— HOW I SERVE YOU
Everything you need.
Nothing you don’t.
Your needs come first — always. Whether you need ongoing support, a one-time clean-up, or help getting ready for tax season, I tailor everything to your business, your size, and your goals.
01
Monthly Bookkeeping
You focus on running your business — I'll keep your books accurate, current, and stress-free every single month using QuickBooks Online. No surprises, no backlog, no worry.
Includes: transaction categorization, monthly close, general ledger maintenance
02
Books Clean-Up
Fell behind? No judgment here. I roll up my sleeves and restore your books to a clean, trustworthy state — so you can move forward without the weight of the past. One flat, one-time price — no hourly billing.
Includes: catch-up bookkeeping, historical transaction review, error correction
03
Accounts Payable & Receivable
Get paid faster and stay on top of what you owe. I manage invoice tracking, vendor payments, and the cash flow details that keep your business running smoothly and your relationships intact.
Includes: invoicing, bill pay, vendor management, AR/AP tracking
04
Bank Reconciliations
Every transaction verified, every discrepancy caught early. I reconcile your bank and credit card accounts monthly, so you'll always know your numbers are real — not just what your software thinks they are.
Includes: monthly bank reconciliation, credit card reconciliation, discrepancy resolution
05
Financial Reporting
Profit & loss, balance sheets, cash flow statements — translated into clear, readable reports that actually help you understand your business and plan your next move.
Includes: P&L statements, balance sheets, cash flow reports
06
Tax-Ready Preparation
Hand your CPA organized, accurate books and skip the last-minute panic. I file 1099s when needed and work closely with your CPA to make sure tax season works for you — not against you.
Includes: 1099 filing, CPA-ready financial packages, tax season coordination