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.
Cleanup & Catch-Up
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.
QBO 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"
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