My Services
Setup ➡️ Handoff
When you need a little boost to get started.
I'll setup your Quickbooks Online account then hand the reigns to you! I'll work with you and your tax accountant to see exactly how you want things setup, and get to work creating a clean and clear path for you to manage your transactions.
Consulting
When you just need a quick hit.
Sometimes you just need a little help with that one thing (or a few) you can't quite get the way you want. Don't despair, I'm here for you!
The Nitty Gritty
(Monthly Bookkeeping)
I will setup, revamp or cleanup your current bookkeeping system. Don't have a bookkeeping system yet? Let’s figure out the best solution for you!
Once a system is in place, I'll record, organize and manage daily financial transactions to ensure that income, expenses, invoices and payroll are tracked utilizing QBO or Xero.
As a certified Intuit Level 2 ProAdvisor and a NACPB certified bookkeeper, I will handle account reconciliations, provide monthly financial statements (P&L, Balance Sheet, Equity Statement), and support any tax preparation needed as directed by your tax accountant.
Recording Transactions
Tracking daily sales, purchases, payments, and receipts.
Bank Reconciliation
Matching bank and credit card statements against internal records to ensure accuracy.
Accounts Payable & Receivable
Managing outgoing bills and incoming payments (invoicing).
Financial Reporting
Preparing regular balance sheets, cash flow reports, and profit & loss statements.
Tax Preperation Support
Organizing financial data for easier tax filing and compliance.
The Big Picture
(Monthly Bookkeeping)
Fulfill your hopes and dreams with decisions based on real-time financials. Grow profits, expand areas to increase impact based on an up-to-date, comprehensive understanding of your financial health. Be connected to your data without the drudgery of the day to day filing and recording.
No more worrying if your books are in order or if transactions are being properly recorded while at the same time basking in the glory of all the extra hours you have at your disposal. Whether that means more time to spend with your business, catching yet another of your child’s sporting events, or sipping cocktails on the beach… the world is your oyster.
