Stress-free bookkeeping
(YEP, IT’S REALLY POSSIBLE).
I hear it all the time: bookkeeping is overwhelming.
Most business owners don’t enjoy tracking finances — between trying to keep everything organized, double-checking your work, and wondering if your books are truly ready for tax time, it’s a lot.
That’s where I come in.
I help business owners save valuable time and money by handling their bookkeeping accurately and efficiently.
From uncovering missed deductions to keeping finances organized and tax-ready, I make sure you’re not leaving money on the table — all while freeing up your time to focus on growing your business.
Bookkeeping that fits your business.
Bookkeeping cleanup
Clean financials are the cornerstone of any successful business— so let’s get you there.
Without clean, accurate books, it's impossible to fully understand your financial position or make informed choices that move your business forward.
During a cleanup, I provide a detailed review and correction of your books—organizing transactions, fixing errors, and ensuring everything is properly categorized—so you can move forward with confidence and clarity.
-
All cleanups are different, but most typically include:
Sorting and categorizing all financial transactions that may be disorganized or missing.
Reconciling: a process that confirms the bank statements, credit card statements, and other accounts match with the bookkeeping records.
Identifying and fixing all errors, such as duplicate entries, missing transactions, or misclassified items.
Making necessary adjustments for things like accrued expenses, deferred revenue, or depreciation.
Bringing the financial records up to date, including invoices, receipts, and payroll records, if applicable.
Checking that all records comply with tax laws to avoid penalties or audit issues.
The goal is to provide a clear, accurate picture of the company's financial health and prepare the business for future operations or audits.
Monthly bookkeeping
Consistent bookkeeping is essential for gaining a clear view of your cash flow, expenses, and profits.
Monthly bookkeeping helps catch potential issues early—like missed payments, cash flow gaps, or overlooked deductions—helping avoid costly errors and potentially saving you thousands in taxes.
As your bookkeeper, I make sure your finances are accurate, organized, and optimized—so you can make smarter decisions, keep more of what you earn, and run your business with clarity and confidence.
-
Personalized, virtual training sessions covering a variety of topics, based on what you’d like to learn or issues that need troubleshooting
$125 per hour with a one hour minimum
Training
sessions
For the hands-on business owner— Get personalized training to navigate QuickBooks software with ease, customize reports, and spot and fix data entry errors. We’ll focus on whatever you need to feel confident managing your own books.
You'll walk away with practical skills, a better understanding of your finances, and the confidence to keep your books accurate and up to date.
-
Bookkeeping tasks can vary from simple to complex and typically include:
Recording daily transactions to the correct accounts
Reconciling bank statements with the business records to confirm they match and fix any discrepancies
Generating reports for review
Preparing essential documents for tax filing purposes
Additional add-ons
Other offerings include:
Tracking, filing & payment of state sales & excise taxes, submitting tax payments
Managing vendor bills and payments (A/P)
Create and send invoices, track customer payments, manage recurring invoices (A/R)
1099 contractors (not on payroll) — Track payments to each contractor, & monitor totals for each contractor to determine 1099-NEC filing needs
Have something else in mind? Let’s talk!
Payroll services
Every situation is unique, but payroll services can include:
New employee setup in payroll platform
Enter and approve employee hours
Run payroll and review payroll summary
Process direct deposits or print paychecks
Automatically calculate and withhold federal, state, and local taxes
File payroll tax forms (941, 940, state forms) electronically
Generate and distribute W-2s and 1099s at year-end
Reconcile payroll reports with bank statements
Maintain payroll reports and employee records
