10+ Years Experience
QuickBooks Certified
CPA-Level Expertise
Small Business Focused
What We Do
Services Built for Your Business
From monthly bookkeeping to financial cleanup projects, we deliver tailored solutions that give you clarity, confidence, and control.
01
Monthly Bookkeeping & Financial Management
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Transaction categorization & reconciliation
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General ledger maintenance
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AP & AR management
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Cleanup & catch-up bookkeeping
02
Financial Reporting & Insights
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Monthly financial statements
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Custom management reports
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Budget vs. actual analysis
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Trend & variance reporting
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KPI dashboards
03
Payroll Support & Coordination
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Payroll journal entries
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Payroll reconciliation
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Provider coordination (Gusto, ADP)
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Employee expense tracking
04
Systems Setup & Optimization
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QuickBooks Online setup or migration
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Chart of accounts design
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Workflow automation
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App integrations
05
Financial Cleanup Projects
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Historical cleanup (months/years behind)
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Catch-up bookkeeping
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Fixing misclassified transactions
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CPA/tax filing preparation
06
Vendor & Expense Management
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Vendor tracking & scheduling
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Expense categorization
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Subscription tracking
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Cost monitoring
Investment
Transparent Pricing
Flat-rate monthly plans with no hidden fees. Every plan includes a dedicated bookkeeper and clear deliverables.
Growth
Growing businesses that need structure and visibility
$650 – $950
per month
“Stay organized, understand your numbers, run with confidence.”
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Everything in Foundations, plus:
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Vendor & expense tracking
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Subscription tracking
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Payroll entries & reconciliation
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Payroll provider coordination
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Quarterly reporting with insights
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Priority email support
Premium
Established businesses that want full support & deeper insight
$1,100 – $1,600
per month
“Full-service bookkeeping with clarity, structure, and support.”
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Everything in Growth, plus:
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Monthly financial statements (P&L, BS, CF)
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Trend & variance reporting
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Hands-on AP & AR support
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Custom management reports
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KPI-style reporting
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App integrations & workflow optimization
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Lender/investor-ready financials
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Monthly check-in call
All plans begin with a free discovery call to determine the best fit.
Final pricing is based on transaction volume, number of accounts, and scope of services.
One-Time Projects
Project-based pricing based on complexity and hours needed. Final quotes provided after consultation.
QuickBooks Setup
QBO setup or migration + chart of accounts
$500 – $800
quoted after consultation
Financial Cleanup (≤ 6 mo)
Catch-up bookkeeping & reconciliation
$1,200 – $2,000
quoted after consultation
Financial Cleanup (6–12+ mo)
Extended backlog cleanup & statement prep
$2,000 – $4,000
quoted after consultation
Systems Optimization
Workflow automation & app integrations
$400 – $750
quoted after consultation
Tax-Ready Package
Books prepared for CPA or tax filing
$750 – $1,500
quoted after consultation
Lender-Ready Financials
Clean package for loans or due diligence
$1,000 – $2,000
quoted after consultation
Lucy Mwaura
Owner & Principal Accountant
Our Story
Built for Small Business
Magnolia & Co. was founded on a simple belief: every small business deserves the same financial clarity that big companies get — without the big price tag or the jargon.
With more than 10 years of progressive accounting experience spanning corporate financial reporting, multi-entity consolidations, fund administration, and SEC compliance, Lucy Mwaura brings CPA-level expertise to every engagement — paired with the personal attention that only a boutique practice can offer.
Most small business owners didn’t start their company to chase receipts. Magnolia & Co. takes the books off your plate with accurate, timely, and transparent reporting — so you can focus on growth, not spreadsheets.
Confident
We stand behind our work
Approachable
No jargon, no intimidation
Detail-Oriented
Precision in every engagement
Empowering
We help you understand
The Magnolia Difference
Why Choose Magnolia & Co.?
We’re not just bookkeepers — we’re your financial partner.
CPA-Level Expertise
10+ years across corporate reporting, fund admin, and multi-entity operations.
Personal Touch
You’ll never be a number. We understand your business and your goals.
Timely & Transparent
Consistent deliverables, clear communication, and no surprises.
Built for Small Business
Scaled and priced for real small business budgets.
Tech-Forward
QuickBooks, app integrations, and automated workflows.
Full-Service Flexibility
From one-time cleanups to ongoing monthly management.
How It Works
Getting Started Is Simple
From first call to ongoing partnership, we make the process smooth and stress-free.
1
Discovery Call
Free 30-minute conversation to understand your needs.
2
Custom Proposal
Clear scope, timeline, and pricing tailored to you.
3
Onboarding
We set up access and collect your documents.
4
Kickoff
Thorough review, cleanup, and clean starting balances.
5
Partnership
Consistent rhythm of bookkeeping, reporting, and communication.
Insights
From the Blog
Tips, guides, and insights to help you understand your numbers and grow your business.
Debt Solutions
Debt Management Tips for Long-Term Business Sustainability
Get expert debt management tips to maintain financial health, reduce liabilities, and sustain long-term profitability.
Risk Management
Risk Management Strategies to Strengthen Financial Stability
Understand risk management tactics to protect your business from financial uncertainties and ensure steady growth.
Smart Investments
Smart Investment Planning to Maximize Business Returns
Find smart investment strategies that help businesses grow, minimize risks, and achieve higher long-term returns.
Get in Touch
Let’s Connect
Whether you’re ready to get started or just want to learn more, we’d love to hear from you.
Magnolia & Co. LLC
Boutique bookkeeping built for small businesses that want financial clarity without the corporate overhead.