Our Services
Bookkeeping isn’t just a year-end task—it’s essential for making informed decisions, maintaining financial health, and avoiding surprises during tax season. Every business is unique, and so are its bookkeeping needs, which is why I tailor pricing to fit the specific aspects of your business. Let’s chat to create a personalized proposal that works for you!
Monthly Bookkeeping
Complete Maintenance of your QuickBooks Online account
Customized Chart of Accounts
Categorization of income and expenses.
Reconciliation of bank and credit card accounts.
Monthly financial reports and explanation of your business’s performance via Loom or a call.
Unlimited email support to answer questions and ensure your financials are stress-free.
Year-end financials and collaboration with your tax preparer
Historical Clean Ups
Review and correction of past financial records
Identification and resolution of discrepancies or errors.
Organization and categorization of uncategorized transactions
Reconciliation of bank and credit card accounts.
Preparation of clean financials for taxes, or new accounting systems.
Clear documentation and notes to make future bookkeeping seamless.
Diagnostic Reviews and More
In-depth analysis of your current bookkeeping system to identify areas for improvement.
Recommendations for process enhancements to save time and reduce errors.
One-time project work or customized services based on your business needs.
Support with system transitions, such as moving to QuickBooks Online or implementing new workflows.
In a diagnostic review, we’ll thoroughly assess your QuickBooks file and provide honest feedback on what’s working well, areas for improvement, and actionable next steps. Whether you’re a DIY bookkeeper or considering hiring a professional, this review will give you valuable insights to move forward with confidence.
Every business is unique, and we offer a variety of add-ons and customized options to meet your specific needs. Let’s connect to discuss how we can tailor our services for you!
