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 · Insight

Three ways to keep your books on track.

Monthly bookkeeping keeps your finances current all year, so you always know where your business stands and never face a January scramble. When your transactions are categorized and your accounts reconciled every month, you can see what's actually happening: what you're spending, what you're making, and where the money's going. 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.
ForBest for freelancers and solo owners with simple books.
Pricing
from $350 / month
Based on your transaction volume and complexity.
  • Monthly bank and card reconciliation
  • Transaction categorization with bank rules
  • Monthly financial statements
Informed

Insight

A clear monthly read on your business.
ForBest for established businesses with more moving parts.
Pricing
from $1,000 / month
Based on your transaction volume and complexity.
  • Everything in Clarity
  • Custom reports and a KPI dashboard
  • Accrual, payroll, and loan tracking
  • Monthly recorded walkthrough
  • CPA-ready books for tax time

No long-term contract. Cancel anytime.

Not ready for monthly bookkeeping?

Quarterly bookkeeping is available at 75% of the monthly rate. Clean, tax-ready books without the monthly cadence.

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. No long-term contract. Cancel anytime. From there I'll put together a proposal scoped to exactly what you need.

Schedule a Discovery Call Call or text (920) 768-6373