How it works:
Set-up +
Ongoing Support
Once you’re ready to move forward, I’ll gather the details and documents I need to get everything organized and officially start your bookkeeping services!
03.
Proposal
After our discovery call, you’ll receive a personalized proposal that outlines the bookkeeping services that fit your business best - transparent, simple, and tailored just for you.
02.
Discovery call
01.
We’ll talk through your business, your goals, and where bookkeeping support can make the biggest impact.
Contact for a custom quote - investment varies depending on your business needs
Bookkeeping packages
- Categorizing/coding all expenses and income
- Reconciling bank accounts
- Receipt management
- Financial reports: Balance sheet, Profit and Loss, and Statement of Cashflows
- 1099 filings
- Annual reports for taxes/collaboration with your CPA
- Unlimited support via email
Monthly + quarterly
Add-ons
Contact for a custom quote - investment varies depending on your business needs
- Catching up and correcting your financial records to ensure everything is accurate, organized, and up to date
- Quickbooks setup
- Creation of chart of accounts
- Income and expense category set up
- Connect bank and credit cards
Bookkeeping Clean-Up
Bookkeeping set-Up
Frequently Asked Questions
I use QuickBooks Online, a trusted and secure platform that keeps your financial data protected with bank-level encryption. If you don’t have QuickBooks yet or use another system, I’ll help you get everything set up (or transitioned) so it’s simple and efficient. All client information is kept strictly confidential - your privacy and trust are always my top priorities.
4. What software do you use & is my information secure?
Pricing depends on your business size and transaction volume, but my packages are designed to be transparent and all-inclusive - no surprise fees. After your free consultation, you’ll receive a custom quote that fits your specific needs.
3. How much does bookkeeping cost?
I don’t prepare tax returns directly, but I keep your books accurate, organized, and ready for tax season. I can also refer you to a trusted CPA partner, making the process from bookkeeping to filing simple and seamless.
2. Do you file taxes too?
I handle your ongoing bookkeeping remotely - recording transactions, reconciling accounts, and keeping your books accurate and tax-ready. I work with small businesses across all U.S. states, providing clear monthly/quarterly reports so you always have insight into your business finances. I also offer optional meetings to review your numbers and answer questions, helping you make confident, informed decisions.
1. What does a virtual bookkeeper actually do?
“I don’t know what I’d do without Alicia and her bookkeeping expertise! As a small business owner focused on growth and serving my clients, she takes the stress of managing my finances completely off my plate. Alicia makes everything so seamless and always takes the time to explain things clearly. I’m beyond grateful for her support!”
- Lash Artist from BellaJul Lash Co.
“I don’t know what I’d do without Alicia"
"Alicia takes the financial and administrative tasks off my plate so I can stay focused on the work that I love doing. Beyond just keeping the books organized, she provides clarity and peace of mind, making me feel supported and less alone in running my business. 5 stars obviously. 10/10 would recommend."
- Battery Consultant from Potential Energy Tech
"She provides clarity and peace of mind"
“Working with Alicia has been a game-changer for our business. From managing our books to helping us stay ahead on taxes and expenses, Alicia has made our financials clearer and more streamlined than ever. Highly recommend her to any small business that wants reliable and proactive bookkeeping support.”
- Ryan from Charles River Construction
“Working with Alicia has been a game-changer"
Sound familiar?
Messy or out-of-date books?
I’ll clean things up and get everything organized, accurate, and easy to understand.
Falling behind each month?
I’ll handle your ongoing bookkeeping so you can stay consistent - no more catch-up stress and no scrambling when tax season comes around.
Not sure what your numbers actually mean?
I’ll send simple monthly summaries so you always know exactly where your business stands.
Too busy running your business to deal with receipts and reports?
I’ll take bookkeeping off your plate so you can focus on what you love most.
Feeling overwhelmed or anxious about finances?
I’ll bring calm, clarity, and confidence to your books!
