Services & Pricing

Accounting that works
as hard as you do.

Ten years of financial expertise, now paired with AI tooling that eliminates grunt work and surfaces insights faster. Fixed, transparent pricing — no hourly surprises.

See the bundles

Priced on outcomes,
not hours.

Every engagement is scoped around what you're trying to accomplish — cleaner books, better visibility, a modernized workflow — and priced accordingly. You know exactly what you're getting before we start.

10+
Years of full-cycle accounting experience behind every engagement
AI
Tooling built in — not bolted on. Faster reports, fewer errors, real insight
Fixed
Transparent pricing with no hourly rate surprises or scope creep
Specialized in crypto and digital asset accounting — rare, necessary, available

Start with a bundle.

Most clients get more value — and better results — when services work together. These packages are designed around the most common goals, with bundled savings built in.

All individual services are also available à la carte. If none of these bundles quite fits, let's talk — custom scoping is always an option.
Monthly retainer

Clean Books + AI Insights

Your books, reconciled and reported — with AI doing the heavy lifting on analysis.

Includes
Bookkeeping & reconciliation
AI-enhanced financial reporting
Monthly cash flow summary
Anomaly alerts
$850/mo $1,150 Save $300/yr+
Best for: Small businesses who want clean books and real insight, not just numbers.
Retainer bundle

Crypto-Ready Books

Traditional bookkeeping plus specialized crypto accounting — fully compliant, fully tracked.

Includes
Bookkeeping & reconciliation
Crypto & digital asset accounting
Gain/loss tracking
Tax-ready annual export
$950/mo $1,150 Save $200/mo
Best for: Businesses or traders with both traditional and digital asset activity.
Coaching bundle

AI Launchpad for Solopreneurs

For solopreneurs and small businesses ready to integrate AI — from QuickBooks to daily workflows.

Includes
QuickBooks optimization
AI implementation coaching (6 sessions)
Custom prompt library
30-day adoption check-in
$2,400 $2,850 Save $450
Best for: Solopreneurs and small businesses modernizing their financial tech stack.

What's included at a glance

Service Clean Books Full Modernization Crypto-Ready AI Launchpad
Bookkeeping & reconciliation
AI-enhanced reporting
Crypto & digital asset accounting
QuickBooks setup & optimization
Financial process consulting
AI implementation coaching

Individual services.

Prefer to start with one thing? Every service is available on its own, with clear scope and pricing tiers.

Monthly retainer

Bookkeeping & Reconciliation

Full-service bookkeeping, bank reconciliations, and month-end close. Clean, accurate, on time.

Solo / microbiz$350/mo
Small business$650/mo
Growing business$1,100/mo
Retainer or project

AI-Enhanced Financial Reporting

AI-automated reports, anomaly detection, and cash flow forecasting. Insight where it counts.

Starter (monthly add-on)$275/mo
Standard (full suite)$500/mo
One-time dashboard build$1,500–$2,500
Retainer or quarterly

Crypto & Digital Asset Accounting

Specialized bookkeeping for crypto transactions, DeFi activity, and tax compliance.

Quarterly cleanup$650/qtr
Annual compliance$1,800/yr
Monthly monitoring$500/mo
One-time project

QuickBooks Setup & Optimization

From initial setup to workflow automation — configured correctly from the start.

Basic setup$800
Full setup + training$1,600
Complete optimization$2,800
One-time project

Financial Process Consulting

Audit your current workflows and implement AI-driven solutions that reduce manual work.

Workflow audit$1,200
Implementation package$2,600
Full transformation$4,500
Coaching program

AI Implementation Coaching

Hands-on guidance for solopreneurs and small businesses integrating AI into financial workflows.

Starter (3 sessions)$650
Growth (6 sessions)$1,250
Intensive (12 sessions)$2,800

Built by someone who does this.

I'm not a consultant who learned accounting from a course. This is my domain — I've spent over a decade in the work: reconciliations, financial reporting, month-end close, the whole cycle. The AI layer came later, and it came from building tools, not just reading about them.

What that means for you: faster delivery, fewer errors, and reporting that actually says something. I use the same AI tools I recommend. The coaching sessions are grounded in what's currently working, not what worked two years ago.

Before
Month-end close taking 3+ days, no visibility into cash position until close was done, spreadsheet reconciliations with no anomaly detection
After
Close completed in under 4 hours, real-time cash flow dashboard, AI flags anomalies before the owner ever sees the books
The accountant who speaks AI isn't a tagline.
It's the actual resume.

The difference shows up in the work. You get cleaner deliverables, faster turnaround, and a collaborator who understands both the financial side and the tooling — without needing to be managed through either.

Before we connect.

How does onboarding work?
We start with a quick call — 20 to 30 minutes — to get clear on where you are and what you actually need. I'll follow up with a proposal within 48 hours. Most retainer clients are up and running within two weeks. No long intake forms, no unnecessary back-and-forth.
Can I start with one service and add more later?
Absolutely. A lot of clients start with bookkeeping to get their foundation right, then layer in AI reporting once they see how much clearer things get. Bundle pricing applies at any point — if you add a service mid-engagement, you just pay the bundled rate going forward.
Do you work with businesses outside Maryland?
Yes — everything is fully remote. I work with clients wherever you are. We communicate over email, video call, or whatever platform works best for you. Location has never been a constraint.
What if my transaction volume doesn't fit a tier exactly?
The tiers are a starting point, not a rigid box. We'll look at your actual volume during our scoping call and find the number that makes sense. If you're in between, I'd rather price it honestly than shoehorn you into something that doesn't fit.

Ready when you are.

Whether you know exactly what you need or just know that something needs to change — reach out and we'll figure out the right fit.