Introductory consultations are an opportunity to discuss your business, your current bookkeeping setup, and the services you're looking for. We'll also talk through any challenges you're experiencing and answer questions about working together.
Depending on your needs, I may request accountant access to your QuickBooks Online account to review your existing books and better understand the scope of work.
Once I have enough information, I'll provide a tailored proposal outlining recommended services, pricing, and next steps. There's no obligation to move forward.
I work with small businesses across a variety of industries, including service-based businesses, consultants, e-commerce companies, and real estate businesses.
Most of my clients are established businesses looking for reliable ongoing bookkeeping and financial reporting, but I also work with smaller businesses that have more limited bookkeeping needs.
Services can include monthly or quarterly bookkeeping, catch-up and clean-up projects, and additional financial administration support depending on your business's needs.
Monthly bookkeeping engagements typically range from $350–$750, with most clients investing $500–$750/month depending on transaction volume, number of accounts, and complexity.
Smaller businesses with minimal bookkeeping needs, or those requiring less frequent support, may be eligible for lower-cost arrangements.
Additional services, such as vendor payments, customer invoicing, payroll administration, and sales and excise tax filings, are scoped and priced separately.
Catch-up and clean-up projects are quoted individually based on the condition of your books and the work required.
I'll review your needs and provide a tailored proposal so you know exactly what's included and what to expect.
Most clients can get started within a few weeks, depending on the services needed and the condition of their existing books.
The process begins when you send me a message about your business and what you're looking for. I'll follow up to discuss potential next steps, which may include an introductory consultation and a review of your QuickBooks Online account.
Once we've agreed on the scope of services and completed onboarding, we can begin working together.
That’s very common. Many clients come to me when their books need cleanup or have fallen behind.
Before starting ongoing bookkeeping, I can review past transactions, correct errors, and bring your books up to date so your financial records are accurate and reliable.
Yes. I specialize in QuickBooks Online and am a QuickBooks Online Certified ProAdvisor. Focusing on one platform allows me to maintain efficient workflows and provide more reliable support to clients.
If you're currently using another accounting platform and are interested in transitioning to QuickBooks Online, we can discuss whether a conversion makes sense for your business.
Yes. I offer one-time catch-up and clean-up projects for businesses that need to bring their books up to date, correct errors, or improve the organization of their financial records.
After the project is complete, we can discuss whether ongoing monthly or quarterly bookkeeping support would be beneficial, but there's no requirement to continue with ongoing services.
Yes. I’m happy to coordinate with your CPA or tax preparer to ensure they receive clean, well-organized financial records for tax filing.
Many clients already work with a CPA, and clear communication between bookkeeping and tax preparation helps prevent issues and ensures financial information stays consistent.
Yes. I offer select business and individual tax preparation services, primarily for existing bookkeeping clients.
My main focus is ongoing bookkeeping and financial administration, so tax preparation availability is limited and evaluated individually.
If you already work with a CPA or tax preparer, I'm also happy to coordinate with them to help ensure they have the financial records needed for tax preparation.
Yes. Your accounting records always belong to your business.
You will retain full access to your QuickBooks account and financial information at all times. My role is to help maintain accurate records, organize your financial data, and provide reliable reporting so you can make informed business decisions.
My services are primarily focused on small businesses. If you’re looking for personal financial organization or bookkeeping, feel free to reach out and we can discuss whether it may be a good fit.
Blueberry Place Accounting & Advising is based in Washington State, but most bookkeeping work is done remotely using QuickBooks Online and secure cloud tools.
Because of this, I work with businesses throughout the United States. Location generally does not matter as long as your bookkeeping is managed digitally.
Yes. In addition to bookkeeping, I offer financial administration support such as vendor payments, customer invoicing, payroll administration, 1099 preparation, and sales and excise tax filings.
These services can be included in a customized engagement, with pricing based on your business's needs and the scope of work. They are not automatically included in standard bookkeeping fees.