Keep your financial records accurate and up to date — every single month. Transaction categorization, account reconciliation, and organized records so you always know where your business stands.
Book a Free Consultation
Every month, I handle your transaction categorization, account reconciliation, and record maintenance so your books stay clean and current. You'll get organized financial records that make tax time simple and give you a clear picture of how your business is doing.
We start with a quick consultation to understand your business. From there, I set up a consistent monthly rhythm — categorizing transactions, reconciling accounts, and keeping everything organized in QuickBooks Online. You get regular updates and reports so you always know where you stand.
Monthly bookkeeping is ideal for any small business that wants reliable, ongoing support. Whether you're a solo entrepreneur or a growing team, having a dedicated bookkeeper means you can focus on what you do best.
At least once a month. Monthly is the minimum for catching errors while they're still easy to fix, reconciling against your bank statements, and knowing your real profit. Businesses with lots of transactions do better with weekly updates — and either way, you'll always have up-to-date numbers to share with your tax preparer.
Cash accounting records income when money hits your account and expenses when you pay them. Accrual accounting records income when you earn it and expenses when you owe them, even if no money has moved yet. Most small businesses start on cash because it's simpler; accrual gives a truer picture once you're sending invoices and paying bills on terms. I can keep your books on whichever method your tax preparer recommends.
Bank and credit card statements, receipts for expenses, invoices you've sent, payroll records, 1099s and W-9s, and copies of every tax return you file. I recommend keeping them for six years — longer than the IRS's usual three, to be safe. Attaching receipts directly in QuickBooks Online is the easiest way to stay organized.
Bookkeeping is the ongoing work of recording and organizing every dollar that comes into and goes out of your business. Without it, you can't know whether you're actually profitable, you'll overpay or underpay taxes, and tax season becomes a scramble. Clean books are also what banks and lenders ask for when you want a loan.
More answers on the full FAQ page.
Book a free consultation and let's talk about how I can help your business.