Monthly bookkeeping
Keep transactions organized, accounts reconciled, and your financial picture current. Know where your money went without piecing it together yourself.
Reconciliations · Categorization · Monthly reportsSmall business books. Bigger peace of mind.A clearer view
A clearer view
of your business.
Thoughtful bookkeeping and practical financial insight, so you can spend less time in the numbers and more time moving forward.
Personal service. Clear scope. Predictable monthly fees.
CMA · Certified Management AccountantMBA · FinanceSmall-business ownership experienceLocal perspective · Remote convenience
The support behind your next stepGood books.
Good books.
Better business decisions.
Whether you’re getting organized, catching up, or planning ahead, start with the support your business actually needs.
Cleanup & catch-up
Turn a backlog into a useful starting point. Review prior periods, resolve discrepancies, and bring your records up to date with a defined project scope.
Historical records · Account cleanup · SetupFinancial insight
Understand the story behind your numbers. Add budget comparisons, cash-flow planning, and focused conversations about your business priorities.
Budgets · Cash flow · Management reportingA sensible investment in claritySimple plans.
Simple plans.
Room to grow.
Choose a starting point. After reviewing your books, you’ll receive a written scope and fixed monthly quote before work begins.
Essentials
For independent professionals and simple service businesses.
Starting at
$350 / month
- Up to 75 transactions per month
- Up to 2 bank or credit-card accounts
- Monthly categorization & reconciliation
- Profit & loss and balance sheet
- Email support for bookkeeping questions
$250 one-time onboarding · First month from $600
Business
For owners who want organized books and a regular conversation.
Starting at
$550 / month
- Up to 150 transactions per month
- Up to 4 bank or credit-card accounts
- Everything in Essentials
- 30-minute monthly financial review
- Monthly cash-position summary
$250 one-time onboarding · First month from $800
Insight
For growing service businesses ready to look further ahead.
Starting at
$850 / month
- Up to 250 transactions per month
- Up to 6 bank or credit-card accounts
- Everything in Business
- Budget-to-actual comparison
- Rolling 90-day cash-flow forecast
- 60-minute monthly review in total
$250 one-time onboarding · First month from $1,100
Starting prices assume one entity, straightforward cash-basis service-business books, complete records, and current reconciliations. A transaction is one bank or credit-card statement line; transfers may appear in both accounts. Volume and complexity are reviewed before quoting. Software subscriptions, historical cleanup, payroll processing, bill payment, invoicing, inventory, and tax filings are excluded. Any scope change requires your approval; there are no automatic overage charges.
Cleanup & catch-up · $95/hourWritten estimate before work begins. Minimum project fee $350, including assessment time. No additional work beyond the approved limit.
Standalone financial planning · $125/hourBudgeting, cash-flow planning, and management reporting. One-hour minimum. Deliverables and time approved in advance.
Find your starting point
Which plan fits your books?
A quick guide for one service business. Your final quote follows a review.
Essentials is a starting fit · from $350/month + $250 onboarding.
Richard Gullette IIICMA · MBA
A person behind the numbersFinancial experience.
Financial experience.
Small-business understanding.
I’m Richard Gullette III, a Certified Management Accountant with an MBA focused on finance. My background spans finance and accounting leadership, financial reporting, budgeting, and business operations.
I’ve also owned a small business. I understand that your books need to do more than record yesterday—they should help you make sense of what comes next.
Based in Cathedral City, I provide personal bookkeeping support remotely for service businesses in Palm Springs, Palm Desert, Rancho Mirage, Indio, Coachella, and across the Coachella Valley.
Certified Management AccountantMBA · FinanceQuickBooks experience
An uncomplicated start01 / Let’s meet 02 / Set the scope 03 / Build a rhythm
From scattered to settled.
Talk through your needs.
Start with a complimentary 20-minute conversation about your business, current records, and priorities.
Know the work and the price.
Review a written proposal covering your monthly plan, onboarding, and any cleanup needed before the first close.
Get clarity you can use.
Agree on document-sharing and reporting dates, then receive organized books and reports on a consistent schedule.
A few things to knowClear from
Clear from
the beginning.
What kinds of businesses are a good fit?
Independent professionals and owner-operated service businesses with straightforward books are the initial focus. Businesses with inventory, multiple entities, complex revenue recognition, or specialized reporting need a separate scope review.
Do you prepare taxes or provide CPA services?
These services focus on bookkeeping and management financial information. Tax return preparation, tax advice, audits, reviews, and other assurance services are not included. I can organize your financial records for your tax preparer.
Can you work with my existing accounting software?
QuickBooks experience is part of my background. We’ll confirm your software and access requirements during the initial conversation. Software subscription fees remain separate. No QuickBooks, Xero, or Sage partner certification is claimed.
What if my books are behind or my workload changes?
Historical cleanup is quoted separately at $95/hour with a $350 project minimum. If transaction volume or complexity changes, we’ll discuss a revised scope and fee before additional work begins.
How will we share records and handle payments?
We’ll agree on an appropriate document-sharing method during onboarding. Please don’t send passwords, bank statements, Social Security numbers, or other sensitive financial information through this website or the consultation email. Business owners retain payment approval authority.
Your next chapter starts with clarityLet’s make sense
Let’s make sense
of your numbers.
Tell me a little about your business. We’ll arrange a complimentary 20-minute introductory conversation and find a sensible next step.
Ridge.Gullette@yahoo.com ↗Cathedral City, California · By appointment