What I Offer
Bookkeeping services
built for your business
From monthly bookkeeping to payroll and cleanup — everything you need to keep your finances clear and organized.
All Services
Everything you need,
nothing you don't.
Each service is designed to take the stress of bookkeeping off your plate, so you can focus on running and growing your business.
Monthly Bookkeeping Management
Consistent, accurate bookkeeping every month so your records are always current and ready when you need them.
- Transaction recording & categorization
- Monthly reconciliation
- Organized, audit-ready records
Bank & Credit Card Reconciliations
Ensuring every transaction in your books matches what's actually in your accounts — no surprises.
- Bank statement matching
- Credit card reconciliation
- Discrepancy identification & resolution
Accounts Payable
Stay on top of what you owe so you never miss a payment and keep vendor relationships strong.
- Bill entry & tracking
- Payment scheduling
- Vendor account management
Accounts Receivable
Keep your cash flowing with timely invoice tracking and follow-up so you get paid on time.
- Invoice creation & sending
- Payment tracking
- Aging report management
Monthly Financial Reports
Clear, easy-to-understand reports that show you exactly how your business is performing.
- Profit & Loss statements
- Balance sheets
- Cash flow summaries
Book Cleanup & Catch-Up
Behind on your books? I'll clean up the mess, correct errors, and get everything current.
- Historical data review & correction
- Backlog catch-up
- QuickBooks cleanup
Accounting Software Setup & Support
Get QuickBooks set up correctly from the start — or fix an existing setup that isn't working.
- QuickBooks Online setup
- Chart of accounts configuration
- Ongoing support & training
Payroll Management
Accurate, on-time payroll processing so your team is always paid correctly and on schedule.
- Payroll processing
- Tax withholding management
- Payroll reporting
Sales Tax & Estimated Tax Payments
Stay compliant and avoid penalties with accurate sales tax tracking and timely estimated tax payment reminders.
- Sales tax calculation & tracking
- Estimated quarterly tax payments
- Tax deadline reminders
Job Costing & Class Tracking
See exactly where every dollar goes — by job, project, or department — for smarter decisions.
- Job cost reports
- Class & location tracking
- Profitability analysis by project
How It Works
A simple process,
real results.
Getting started is easy. Here's what working with me looks like from day one.
01
Free Consultation
We meet to talk about your business, your goals, and how I can help.
02
Custom Plan
I design a bookkeeping plan tailored specifically to your business needs.
03
Setup & Onboarding
I get your books set up in QuickBooks and review any historical data.
04
Ongoing Support
Monthly bookkeeping, reports, and check-ins so you always have clarity.
Tools I work with
Industry-leading software to keep your books accurate and accessible.
QuickBooks Online
QuickBooks Payroll
QuickBooks Desktop
Microsoft Excel
Google Sheets