Ongoing monthly bookkeeping to keep your records accurate and up to date.
Transaction categorization
Bank & credit card reconciliations
Monthly financial reports (P&L, Balance Sheet)
Behind on your books or messy records? I help bring everything back into order.
Past-due bookkeeping
Error corrections
Organized, CPA-ready books
Setup and support for businesses using QuickBooks Online.
New company setup
Chart of accounts review
Ongoing QBO support
Clear, consistent monthly reporting
Secure handling of financial information
Professional bookkeeping standards
Communication you can understand
Coordination with your CPA or tax preparer