Our Services

Services that keep your books accurate, current, and useful.

From monthly maintenance to catch-up projects, I provide the bookkeeping support your business needs to make confident financial decisions.

Monthly Bookkeeping

What's included:

Bank/credit card reconciliations
Consistent categorization & rules
Month-end review and close
Financial reporting package (P&L, Balance Sheet, trends)

Best for:

Owners who want clean monthly numbers without DIY time.

Monthly Bookkeeping

Cleanup

Cleanup

What's included:

Bring books current
Fix mispostings and inconsistencies
Reconcile past periods
Create a stable baseline going forward

Best for:

Owners who are behind, switching bookkeepers, or preparing for financing/taxes.

QuickBooks Online Setup & Reset

What's included:

Chart of accounts structure
Bank feed setup + rules
Products/services and workflows aligned to your operations
Handoff training for "who does what"

QuickBooks Online Setup & Reset

AP/AR Support

AP/AR Support

What's included:

A/P tracking + bill workflow support (not bill-paying approvals unless agreed)
A/R tracking, invoicing workflow support, payment posting integrity

Payroll Support (bookkeeping side)

What's included:

Clean posting to the correct accounts
Mapping and review so payroll hits the books properly
Clear responsibility boundaries and client checklist approach

Payroll Support (bookkeeping side)

What I do / don't do

I collaborate with your CPA to ensure your books are ready for tax preparation.

I do not file your taxes
I do not provide legal advice

Not sure what you need? Schedule a Free Evaluation.

I'll help you figure out what you need and how I can help.

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