Your books, handled. Every month, I take care of your transactions, reconcile your accounts, and send you reports that actually make sense - so you can stop wondering where your money went and start making decisions based on real numbers.
Transaction categorization (all your income and expenses properly recorded)
Bank and credit card reconciliations
Clean, current books in QuickBooks Online
Monthly financial snapshot (Profit & Loss and Balance Sheet explained in plain English)
Ongoing organization so nothing falls through the cracks
What's included:
How it works:
After your cleanup is done (if needed), we set up a monthly rhythm. I handle your books, you get your reports, and you actually know what's happening financially. Simple.
Payroll processing
Tax filing or tax strategy (I give you clean books; your CPA handles taxes)
CFO or advisory services (I'm your bookkeeper, not your business strategist)
On-demand or daily requests (monthly bookkeeping = monthly cadence)
What's NOT Included:
New Business Setup
If your books are behind, a one-time cleanup is required before monthly bookkeeping begins. I'll go back through your mess (however many months you're behind), clean it all up, reconcile everything, and get you to a clear starting point.
Quickbooks Desktop → Online Conversion