What I Can Do For You


Bookkeeping Services

Cloud-Based Bookkeeping

Our cloud-based bookkeeping services, utilizing QuickBooks Online, are your ticket to a more efficient and precise financial management system. We’re here to help you streamline your bookkeeping procedures, ensuring that every financial transaction is accurately recorded and easily accessible. With our assistance, you’ll have a crystal-clear picture of your organization’s financial state at your fingertips, enabling you to make informed decisions and chart a course for financial success. Say goodbye to the hassles of traditional bookkeeping and embrace the convenience and accuracy of our cloud-based solutions.

Monthly Bookkeeping Services

Monthly Services Typically Includes
  • Recording financial transactions (sales, purchases, receipts, payments, etc.)
  • Bank and credit card reconciliations
  • Monthly journal entries as needed (accruals, prepayments, etc.)
  • Preparation of monthly management reports (Balance Sheet, Income Statement and Statement of Cash Flows) along with a 1 hour consultation to review reports
  • Email & Phone Support

Bookkeeping Clean Up

Bring Your Books Up-to-Date

Occasionally, amidst the hustle of managing your business, bookkeeping can fall by the wayside. The resulting backlog can be daunting and anxiety-inducing, especially when tax season or financial decisions loom. I’m here to relieve you of that weight and restore order to your financial records.

Clean Up Tasks
  • Document Gathering: We begin by collecting all necessary documentation to ensure nothing is overlooked.
  • QuickBooks Online Integration: Next, we integrate your bookkeeping system with QuickBooks Online, streamlining the process for enhanced efficiency.
  • Data Entry: We meticulously enter all relevant data into QuickBooks Online.
  • Transaction Categorization: Transactions are systematically categorized for clarity and accuracy.
  • Error Rectification: We address errors, eliminate duplicates, reconcile accounts, and make any necessary adjusting entries to ensure data integrity.
  • Account Reconciliation: Bank and credit card accounts are meticulously reconciled.
  • Financial Statements: Finally, we produce comprehensive financial statements including the Balance Sheet, Income Statement, and Statement of Cash Flows to provide you with a clear financial snapshot of your business.


What Are the Next Steps?

Step 1: Discovery Call

Contact me to set up a Discovery Call. This is a brief Zoom meeting to learn about your business, your current bookkeeping struggles, and to answer your questions and explore how we can work together.

Step 2: Diagnostic File Review

Next, we will review your current books and create a custom proposal for the specific needs of your business. We believe in customizing each proposal to fit your specific needs.

I look forward to learning if I can work with you to achieve that harmonious balance we are all looking for!