Bookkeeping Services

Micro Bookkeeping

Starting at $225/Quarter

Perfect for new vet tech business owners who don’t have a huge volume of transactions yet—but still want to stay on top of things and feel confident come tax time.

Only for: Service-based sole proprietors or LLCs with up to one bank account and fewer than 100 transactions per quarter.

Includes:

1. Categorize income & expenses

I’ll track what’s coming in and going out—even if it’s just a few transactions—so you can see what’s making money, what’s costing you, and where to focus next.

2. Reconciling all bank and credit card accounts

I’ll match your records to your statements, so your money is right where it should be—no missing income or surprise expense.

3. Quarterly financial reports with a video walk-through

You’ll get easy-to-understand reports and a quick video summary, so you actually know what your numbers mean—and what to do next.

4. Bookkeeping reminders to keep you on track

I’ll check in each quarter with gentle reminders and helpful tips, so you don’t fall behind or feel lost with your numbers.

5. Support for your tax preparer (yep, even at this level!)

When it’s time to file your taxes, I’ll make sure your numbers are ready—so your tax preparer has everything they need to get it done fast and get it done right, eliminating your tax season stress!

Monthly Bookkeeping

Starting at $150/month

Perfect for established vet tech who's ready to hand off the numbers completely—so you can get back to doing what you do best: caring for animals and growing your business.

Only for: Service based sole proprietors or LLCs with more than 1 bank account, savings account, and/or any credit cards.

Includes:

1. Categorize income & expenses

I’ll track what’s coming in and going out—so you can see what’s making money, what’s costing you, and where to focus next.

2. Reconciling all bank and credit card accounts

I’ll match your records to your statements, so your money is right where it should be—no missing income or surprise expenses.

3. Monthly financial reports with a video walk-through

You’ll get easy-to-understand reports and a quick video summary, so you actually know what your numbers mean—and what to do next.

4. Support for your tax preparer

5. Unlimited email support

Have a question about your numbers, or just need help understanding something? I’m here whenever you need me!

Rescue Plan

Monthly rate × # of months to clean up + one-time rescue fee (equal to one month)

Perfect for busy vet techs who are behind on bookkeeping, feeling stressed and overwhelmed trying to catch up or who need a full clean-up before moving forward.

Only for: Service based sole proprietors or LLCs who are new or established business owners.

Includes:

1. Catch-up on past months

I’ll go back through every transaction to show you exactly how much you’ve really earned, what’s draining your income, and where things can improve—so you can finally make decisions based on real numbers, not guesswork.

2. Fix errors & re-categorize

I’ll clean up confusing or mislabeled transactions, so your books finally make sense—even if you’ve never understood them before.

3. Reconciling all bank and credit card accounts

I’ll match your records to your statements, so your money is right where it should be—no missing income or surprise expenses.

4. Life-changing reports

I’ll send easy-to-read reports that actually tell the story of your business—what’s working, what’s not, and how to grow without burning out.

5. A smooth transition to ongoing support

Once you're caught up, you’ll be ready to roll into regular support—no more playing catch-up or stressing about tax season ever again!