Bookkeeping That Grows With Your Business.
Investing in quality bookkeeping gives you clarity and confidence as your business grows. Consistent, accurate books support better decision-making, smoother tax preparation, and fewer surprises down the road.
Thoughtful, personalized bookkeeping that keeps your financials clear, organized, and ready for the next step.
Ongoing Bookkeeping Services
Reliable bookkeeping that keeps your financials accurate and organized, with consistent attention to detail and clear reporting. You’ll always know where things stand, without having to manage the day-to-day bookkeeping yourself.
What’s included:
Accurate month-end financial statements
Monthly bank and credit card reconciliations
Diligent maintenance of your general ledger
Transaction categorization and well-maintained chart of accounts
Year-end ready books for your CPA or tax professional
Clear communication and ongoing support
Optional add-on services are listed below.
Catch-Up & Clean-Up Bookkeeping
If your books are behind, disorganized, or just not where they should be, I’ll help bring everything up to date. This service is designed to get your financials back on track with a clear plan and a steady, judgement-free approach.
What’s included:
Review of existing bookkeeping and account structure
Cleanup of miscategorized or missing transactions
Bank and credit card reconciliations for prior periods
Organized financial statements once clean-up is complete
A clear path forward for ongoing support, if needed
QuickBooks Set-Up or Clean-Up
Whether you’re starting fresh or working with an existing file that needs attention, I’ll help get your QuickBooks set-up correctly and organized from the start. This service ensures your books are structured in a way that supports accurate reporting, smoother bookkeeping, and easier collaboration with your CPA or tax professional.
May include:
New QuickBooks Online set-up
Review and clean-up of your existing QuickBooks file
Chart of accounts set-up or restructuring
Opening balance review and adjustments
Connection of bank and credit card accounts
Support with app connections and integrations, as needed
ADD-ON: Payroll Coordination & Support
Payroll support designed to keep things running smoothly and accurately, without adding unnecessary complexity. I work alongside your payroll provider to ensure payroll activity is properly recorded and aligned with your books.
May include:
Payroll set-up support with your chosen provided (i.e. Gusto or ADP)
Review of payroll entries for accuracy and consistency
Recording payroll transactions in QuickBooks
Coordination with payroll reports and filings
Ongoing support as payroll-related questions come up
Payroll support is typically offered as an add-on to “Core Bookkeeping Support” package and scoped based on your business needs.
ADD-ON: Sales Tax Filing Support
Sales tax filing support to help keep filings accurate and timely. I work with the information from your books to prepare and file sales tax returns, ensuring amounts are calculated correctly and aligned with your financial records. (This service covers sales tax filing only and does not include audit representation.)
May include:
Review of taxable vs. non-taxable sales
Preparation and filing of sales tax returns
Coordination with sales tax agencies, as needed
Recording sales tax payments in QuickBooks
Ongoing support for sales tax questions
Sales tax filing is typically offered as an add-on to “Core Bookkeeping Support” package and scoped based on your business needs.
Working Together
Each engagement is thoughtfully scoped prior to pricing to ensure the level of support aligns with your business’s needs. Fees are based on transaction volume, complexity, and scope of services.
Accounts Receivable & Accounts Payable Management
Keeping track of incoming and outgoing payments is essential to maintaining healthy cash flow. This service helps organize and monitor invoices and bills so there is always clear visibility into what’s owed, what’s due, and what has been paid. Proper management of receivables and payables helps reduce missed payments, maintain strong vendor relationships, and keep financial records accurate and organized.
May include:
Monitoring and tracking customer invoices and outstanding balances
Recording and applying customer payments
Organizing and maintaining accurate receivable records
Reviewing and entering vendor bills in QuickBooks
Tracking bill due dates and payment activity
Recording vendor payments and maintaining payable records
Maintaining organized accounts receivable and payable activity within QuickBooka
Let’s talk through your needs and see what makes sense.