SERVICES
Monthly Services
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Transaction Categorization
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Monthly Reconciliation
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Monthly Reports (P&L, Balance Sheet, Cash Flow)
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Monthly/Quarterly Review Call
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Email Support
Add-Ons
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Quickbooks Setup
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Quickbooks Cleanup
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Quickbooks Catch-up
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File Assessment for Quickbooks Cleanup or Quickbooks Catch-up
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Receipt Management
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Additional Monthly Reports
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Custom Reports
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Accounts Payable (A/P) Management
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Accounts Receivable (A/R) Management
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Rush Delivery
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Annual 1099 Preparation
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Class Tracking
Not Included
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Tax Preparation
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Legal Advice
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Financial Advice
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Payroll
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Audit Services
OUR PROCESS
Discovery Call
During the discovery call we discuss the scope of monthly bookkeeping work such as the number of accounts and transactions, if your books need setup or cleanup/catch-up, and any add-on services you require.
Proposal and Agreement
You will receive a proposal outlining the monthly scope of work, pricing, and terms that will be converted into a service agreement upon acceptance.
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Monthly Bookkeeping
Monthly categorization of your transactions, reconciliation of your accounts, provide selected add-on services, and prepare and send monthly standard and custom reports. We meet once a month to review the reports and discuss any books related questions you may have.
ABOUT
With several years of bookkeeping experience for my own business, I understand how overwhelming the financial side of entrepreneurship can feel. That’s why I built my practice around being organized, reliable, and deeply detail‑oriented—so you don’t have to carry that weight alone.
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Backed by an MBA and a passion for helping business owners thrive, I take pride in turning messy numbers into meaningful insight. My mission is to lift the stress of bookkeeping off your shoulders and give you the financial clarity you need to grow with confidence.
