / month
Based on your transaction volume and complexity.
Books & reconciliation
  • Monthly transaction categorization in QuickBooks Online
  • Reconciliation of every bank and credit card account
  • Bank statements attached to each reconciliation, so your records stay audit-ready
  • A consistent monthly close on a set schedule
Reporting & insight
  • Monthly profit and loss and balance sheet
  • Year-end handoff prepared the way your CPA needs it
  • A monthly summary in plain English: what changed and why
  • Budget-versus-actual tracking with written commentary
  • Tracking of a few key metrics that matter to your business
  • PlusCash flow forecasting, kept current
  • PlusProfitability and margin analysis showing which parts of the business make money
Advisory & support
  • Email support for questions about your books
  • A monthly check-in call to walk through your numbers
  • PlusA quarterly strategy session
  • PlusWhat-if analysis for big moves like hiring, a price change, or a major purchase
  • PlusPriority turnaround on your questions
02 Getting started
Before monthly work begins

How new clients get on solid ground.

Most engagements start with one of these. They bring your file to a clean baseline so monthly bookkeeping has something dependable to build on. Think of them as the on-ramp, not the destination.

A

Catch-up & Cleanup

Behind on the books, or working from a file someone else left in disarray? I bring it current and correct, with a scoped flat-fee quote up front, so your monthly work starts on a foundation you can trust.

See cleanup details
B

QuickBooks Online Setup

New to QuickBooks Online, or unsure your setup is right? I build the chart of accounts for your industry, connect your bank feeds, and structure the file for clean reporting from day one, ready for monthly bookkeeping to take over.

See setup details
Also available
I also help clients with QuickBooks troubleshooting and app integrations when they need them. Just reach out.
03 Not sure where to start
Response within one business day

Not sure which
one you need?

That's what the discovery call is for. We'll talk through where your business is and what would help, with no pressure, no commitment. From there I'll put together a proposal scoped to exactly what you need.