From everyday transactions to overdue books, I handle the details that help you understand where your business stands.
• Record and categorize income and expenses
• Reconcile bank, credit card, and loan accounts
• Manage customer invoices and outstanding payments
• Track vendor bills and payments
• Prepare profit and loss statements and balance sheets
• Catch up overdue bookkeeping and resolve past errors
Choose ongoing support or a one-time cleanup, with the scope and schedule agreed on before work begins.
• QuickBooks company setup and migrations
• Customer and vendor setup
• Payroll coordination through third-party providers
• Payroll tax coordination with your payroll provider
• 1099 preparation and filing
• Business annual report and reinstatement assistance
• Notary services, complimentary for clients
Ask about adding these services to your bookkeeping package.
QuickBooks Online. Personal Bookkeeping Support.
Work directly with an experienced bookkeeper who gets to know your business and pays attention to the details.
More Time for Your Business
Hand off the transaction sorting, reconciliations, and monthly reporting so bookkeeping doesn’t keep taking over your evenings.
Understand Your Numbers
Know what you earned, what you spent, and what you owe. I explain your reports in everyday language and help answer questions about the figures.
Access Your Books Online
View your QuickBooks Online accounts from your computer, phone, or tablet. Your books are updated on our agreed schedule, so you know which periods are complete and reviewed.
Help Without Hiring an Employee
Get bookkeeping support tailored to your workload without recruiting, training, and managing an in-house employee.
Attention to What Needs Fixing
Unexplained balances and duplicate transactions deserve more than a quick glance. I investigate discrepancies and flag items that need your input.
Someone You Can Talk To
You’ll work directly with me, with communication by phone or email and video appointments available.
Let’s Talk About Your Books
Behind on bookkeeping or ready to hand off the ongoing work? Let’s discuss what you need and how I can help.
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