If your books are behind, messy, or not something you fully trust, you are not alone. A lot of small business owners and solo operators reach a point where bookkeeping gets pushed aside or becomes difficult to keep up with consistently.I help get things back in order and keep them that way. This usually starts with cleaning up your existing records and bringing everything current, then moving into simple, ongoing monthly bookkeeping to keep your numbers accurate and up to date. All work is done in QuickBooks Online with a focus on reconciled accounts, clean records, and consistency month to month.The goal is straightforward: give you financials you can rely on without adding complexity or creating more work for you. I keep my client list small so the work stays consistent, responsive, and easy to manage.If you would like a free consultation please fill out the form below with a brief description and we will set up a time to chat. I look forward to meeting you.Note I do not offer tax services but can help you get your books ready for a tax preparer to review.
Services
Cleanup Services
| Scope | Description | Pricing |
|---|---|---|
| Basic Cleanup | Up to ~6 months behind, limited accounts, minor error | $1,000 - $1,500 |
| Standard Cleanup | 6 - 12 Months behind, multiple accounts, reconciliations needed | $1,500 - $2,500 |
| Complex | 12+ Months or significant cleanup required | $2,500+ |
Monthly Bookkeeping
| Scope | Description | Monthly Price |
|---|---|---|
| Basic | Up to ~ 2 financial accounts (bank + credit card), low transaction volume (≈100 or fewer transactions per month) | Starting at $400 |
| Standard | 3 - 5 financial accounts and moderate transaction volume (≈ 300 transactions per month) | Starting at $600 |
| Advanced | 6+ financial accounts or 300+ transactions / month | Starting at $900 |
Hourly / Ad Hoc ServicesHourly services are used for work outside the scope of standard bookkeeping or where the time required cannot be estimated in advance. This includes one-time requests, corrections, special projects, or additions support beyond monthly services.
| Description | Monthly Price |
|---|---|
| Hourly / Ad Hoc Services | $150 per hour |
Serving the Austin Texas AreaJames D. Yates, CPA is an individually licensed CPA with the state of Texas. This is not a CPA firm and these services are not regulated by the Texas State Board of Public AccountancyFinancial information provided is intended solely for internal management purposes. I do not perform compilations, reviews, or audits, and no assurance is expressed.