Circular logo with a light gray outer ring and a beige inner circle. Inside the inner circle, there is a brown dot at the top center, flowing blue lines in the middle, and the word 'mnc' written in cursive. The outer ring has the text 'NUMBER'S WELLNESS' evenly spaced around the circle.

Your business needs you. Your books can lean on us.

Get dependable monthly bookkeeping and a clearer picture of how your business is doing. We’ll keep the details organized and help you understand the reports.

Text that reads 'Monthly Bookkeeping' in white cursive font on a black background.
Close-up of textured sand dunes with rippled patterns and soft shadows.
Ask about monthly bookkeeping

Monthly Services

You run your business. We’ll handle the books.

Every package keeps your bookkeeping organized, accurate, and up to date. You simply choose how much help you want understanding and using your numbers.

Girl with curly brown hair holding cellphone to her ear, smiling, while holding a laptop in her other hand.

  • Starting at $325/month

    “I just need someone to handle my books.”

    You don't want to spend your time inside QuickBooks or Xero. You want to know everything is organized, your reports are ready, and you have reliable numbers when you need them.

    Each month, we will:

    • Custom categorize your income and expenses for your business

    • Reconcile your bank and credit card accounts

    • Review your books for accuracy

    • Prepare your monthly financial reports by the 15th

    • Create simple visuals so you can quickly see how your business is doing

    • Calculate a suggested amount to set aside for estimated taxes

    • Keep your books organized and up to date

    • Deliver everything to your secure client portal

    What lands in your inbox each month:
    Your completed financial reports + easy-to-read visuals.

    This is for you if:
    You want to hand off your bookkeeping and know it's being taken care of. You’re comfortable reviewing your reports on your own and don't need a monthly explanation.

  • Starting at $475/month

    MOST POPULAR

    “I want my books handled, but I also want to know what my numbers are telling me.”

    You don't want to open a financial report and wonder what you're looking at. We'll handle the bookkeeping AND point out the numbers that actually deserve your attention.

    Each month, we will:

    • Handle everything included in Foundational

    • Take a deeper look at what your business made and spent

    • Show you where your money is going

    • Point out meaningful changes from previous months

    • Highlight expenses or financial changes worth paying attention to

    • Call out important things we notice before they become surprises

    • Give you a clearer picture of how your business is doing

    What lands in your inbox each month:
    Your financial reports + visuals + a simple breakdown of the most important things to know about your numbers.

    This is for you if:
    Your business has more moving pieces, your team is growing, or you want someone to help you understand your numbers instead of simply sending you reports.

  • Starting at $750/month

    “I want someone looking at the bigger picture with me.”

    You want more than knowing what happened last month. You want help using your numbers to decide what deserves your attention next.

    Each month, we will:

    • Handle everything included in Clarity

    • Record a personalized video walking you through your numbers

    • Set and track financial goals together

    • Track your income, spending, profit, and other numbers that matter to your business

    • Compare your progress from month to month

    • Point out areas where spending may need attention

    • Identify opportunities to improve your numbers

    • Give you clear financial goals or action items to work toward next

    What lands in your inbox each month:
    Your financial reports + visuals + personalized video explaining where you are, how you're progressing, and what to focus on next.

    This is for you if:
    You want your bookkeeping handled AND want ongoing financial guidance to help you make decisions as your business grows.

    Your final monthly investment is based on the amount and complexity of bookkeeping your business requires.

Work With Us

  • See how your business is doing.

    Use organized financial information to recognize patterns and make informed decisions.

  • Make preparation easier.

    Have records ready when it’s time to work with your tax professional.

  • Get support you can return to.

    Ask questions as they come up and build your understanding over time.

  • Josh, Registered Dietician

    "Working with Megan has been a major blessing for me and my business. I have been able to remove the bookkeeping hat and delegate it to her with complete trust. I am now able to spend more time with my clients which has increased my efficiency and allowed me to take on more clients. She is extremely quick. I highly recommend her to other business owners who want to spend more time on their craft rather than focusing on the bank end management.”

  • Kayla P.

    “Megan is very detailed about every aspect of her job. She is always willing to go above and beyond to meet my needs. She cares about her customers success and that's what makes her different. Megan is always creating new ways to make me more organized and helping take the numbers part off my plate so I can focus on what I enjoy doing. If you're thinking of starting your own business or already do then I highly recommend hiring Megan to help you stay on top of the numbers for you!"

  • Roxanne J.

    "Megan has taken care of my real estate business for several years now. She is very professional but also pleasant to deal with. Megan is meticulous about her work and really knows her business. It has been so wonderful to be able to send her envelopes full of receipts with a few notes and she makes sense of it all. She always has an updated spreadsheet available so I can really see the profit & loss of my business. Thank you, Megan!"

  • Brodie, Marketing Specialist

    "Highly recommend Numbers Wellness Co.! Megan is extremely knowledgeable in her field of work. She truly understands how businesses as a whole operate so she provides you insight you would not otherwise receive. All around great person to work with!"

  • Mallisa, Brand Designer

    “After a whirlwind of a first year in business for myself, Numbers Wellness Co. was exactly what I needed. Megan was able to comb through my entire first year of numbers, help me get a better grasp on my income vs. expenses, and has helped me streamline my processes so I know that my business is running smoothly. I’m not even a numbers person and she has helped me to better understand the trajectory and potential of my business. Working with NWC has been a very empowering process as a business owner.”

  • Alexa

    “Megan saved our stressful season of year end and tax prep when we first began to work together and made it efficient and seamless even though our books were not tidy when she started. From there it has been a weight off our shoulders to have her keeping tabs and managing the month to month as well so I know it is done without having to put much time in it myself. Its a valuable peace of mind and time savings."

  • Client J.

    "I tried several different approaches to getting my books in order: local CPA, online bookkeeper, local bookkeeper, doing it myself, etc. After all of those things failed - I found Megan! She has been wonderful and met me where I was to get things in order. I was honest with her about my struggles, and she swooped in and got things organized! It has lifted a huge weight off of my to-do list. I appreciate her attention to detail, and her personality is just right for me. I'm so thankful that I took the leap!"

The logo says 'nuc' in cursive gray text with two wavy lines underneath.

Ready to take bookkeeping off your plate?

We’ll help you keep up with the details and understand what your numbers are telling you.

Let's work together