Stay organized and in control of your finances with a smooth monthly process that ensures your books are accurate and at year end, ready for tax season. Through a streamlined approach, you'll have peace of mind knowing that your financial records are up-to-date so you have financial clarity to make informed decisions for your business. 

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Includes:

• Monthly bookkeeping

• Bank and credit card reconciliations

• Automated transaction categorization using Smart Rules

• Timely financial statements

Looking to get back on track with your bookkeeping? I provide efficient solutions to organize your financial records, using modern applications to streamline the process and ensure you are set up to stay on track, whether I take on your monthly bookkeeping or you manage it yourself.

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May include:

• ​Reconstructing and reconciling months or years of financial history​

• Reviewing and correcting transactions

• Providing up-to-date reports, as requested

• Preparing books to be ready to hand off to CPA for tax filing

Expert setup and training to help you maintain control of your bookkeeping in-house. I ensure your team is well-equipped with the knowledge and skills needed for accurate financial management. Periodic reviews will provide ongoing support, boosting your team's confidence and precision in handling your bookkeeping.

 

Includes: 

• Customized Quickbooks setup and training

• Scheduled reviews to check for accuracy (monthly/quarterly)

• Cycled billing option for priority email or phone support