Services
What I can do for you
Your business is unique, and your bookkeeping should be tailored to your specific needs! We will work together to build a package that will work best for you. Pricing will be unique to your package and will be billed at a monthly, flat rate – no surprises!
Virtual Bookkeeping Services
Clean Up/Catch Up
Been too busy running your business to keep up with the books? I can help get you back on track with accurate, complete records.
- Reconciliation of past months/years
- Categorization of uncategorized transactions
- Correction of errors in chart of accounts
- Adjustments for payroll, loans or assets
- Updated reports delivered when complete
QuickBooks Online Set-Up
If your business is new or you are thinking of transitioning into a new tracking system, I can get you on the right path by building your books right the first time (or rebuilding with clarity). The account will be ready to go so that those who would like to take matters into their own hands with a fresh start!
- QuickBooks Online set-up or rebuild
- Customized chart of accounts
- Bank feed connection and rule set-up
- Starting balances and historical data entry
- Training session or walkthrough of your new system
Monthly Bookkeeping
Keep your books current, clear, and understandable all year long.
- QuickBooks Online subscription and set-up/migration
- Customized chart of accounts
- Record and categorize income and expenses
- Monthly bank and credit card reconciliaton
- Monthly financial report preparation and review (Income Statement, Balance Sheet, Statement of Cash Flow)
- Year-end financial document package for your tax preparer
- Email and phone support
- Monthly or quarterly Zoom meetings if desired
Add-on Services
Every business owner has their own rhythm. That’s why I offer additional bookkeeping support options designed around the way you work.
- Accounts Payable management and invoicing
- Accounts Receivable management and bill pay
- Receipt management
- Sales Tax reporting
- 1099 preparation and management
