Services

You have a business to run.

Save time and hire me to get your bookkeeping projects under control.

Whether you need help with regular bookkeeping or specialized projects, I have the skills and experience to help you build your business.

How Can I Help You?

Scroll down or click the links to learn more about how I can help with your bookkeeping needs:

Services

Bookkeeping Services

I offer Weekly, Monthly, or Quarterly Bookkeeping Services. The frequency of bookkeeping services is usually based on the size of your business, and the number of transactions you have each month. I can also customize the services to fit the unique needs of your business.

Basic Bookkeeping Service (Quarterly)

        • Ideal for new or smaller businesses.
        • Includes:
          • Quarterly Bookkeeping
          • Quarterly reconciliation of bank and credit card accounts
          • Quarterly financial reports
          • Unlimited email support
          • Clean, tax-ready support for your CPA

Standard Bookkeeping Service (Monthly)

        • Ideal for thriving businesses
        • Includes:
          • Monthly Bookkeeping
          • Monthly Reconciliation of bank and credit card accounts
          • Monthly financial reports
          • Unlimited email support
          • Clean, tax-ready file for your CPA

Premium Bookkeeping Service (Weekly)

        • Ideal for larger businesses or those with more complex needs.
        • Includes:
          • Weekly Bookkeeping
          • Weekly Accounts Payable and Accounts Receivable Support
          • Weekly Dashboard Reports
          • Monthly Reconciliations of bank and credit card accounts
          • Monthly financial reports
          • Ad hoc reporting
          • Unlimited email support
          • Process improvement support
          • Clean, tax-ready file for your CPA

Catch-Up Projects

Have you fallen behind on your bookkeeping? For many businesses, bookkeeping falls low on the priority list. And once you’ve fallen behind, it is a daunting project to tackle.

I’ll get your bookkeeping up-to-date and establish a process to ensure your books stay current.

Clean-Up Projects

Are your books a mess?

There are many reasons this happens. Some third-party apps can wreak havoc on your QuickBooks file. Or perhaps the person doing the bookkeeping could use some additional training. Whatever the cause, I am here to help resolve your issues – with no judgment.

I’ll diagnose the problem and outline the steps needed to correct it. I’ll provide you with up-front pricing so there are no surprises.

I’m experienced with all types of QuickBooks clean-ups and would be happy to help with yours.

Customized Support

Have a need not listed above? I offer customized services to suit your unique requirements. I can help you with:

      • Creating, streamlining, and documenting your business processes.
      • Preparing information requested in Governmental Notices.
      • Assistance responding to work comp audits.
      • Creating customized reports to track your Key Performance Indicators.
      • and more…

QuickBooks Set-Up and Conversions

QuickBooks Set-up

Has your business outgrown your current bookkeeping system?

I’ll help you convert your manual bookkeeping to an efficient computerized system. I’ll help you choose the right software, create your Chart of Accounts, and set up consistent procedures for you to use.

Software Conversions

Are you ready to upgrade to QuickBooks Online? I’ll convert your QuickBooks Desktop File to QuickBooks Online. You’ll also get training to understand how to get the most out of your software subscription.

Training

Do you want to know how to get the most out of your QuickBooks Online subscription? 

Maybe you or your staff need a refresher on bookkeeping ‘best practices.’ 

Whatever the goal, I’ll customize a training program to meet your needs.

Investing in quality, professional bookkeeping is a vital step in the success of your business. 

Accurate, timely financial information offers tremendous value to your business. You’ll not only make better business decisions, but you’ll save time, earn more, and reduce your stress.

When you work with me, you’ll get an experienced bookkeeper with a broad background in all areas of business- and someone who cares about your business as much as you do.  

The price is based on the frequency of services, the volume of accounts and transactions, and the complexity of your business. My rates are competitive, and I am confident that the value you receive will far outweigh the cost of your investment.

Let’s connect and discuss how I can help you achieve your business goals