● QuickBooks Certified ProAdvisor with Payroll Certification
● B.A. in Finance & Business Administration
● 9 years in banking at U.S. Bank — personal and small-business lending, credit, and cash flow
● 2+ years operating Biz Bookies for Lane County small businesses
● Direct referral network to local CPAs for tax season and complex filings
Pricing scales with transaction volume and complexity. Custom quotes available for businesses outside these ranges.
Best For: Sole proprietors, freelancers, side businesses
Monthly Transactions- Up to 75
Bank & Credit Card Reconciliation: Monthly
Financial Statements (P&L, Balance Sheet): Quarterly
QuickBooks Setup & Categorization: Included
Payroll Processing: Add-on
Bank-Ready Reporting for Loans/Credit: NA
CPA Referral & Tax-Season Coordination: Included
Best For: Established small businesses, LLCs
Monthly Transactions- Up to 200
Bank & Credit Card Reconciliation: Monthly
Financial Statements (P&L, Balance Sheet): Monthly
QuickBooks Setup & Categorization: Included
Payroll Processing: Add-on
Bank-Ready Reporting for Loans/Credit: On request
CPA Referral & Tax-Season Coordination: Included
Best For: Growing businesses, multiple accounts/streams
Monthly Transactions- 200+
Bank & Credit Card Reconciliation: Monthly
Financial Statements (P&L, Balance Sheet): Monthly
QuickBooks Setup & Categorization: Included
Payroll Processing: Included (1-10 employees)
Bank-Ready Reporting for Loans/Credit: On request
CPA Referral & Tax-Season Coordination: Included
Included in monthly packages, additional charges for overages
Billed within monthly packages above
Prior-period cleanup, backlogged books
Based on employee count and pay frequency
One-time onboarding or staff training
Leverages banking background for lender-ready reports
GET STARTED Every new client starts with a free 30-minute consultation to review your current books and recommend the right package. Contact us through bizbookies.com to schedule.
Direct experience underwriting and evaluating credit from the bank's side of the table — helping business owners build, repair, and present credit profiles that get approved.
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Full credit profile review, improvement plan, and lender-ready documentation
Monthly monitoring, credit-building strategy, and quarterly lender check-ins
Connecting the financial, operational, and technology pieces of a business so they run as one system instead of scattered tools.
Process mapping, tool evaluation, strategic planning sessions
End-to-end setup connecting accounting, CRM, and operational tools
Ongoing strategic check-ins and systems optimization
Practical, process-driven sales support — building repeatable pipelines rather than one-off tactics.
Sales process review, pipeline audits, team coaching sessions
CRM setup, pipeline design, sales process documentation
Recurring sales coaching and pipeline reviews
Every new consulting engagement starts with a free 30-minute discovery call to scope the right tier or project. Contact us through bizbookies.com to schedule.
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