Services
Simple, practical automation for the bookkeeping work you do every week.
Starter
One Automation
Pick the task that wastes the most time. I automate it end to end.
- One automation (e.g., receipts into QuickBooks)
- Setup in your own accounts
- Short training video
Starting at $500 setup + $100/month support
Growth
Bookkeeping Automation Bundle
The three automations most small businesses need.
- Receipt & expense capture
- Invoice payment reminders
- Monthly financial summary report
- One month of hands-on support
Starting at $1,200 setup + $200/month support
Custom
Full Workflow Review
For churches, nonprofits, and growing businesses with more complex needs.
- Review of your full bookkeeping workflow
- Custom automations built around your process
Pricing after a free consultation
Tools I work with
QuickBooks Online, Google Workspace, Microsoft 365, Gmail, Outlook, Make, Zapier, n8n, and leading AI models.
Your data stays yours
Automations run in your own accounts. I follow strict confidentiality and sign an NDA with every client.
Not sure which one fits?
Start with a free 30-minute Automation Audit and I’ll recommend the right option.