Stay organized year‑round with accurate transaction tracking, reconciliations, categorization, and monthly financial statements.
Perfect for: Businesses that want clean books every month without the stress.
Behind on your books? I’ll bring everything up to date quickly, accurately, and judgment‑free.
Perfect for: Businesses that want clean books every month without the stress.
Customized reports that help you understand cash flow, profitability, seasonal trends, and key performance indicators.
Perfect for: Business owners who want to make better decisions.
Additional business support can be added to any package or requested separately.
Perfect for: Business owners who need a little extra help but not another employee.
Keep your books accurate, organized, and up to date — every month.
Perfect for small businesses that need consistent, reliable bookkeeping and reporting every month, so you can run your business without worrying about the numbers. With monthly bookkeeping support, you’ll receive consistent transaction categorization, reconciliations, and financial reporting, so you always know where your business stands. No more guessing — just clear financial visibility and peace of mind.
Includes:
* Monthly bank and credit card reconciliation
* Transaction categorization and reconciliation
* Loan and interest breakdowns, including depreciation expense and accumulated depreciation, if applicable
* Monthly financial statements
* Secure cloud-based bookkeeping
* Email support and check-ins
Behind on your books? Don’t worry — I help you get back on track.
Whether you’re a few months behind or haven’t touched your books all year, cleanup services bring everything current, accurate, and tax-season ready. This process is judgment-free and focused on getting you organized quickly, so you can move forward confidently. Whether you’re a few months or a few years behind, I’ll clean up your books and get everything ready for tax season or onboarding into monthly support.
Includes:
* Historical transaction cleanup
* Reconciliation of accounts
* Reconciliation of missing months
* Corrections to existing entries
* Clearing duplicate entries and fixing miscategorized transactions
* Repair chart of accounts
* Preparation accurate reports for taxes or ongoing bookkeeping
Proper reporting is critical to making sound business decisions.
These are not just spreadsheets but meaningful numbers you can use to make confident business decisions.
Includes:
* Profit & Loss / Income Statement
* Balance Sheet
* Cash Flow
* Accounts Receivable Aging
* Accounts Payable Aging
Additional support to keep your business on solid financial footing.
These services can be added to any package or purchased separately.
Options:
* Accounts Payable & Bill Processing
* Accounts Receivable & Invoicing
* Payroll Support
* QuickBooks basic online setup and training
As a Certified QuickBooks ProAdvisor with extensive experience supporting business owners in the legal, medical, scientific, and academic sectors, I understand the importance of precision, confidentiality, and reliability.
If you’re ready for clean books, clearer financial direction, and less stress — let’s talk.
I’d love to help you build a stronger financial foundation and a more profitable business.
I’m happy to provide a free estimate.