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Services

Running a small business shouldn't mean struggling with spreadsheets or second-guessing your numbers. At Pacific Rise Financials, I help entrepreneurs, solopreneurs, and local businesses in Oregon and SW Washington gain financial clarity and peace of mind. Let me help you get to the next level!

Bookkeeping Plans

Micro Essentials — $149/mo

  • Up to 2 accounts, ~≤75 txns/mo

  • Monthly reconcile • Basic P&L + Balance Sheet

  • Email support (≤1 business day)
     

Starter — $199/mo

  • Up to 3 accounts, ~≤150 txns/mo

  • Saved reports • 1 Loom update/month
     

Core — $289/mo

  • Up to 4 accounts, ~≤300 txns/mo

  • Month-end checklist • Quarterly 30-min review

  • Coordination with your tax pro
     

Plus — $399+/mo

  • Up to 6 accounts, ~≤600 txns/mo

  • Priority responses • Light AR/AP (by agreement)
     

Add-ons

  • Payroll management: $100/mo (≤5 emp) • $140/mo (≤10 emp) • +$8/emp

  • AP processing: $100/mo (≤50 bills) • +$40 per +50

  • AR invoicing: $100/mo (≤50 invoices) • +$40 per +50

  • Sales tax filing: $75/quarterly • $110/mo (monthly filers)

  • Training for QuickBooks Online: $129/60-min • $349/3-pack

  • 1099 prep: $10/contractor (min $99; rush +$50)
     

Cleanups & Catch-up
Flat quote after a quick file review, or book a Books Reboot Day: one focused day to reconcile accounts, fix mis-categorizations, tune QBO settings, and leave with a simple month-end routine. $300 retainer to reserve; $600 total.

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