Every price on this page is a real number — not a range that turns into "contact us for a quote" the moment you ask.
From a one-time diagnostic to a fully bundled retainer — pick the level of support that fits where your portfolio is today.
Every Bookkeeping engagement includes a live dashboard fed by a proprietary connection I built that moves data directly into Xero, plus hands-on experience streamlining data flow between property management platforms like DoorLoop and Xero.
Get your financial house in order, then keep your investors in the loop without writing a single spreadsheet formula yourself.
Sized specifically for solo attorneys and 2-attorney partnerships — past the point where a spreadsheet still works, but not yet at the size where an internal bookkeeper makes sense.
Bookkeeping here is trust-compliant from day one — monthly three-way IOLTA reconciliation, not a workaround bolted onto a generic chart of accounts.
Property management, startups, and law firms are where I've built the deepest expertise — but this isn't a closed door. General bookkeeping is available to any business, in any industry.
Every price above is all-inclusive. Here's what you'll never see as a separate line item.
Property management clients: owner distribution wires are included regardless of volume.
No hourly billing, for any client, ever. You know exactly what you'll pay.
Standard reporting, questions, emails, and quick calls are included in every plan.
Adding new properties, accounts, or entities doesn't trigger a surprise setup charge.
Ongoing plans (Bookkeeping, Advisory, or the Monthly Investor Update Package) begin the first full month after your engagement letter is signed. One-time diagnostics and setups are billed separately, upfront.
We'll revisit pricing together as you grow. Any fee change comes with 30 days written notice — you'll never be surprised by an invoice.
Reach out anyway. Property management, startups, and law firms are where I've built the deepest expertise, but I'm always happy to have a conversation and see if there's a way to help.
Ongoing monthly plans require a minimum 3-month commitment, which gives enough time to properly clean up and optimize your books before settling into steady-state maintenance. One-time diagnostics and setups have no ongoing commitment attached.
Invoicing runs through Xero with ACH bank transfer via Stripe. Monthly invoices are due on the 1st. Invoices unpaid after 15 days incur a 1.5% monthly late fee.
If the specific services listed here aren't quite the right fit for your business, I'm still happy to connect, learn more about what you do, and see if there's another way I can help — even if that's just a conversation, not an engagement.
Schedule a free 30-minute consultation to discuss your needs and get a firm quote.
Schedule a Free Consultation