CLEAR. ORGANIZED. RELIABLE.

Stay focused on running your business while your books stay organized and up to date.

Services may include:

✔ Transaction categorization
✔ Bank and credit card reconciliations
✔ General ledger maintenance
✔ Financial statement preparation
✔ Monthly review and reporting

Behind on your books? You're not alone.

I'll help identify issues, correct errors, reconcile accounts, and bring your records up to date so you can move forward with confidence.

Ideal for:

✔ Businesses with incomplete records
✔ Tax-time preparation
✔ QuickBooks file cleanup
✔ New bookkeeping engagements

Accurate books start with accurate account balances.

✔ Bank reconciliations
✔ Credit card reconciliations
✔ Identification and correction of discrepancies

Keep money moving smoothly through your business.

Services may include:

✔ Customer invoicing
✔ Payment tracking
✔ Vendor management support
✔ Accounts payable monitoring

Payroll is more than issuing paychecks. Accurate payroll records are essential for financial reporting, tax compliance, and understanding your true labor costs.

Services may include:

✔ Coordination with payroll providers
✔ Payroll transaction recording and reconciliation
✔ Payroll liability tracking
✔ Employee onboarding support
✔ Payroll reporting review
✔ Assistance with payroll-related bookkeeping

Understand the story behind your numbers.

Reports may include:

✔ Profit & Loss Statements
✔ Balance Sheets
✔ Cash Flow Reporting
✔ Customized financial summaries

Get your QuickBooks Online account configured correctly from the start.

Services may include:

✔ New company setup
✔ Chart of accounts design
✔ Account mapping
✔ Workflow optimization
✔ QuickBooks training and support

Experience supporting businesses that rely on multiple systems and payment platforms.

Examples include:

✔ Point-of-sale integrations
✔ Payment processor reconciliation
✔ Workflow improvements
✔ System troubleshooting