Services

Bookkeeping services, clearly explained

No jargon, no surprise scope. Here’s what I can handle for your business. Service availability and monthly options are confirmed in our first conversation — nothing is locked in until we’ve talked.

Monthly bookkeeping

Ongoing, dependable upkeep of your books each month — transactions categorized, accounts reconciled, and reports delivered on a predictable schedule.

  • Scheduled monthly close
  • Consistent categorization
  • A real person to ask questions

Transaction organization

Every transaction sorted into the right category so your books actually reflect how your business runs — no mystery line items.

  • Clean, consistent categories
  • Proper handling of personal/business mix
  • Foundations for accurate reports

Account reconciliations

Bank and credit card accounts matched to the books each month so nothing is missing, duplicated, or off by a few dollars that turns into a big problem later.

  • Bank & credit card reconciliation
  • Discrepancies caught early
  • Books you can trust

Financial reporting

Plain-language reports each month — profit and loss, balance sheet, and the few numbers that actually matter for running your business.

  • Profit & loss
  • Balance sheet
  • Highlights in plain English

QuickBooks Online support

Setup, cleanup, and ongoing help inside QuickBooks Online, backed by Intuit ProAdvisor training. Get more out of the software you already use.

  • Setup & cleanup
  • Ongoing QBO help
  • ProAdvisor-trained

Catch-up bookkeeping

Months (or more) behind? Catch-up bookkeeping gets your books current so you can move forward with clean, reconciled records from here on out.

  • Get current on backlogged months
  • Clean starting point
  • Then move to monthly support

Not sure what you need?

That’s exactly what the first conversation is for. Tell me where your books are at and I’ll suggest the right place to start.

Let’s Talk About Your Books