Get Clean Books and Stress - Free Tax Filing - Without the Headache
Monthly bookkeeping + income tax preparation for busy small businesses and individuals.
Book Your Free 30 Minute Consultation
Monthly Bookkeeping
Ongoing monthly bookkeeping to keep your financial records accurate, organized, and tax-ready.
Includes:
Transaction categorization
Bank and credit card reconciliations
Profit & Loss and Balance Sheet reporting
Services
Clean-Up & Catch-Up Bookkeeping
One-time bookkeeping support for businesses that are behind or need corrections.
Includes:
Historical cleanup
Account reconciliation
Chart of Accounts review
QuickBooks organization
Income Tax Preparation
Professional income tax preparation for individuals and small business owners.
Includes:
Federal tax return
State tax return
Electronic filing
Secure document upload
Monthly Bookkeeping
Basic — $250 / month
Plus — $400 / month
Premium — $650 / month
Custom pricing available for higher-volume businesses.
Final pricing confirmed after consultation.
Pricing
Clean-Up & Catch-Up Bookkeeping
One-time projects starting at $650
50 % deposit required prior to start.
Income Tax Preparation
Simple Individual - $150
Individual + Self-Employed - $275
Complex - starts at $400
Pricing based on complexity
$50 discount for monthly bookkeeping clients.
Every business is different — and that’s okay.
We’ll help you choose the right service level.
Additional Services & Hourly Support
Services that fall outside monthly bookkeeping plans & income tax preparation packages.
These services are billed at an hourly rate.
Hourly Rate: $100 per hour
Examples may include:
QuickBooks cleanup or troubleshooting
Historical transaction research
Account corrections or reclassification
Software support or setup assistance
IRS or state notice review (non-representation)
Special reporting requests
Hourly services billed in 30-minute increments approval required prior to work starting.
Who We Are
Hi, I’m Cami — the owner of Collaborative Bookkeeping Services, LLC.
I’m a U.S. military veteran with over 20 years of experience in financial management, accounting operations, and internal controls across federal and private-sector environments.
Today, I help small business owners stay organized, confident, and tax-ready through accurate monthly bookkeeping and reliable income tax preparation.
My approach is simple:
Clean books
Clear reporting
No surprises at tax time
Clients appreciate my attention to detail, responsive communication, and commitment to doing things right the first time.
Cami Clayton
Veteran-Owned Business
QuickBooks Online ProAdvisor
Serving Lee’s Summit & Kansas City Metro
FAQs
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We specialize in QuickBooks Online.
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We categorize and reconcile your transactions each month and prepare your Profit & Loss and Balance Sheet reports.
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We provide monthly bookkeeping services, with communication available as needed throughout the month.
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Most clients connect their bank and credit card accounts directly to QuickBooks. If preferred, documents can also be shared securely through email or cloud-based tools.
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Reports are typically delivered by the 10th business day of the following month.
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That’s okay — we offer clean-up and catch-up bookkeeping services and will guide you through the process.
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No. We focus on bookkeeping and tax preparation services only.
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Yes. We prepare individual income tax returns, including Schedule C for sole proprietors.
We do not prepare:
Partnerships (Form 1065)
S Corporations (Form 1120-S)
C Corporations (Form 1120)
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No. Monthly bookkeeping services are billed month-to-month.