Services
Comprehensive bookkeeping
tailored to you
Whether you need ongoing monthly support or a one-time clean-up, I provide flexible services designed to help you focus on what you do best.
Monthly Services
Core bookkeeping package
Everything you need to maintain accurate, up-to-date financial records and make informed business decisions.
Transaction Management
Keep your accounts current and accurately categorized
- Organize and enter existing transactions to ensure accounts are up to date
- Download and classify monthly transactions in QuickBooks
- Accurately record sales, expenses, and other financial activities
Account Reconciliation & Reporting
Maintain accuracy and gain financial insights
- Reconcile all bank and credit card accounts
- Generate monthly financial reports, including Profit & Loss, Balance Sheet, and Income Statement
- Email monthly financial statements directly to you
Client Communication & Support
Stay informed and supported year-round
- Facilitate ongoing communication between you and your accountant
- Provide monthly correspondence to review financial status and answer questions
Add-On Services
Expand your support
Additional services available to complement your monthly package and address specific business needs.
Accounts Payable
Manage vendor payments and maintain healthy supplier relationships
Accounts Receivable
Track customer invoices and optimize your cash flow
Payroll Administration
Process payroll accurately using third-party software
Bookkeeping Consulting
Get expert guidance on financial processes and best practices
QuickBooks Training
Learn to navigate QuickBooks with confidence
Not Provided
Services I don't offer
To provide the best possible service, I focus on what I do best. Here are services I recommend you seek elsewhere.
Legal Advice
Please consult a licensed attorney
Tax Preparation
Work with a CPA or tax professional
In-House Payroll
Third-party software recommended
On-Site Bookkeeping
Remote services only
Pricing
How we work together
A straightforward process designed to understand your needs and deliver tailored solutions.
Book a Free ConsultationReady to get organized?
Let's discuss your business needs and find the right solution for you.
Schedule Your Free Consultation