Monthly bookkeeping
Keep income and expenses organized in QuickBooks, with consistent transaction categorization and a clear view of your business activity.
Personal support. Clearer books.
Your business.
Your ambition.
Your books, handled.
You put a lot into your business. Let Avery Nam Consulting bring order to the numbers—with thoughtful bookkeeping in QuickBooks and a monthly fee that works for you.
A little less on your plate.
A lot more clarity.
QuickBooks bookkeepingA predictable monthly feeSupport that fits your business
The everyday essentials
Good decisions start
with organized books.
From the transactions coming in to the reports you rely on, get steady support with the details that can so easily pile up.
Account reconciliation
Match your books to bank and credit card statements, investigate differences, and catch the details that need a second look.
Financial reports
Understand the bigger picture with a profit and loss statement and balance sheet, plus a conversation about what the numbers mean.
Meet your bookkeeping partner
Professional care.
A personal connection.
Hi, I’m Amanda. I help business owners make room for their work by taking care of the books in QuickBooks.
Bookkeeping should feel approachable. We’ll start with where you are today, talk through what you need, and agree on support that fits your business and your budget.
You’ll have a person to ask, a clear scope of work, and a better understanding of your numbers.
Get in touch with AmandaSimple, personalized pricing
A flat fee.
A little more breathing room.
Your budget matters. Together, we’ll find a monthly fee and scope of support that make sense for your needs and what you can afford.
Your bookkeeping foundation
One agreed monthly fee.
No one-size-fits-all package. Your fee reflects your business, the work involved, and your budget. We’ll agree on what’s included before we begin and discuss any changes with you.
Find your fitBuild your monthly support around
- Transaction categorization in QuickBooks
- Bank and credit card reconciliation
- Monthly profit and loss and balance sheet
- Questions and ongoing communication
Final scope is agreed together before work starts.
A little extra, when you need it
Optional add-on services
Have something beyond the monthly essentials? Let’s discuss these separately and agree on availability, scope, and cost.
Cleanup & catch-up
Help sorting out prior months and bringing your bookkeeping up to date.
Project add-onQuickBooks setup & guidance
A more organized starting point and help understanding your bookkeeping workflow.
Project add-onInvoicing & receivables
Additional help preparing invoices and keeping track of outstanding customer balances.
Ongoing add-onBills & payables
Support organizing vendor bills and tracking upcoming payments.
Ongoing add-onPayroll support
Discuss setup or ongoing support based on your team, payroll system, and needs.
Scope agreed separatelyOther bookkeeping needs
Need inventory tracking or sales tax support? We’ll discuss the work and whether it’s a fit.
Ask about availabilityLet’s make it simple
From “where do I start?”
to a clear next step.
- 01
Tell me about your business.
Share what you do, how you use QuickBooks, and where you could use a hand.
- 02
Find the right level of support.
We’ll talk about your budget and agree on a flat fee, monthly scope, and any add-ons.
- 03
Get back to your business.
With a plan in place, we can begin organizing your books and building a consistent routine.
Frequently asked questions
A few answers
before we talk.
Have a different question? Send it through the contact form and we can talk through what you need.
Do I need to already use QuickBooks?
No. If you already use QuickBooks, we can begin with what you have. If you are not set up yet, QuickBooks setup and guidance can be discussed as an add-on.
How is the monthly fee decided?
Your monthly fee is based on your business, your budget, and the amount of bookkeeping support you need. We will agree on the scope before work begins.
Can you help catch up older bookkeeping?
Yes. Cleanup and catch-up work can be added as a separate project so your books can get organized before ongoing monthly support begins.
What reports are included?
Monthly bookkeeping support can include a profit and loss statement and balance sheet, along with a conversation about what the numbers mean.
Can I add extra support later?
Yes. Add-ons such as invoicing, bills and payables, payroll support, or other bookkeeping needs can be discussed as your business changes.
Your next chapter starts with a conversation
Let’s take bookkeeping
off your to-do list.
Tell me a little about your business and what you need.
We’ll work out the next step together.