Services

Bookkeeping Services Built Around Your Business

Every service is designed to give you clean books, clear reports, and one less thing to worry about.

01

Monthly Bookkeeping

Clean, accurate, up to date books every single month. You'll always know where your business stands.

  • Transaction categorization
  • Monthly bank & credit card reconciliation
  • Monthly P&L and Balance Sheet
  • Accounts receivable/payable tracking
  • Direct email/phone access
02

QuickBooks Setup

Starting fresh? I'll get your QuickBooks Online set up correctly from day one so your books actually reflect your business.

  • Full QuickBooks Online setup from scratch
  • Chart of accounts customized to your business
  • Bank feed connections
  • Initial training walkthrough
03

QuickBooks Cleanup

Inherited a mess? I'll audit your existing books, fix what's wrong, and get everything reconciled and tax-ready.

  • Full audit of existing books
  • Correcting miscategorized transactions
  • Reconciling months (or years) of backlog
  • Getting your books tax-ready

Not sure which service you need?

Let's talk. A quick conversation is usually all it takes to figure out the right fit.