Services

At Willamette Way, every service is built on the same foundation.

You get trusted clarity about your numbers (so financial statements are never a mystery again), continuous improvement that removes waste and increases profitability, delivered through a genuine, real partnership, because your success is personal to me.

Whether you’re a solo owner or leading a growing team, my monthly packages are designed to meet you where you are today and scale effortlessly as your Oregon business thrives.

Scroll down to see the packages, or just grab your favorite mug and let’s have a quick coffee (virtual or in-person). I’d love to get to know you and your business.

Find a better way.

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Simple Start

Establish your clean financial system for compliance and peace of mind.

  • 75 Monthly Transactions

  • Bank / CC Accounts: Up to 2

  • Monthly Reconciliations

  • Financial Statements: Quarterly P&L, Balance Sheet

  • Support: Response within 2 business days

$199 / month*

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Foundation

Receive timely strategic guidance to build systems that scale with your business.

  • 150 Monthly Transactions

  • Bank / CC Accounts: Up to 3

  • Monthly Reconciliations

  • Financial Statements: Monthly P&L, Balance Sheet, Cash Flow

  • Support: Response within 2 business days

  • Consultations: Monthly Financial Review – 30 min of proactive collaboration

$299 / month*

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Catalyst

Achieve command over cash flow, with consultation to boost efficiency and profitability.

  • 300 Monthly Transactions

  • Bank / CC Accounts: Up to 6

  • Monthly Reconciliations

  • Financial Statements: Monthly P&L, Balance Sheet, Cash Flow, AP & AR Monitoring

  • Support: Response within 1 business day. Priority support

  • Consultations: Monthly Financial Review & Strategy Sessions – 90 min. flexible, you decide

  • Custom Metrics & Dashboard: Identify and track 4 key metrics that drive profit.

  • AP Processing: Up to 30 bills

    $549 / month*

If you don’t know how many monthly transactions you have, I can help you figure that out! We can also discuss which plan might be right for you. Just reach out!

*Onboarding Fee

A $249 one-time fee applies to all plans. It ensures our partnership is setup for success and includes:

  • Business Deep Dive: We’ll discuss your business model, challenges, and priorities for improvement and growth.

  • Customized Chart of Accounts: Build a structure to ensure your books provide accurate and actionable reporting.

  • Systems Integration: Complete the technical installation—connecting your bank and credit card accounts to the secure QuickBooks Online platform.

  • Workflow Setup: Review the processes we will use for our work together so we can immediately get started, minimizing delays and maximizing efficiency.

Monthly Add-on Services

  • Extra transactions over limit: $1 per item

  • Extra bank / CC accounts: $35 reconciled

  • 4 custom metrics w/ live dashboard: $99

  • Extra bill payments over limit (Catalyst only): $4 per item

Cleanup / Catch-up Bookkeeping

  • Light: 1-3 months behind, 300 max transactions: $499 flat

  • Standard: 4-6 months behind, 900 max transactions: $1,299 flat

  • Deep: 7-12 months behind, 3,600 max transactions: $3,499 flat

  • Extra transactions over limit: $1 per item