Mesa · East Valley · Phoenix metro

Bookkeeping for Mesa and East Valley service businesses.

Monthly bookkeeping from a licensed CPA based right here in Mesa, who works online and explains what your numbers mean.

Starting at $397/month · Month to month · Free File Health Check to start

Kristin Winstanley, CPA, talking through numbers with a business owner at her desk

A Mesa CPA for the business you built here

I'm Kristin Winstanley, a licensed CPA based in Mesa (85202). I do monthly bookkeeping for women running service businesses: coaches, consultants, creatives, wellness practices, agencies and local service pros.

Everything runs online, so there's no driving across the valley to drop off a shoebox. But if you want someone local who understands running a business in Arizona, that's me.

Service area

Where I work

East Valley and Phoenix metro businesses, plus clients anywhere in the US.

Overhead view of Kristin's desk with a notebook, laptop and rotary phone

Arizona books, kept tax-ready

Arizona service businesses run into their own questions, from whether Arizona's transaction privilege tax (TPT) applies to what you sell, to getting a clean year-end package to your preparer before filing season gets tight.

I keep your books organized so those questions are easy to answer, flag anything in your numbers that suggests you should ask, and hand your tax preparer a year-end package they can work from. I don't prepare or file returns myself.

Pricing

The same three plans, wherever you are

Books in Flow

starting at$397/month

Simpler service businesses. One business, up to 100 transactions a month, up to 3 accounts.

  • Monthly categorization and reconciliation of every account
  • Monthly close on a predictable date
  • Profit & loss and balance sheet
  • Receipt workflow set up for you
  • One plain-English sentence on the biggest change each month
  • Year-end package for your tax preparer
  • Finance Flow Lab community access
  • Email replies within 3 business days

No monthly call at this level.

Start with a File Health Check

Profit Pulse

starting at$1,197/month

Established businesses with several offers. One business, up to 300 transactions a month, up to 6 accounts.

  • Everything in Know Your Numbers, Plan Your Pay, plus:
  • A monthly Decision Lab
  • A rolling 90-day cash outlook
  • Offer Profitability System and a quarterly offer profit review
  • KPI dashboard
  • Quarterly budget-versus-actual review
  • Priority private channel with replies within 1 business day

$1,497/month for higher-complexity setups.

Start with a File Health Check

Prices shown are starting points. Your monthly price adjusts to your transaction volume, number of accounts and any add-ons, and it’s confirmed in writing after your File Health Check. Every plan is month to month with 30 days’ notice, plus a one-time $250 onboarding fee. Cleanup, if you need it, is quoted separately.

Mesa bookkeeping questions

My work runs online, which keeps it fast and flexible for busy owners. Your Money Ritual happens on video, or as a recorded walkthrough if you prefer.

No. I'm based in Mesa and love working with East Valley businesses, and I also work with service businesses anywhere in the US.

No. I don't prepare or file tax returns. I keep your books clean all year and send your tax preparer a year-end package.

My monthly bookkeeping starts at $397, $697 or $1,197 a month, adjusted to your transaction volume, accounts and any add-ons. It's month to month, with a one-time $250 onboarding fee. Cleanup for books that are behind is quoted after a free File Health Check.

Mesa business owner with messy books?

Start with a free File Health Check. I look at your real file and send you a written read.

See if we're a fit