Services

What I can do for you

Bookkeeping Services

Monthly Bookkeeping

  • Recording, classifying, and posting transactions
  • Reconciling account balances
  • Financial statement preparation
  • Includes monthly explanation of current books
  • Year-end financials for tax preparer
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support at every stage

Historical Clean-Up

Are the books set up but a mess? Leave it to me. I can clean up prior months or years and get your books accurate with best practices for bookkeeping moving forward.

Catch-Up

Never set up your accounting software or are you just behind on your books? Rest assured knowing I can get you up to date for accurate bookkeeping and best practices moving forward.

Set-Up and Training

Quick Books Online set up and training for new business owners who want to take on the role of bookkeeping.

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My Process

After we meet for your free consultation where I get a better understanding of the state of your books, I will then create a tailored proposal for recommended services and/or clean-up for your specific business needs. Then, we will meet for a second meeting and I will go over the proposal with you at no cost. Here, I can answer any questions or concerns you may have. The proposal will then be effective for up to 45 days. If you decide to move forward, payment will be required at the time of signing an engagement letter and the agreed upon services will start immediately.

My Pricing

Monthly prices are tailored and structured to fit your specific needs. My pricing is a fixed monthly fee that you can expect rather than varying hours. Cleaning up several months and/or years is an investment and payment plans are offered if needed.