Bookkeeping Services
Simple Start
- Categorize transactions for your P&L
- Schedule C
- Reconcile accounts
Essentials
- Categorize transactions for your P&L
- Schedule C
- Reconcile accounts
- Manage Financial Statements
- P&L
- Balance Sheet
- Accounts Payable
- Accounts Receivable
- Monthly business consultation based on business needs for growth and optimization
Advanced
- Categorize transactions for your P&L
- Schedule C
- Reconcile accounts
- Manage Financial Statements
- P&L
- Balance Sheet
- Accounts Payable
- Accounts Receivable
- Monthly business consultation based on business needs for growth and optimization
- Full-service A/P & A/R management. We’ll create your bills & invoices and track payments.
My Process
Call Today
Call or submit a contact request and I’ll reach out to you to learn more about your bookkeeping needs.
Assess
I’ll review all of your accounts in depth to determine an accurate timeline and an upfront one-time or monthly estimate.
Work Together
Less stress on you at tax season, and you always know exactly where your money is going.
Frequently asked questions
What are the fees?+
Flat rate fee per month. We’ll talk about your specific business needs first and figure out how I can best serve you.
What type of bookkeeping services do you offer?+
I specialize in QuickBooks Online and I’m a QuickBooks Online Certified ProAdvisor. I’ve supported accountants on QuickBooks for a year and I work remotely, using cloud-based software for easy and secure document uploads.
How does monthly bookkeeping work?+
I record all of your business transactions in QuickBooks to produce your monthly financial statements, such as your P&L and Balance Sheet reports.
What if I need a more frequent schedule than monthly?+
I provide exemplary customer service and I’m here to serve you. I can meet more often to fit your business needs, including weekly cash meetings to help you optimize your cash flow.
When and how do I send my documents to you?+
I need your bank statements every month. I can set up your bank statements to sync automatically with QuickBooks so you can focus on your business while I handle the bookkeeping. I use secure cloud-based software and email for documents.
When do you deliver my monthly financial reports?+
I’ll have your financial reports delivered by the 10th of every month so you can plan better for your business.
What if my books are behind schedule or need a clean-up?+
Not to worry. I can help clean up any messy transactions or inaccurate records from your past — we’ll discuss the details together.
What if I need assistance for special projects?+
Sure! Let’s work together on your projects and optimize your business.
What if I need tax preparation?+
I can direct you to a CPA to provide all of your tax preparation, consulting, and strategy for your business.
