Our Services
Straightforward bookkeeping services built around accuracy, consistency, and clear communication—so you can focus on running your business with confidence.
Monthly Bookkeeping
Includes:
✔ Monthly transaction categorization and matching
✔ Bank and credit card reconciliations
✔ Fixed Asset & Depreciation Tracking
✔ Financial Statement Preparation (Month-End & Year-End Reporting)
We keep your books clean, accurate, and consistently maintained—so you always have a clear picture of your business. With reliable monthly processes and responsive support, you can trust your numbers without having to manage them yourself.
✔ Coordination With Your Tax Professional
✔ Month-end review
✔ Routine bookkeeping support and communication
Catch-Up
Includes:
✔ Bring your books up to date
✔ Accurate transaction categorization
✔ Bank and credit card reconciliations
✔ Clear financials you can rely on
Behind on your books? If your books are mostly in order but behind, we’ll get everything up to date quickly and correctly. This is a one-time project with a clear finish—so you can move forward with confidence.
Cleanup
If your books are up to date but inconsistent, inaccurate, or just don’t add up, we’ll step in and fix the issues. We go through your records, correct errors, and leave you with numbers you can actually rely on.
Includes:
✔ Identify and correct errors
✔ cleanup and recategorize transactions
✔ Reconcile accounts and fix discrepancies
✔ Accurate financials and peace of mind
Additional Services
These services can be added to your bookkeeping package as needed.
We’ll keep invoicing, customer payments, and outstanding balances organized so your cash flow stays visible and on track.
✔ Customer invoicing
✔ Payment application
✔ Collections support
✔ Aging review
We'll keep your bills, vendor payments, and payables organized so nothing falls through the cracks and payments are made on time.
✔ Bill entry and coding
✔ Vendor management & W-9
✔ Payment processing
✔ Outstanding bill review
We'll help keep payroll running smoothly so employees are paid accurately and records stay organized.
✔ Payroll processing
✔ Payroll tax payments & filings
✔ Payroll setup & configuration
✔ Payroll reporting support
We'll manage the 1099 filing process from start to finish so nothing gets missed and filing deadlines stay on track.
✔ Vendor review and identification
✔ 1099 preparation and filing
✔ Recipient copy distribution
✔ Fixed pricing per form
We provide additional support beyond routine bookkeeping services. This service is available as needed and billed hourly.
✔ QuickBooks support & setup
✔ Training & coaching
✔ Troubleshooting assistance
✔ Hourly, as-needed assistance
Ready to get started?
Whether you need ongoing bookkeeping, help catching up, or simply have questions, I'd love to learn more about your business and recommend the right solution for your needs.
No pressure. Just honest advice and practical recommendations.