Bookkeeping that keeps up.
Three focused services with one goal: records that are accurate, organized and current all year long. Each service includes, but is not limited to, what’s listed.
Monthly Bookkeeping
A steady monthly rhythm that keeps your books accurate, organized and current.
- Accounts Receivable & Accounts Payable
- Bank & Credit Card Reconciliation
- Transaction Categorization
- Adjusting Journal Entries, as needed
- Receipt Maintenance
- Monthly Financial Reports
Books Cleanup & Catch-up
Months, even years, behind? Let’s bring your books up to date.
- Reviewing months to years of past transactions
- Fixing errors
- Clearing out old accounts payable & receivable
- Reconciling accounts
- Any other cleanup needed to bring your books up to date
QuickBooks Cleanup, Setup & Support
Get QuickBooks working the way your business actually runs.
- QuickBooks setup
- QuickBooks cleanup
- Chart of Accounts setup
- Creating rules and automations
No tax returns. That’s on purpose.
Tax preparation is not part of my services, and that is by design. I specialize in bookkeeping: keeping your financial records accurate, organized and current all year long. I would rather do one thing exceptionally well than offer everything under one roof.
That focus frees you to run your business, and when tax season arrives, your tax professional gets clean, reliable records and everything needed to file your return efficiently.
Ready for books you can trust?
Tell me a little about your business and where your books stand. I’ll take it from there.
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