Services
Bookkeeping from the first entry to the CPA handoff
Every service is overseen by me, start to finish. Pick the one that fits where your books are today, or we can combine them.
For new businesses and new systems
Bookkeeping setup
Starting a business, or moving off spreadsheets or old software? A good setup saves you from a cleanup later.
I’ll set up QuickBooks Online, QuickBooks Enterprise or another system that suits your business. Then I’ll show you where everything lives so you’re never guessing.
What's included
- Help choosing the right software for your size and industry
- Chart of accounts built around how you earn and spend
- Bank and credit card feeds connected
- Rules so recurring transactions land in the right place
- Opening balances entered and checked
- A walkthrough of your new books
For books that fell behind
Bookkeeping cleanup
A few months behind or a few years behind, I’ve seen it before and I can fix it.
I start with a review so you know exactly what’s wrong and what it will take. Then I work through it account by account until your books match your bank statements.
What's included
- Bank, credit card and loan accounts reconciled
- Miscategorized transactions corrected
- Duplicates and old uncleared items cleared out
- Undeposited funds and opening balance equity sorted out
- Clean profit and loss and balance sheet you can rely on
- A short summary of what I fixed and why
For ongoing peace of mind
Monthly bookkeeping
Your books stay current every month, so you always know where you stand.
I handle the routine work and send you clear reports. If something looks unusual, I’ll point it out so it never becomes a surprise at tax time.
What's included
- Transactions categorized every month
- All bank and credit card accounts reconciled
- Monthly profit and loss and balance sheet
- A quick note on anything that needs your attention
- Answers by phone or email when questions come up
For tax season
Year end package for your CPA
Everything your CPA needs, organized and ready, so your return gets done without the back and forth.
I close out the year, pull the reports your CPA asks for, and I’m happy to talk with them directly. You don’t have to play messenger.
What's included
- Final reconciliations through end of year
- Profit and loss, balance sheet and general ledger
- Trial balance ready for review
- Vendor list for 1099 reporting
- Loan and fixed asset details pulled together
Software
I work in the software you already use
Most of my clients are on QuickBooks. If you use something else, call me and we’ll talk it through.
- QuickBooks Online
- QuickBooks Enterprise
- Other accounting systems
Not using anything yet? That’s fine. I’ll recommend what fits and set it up for you.
Not sure which service you need?
Tell me where your books are today. I’ll tell you where I’d start.