Monthly bookkeeping, cleanup, and QuickBooks setup.
I can keep your books current, work through overdue records, or set up QuickBooks Online. Here’s what each service includes.
01
Monthly Bookkeeping
I keep your transactions and accounts up to date each month.
Transaction categorization
Bank and credit card reconciliation
Month-end close
02
Catch-Up & Cleanup
I work through overdue transactions and correct errors in your records.
Back-dated categorization
Error review and correction
Organized books for your CPA
03
QuickBooks Online Setup
I set up QuickBooks Online to fit how your business operates.
Chart of accounts setup
Bank feed connections
Simple workflow automations
04
Financial Reporting
I prepare your financial reports and explain them with you.
Profit and loss statement
Balance sheet
Report review and cash-flow insight
Flat monthly pricing. After our consultation, I’ll quote a monthly price based on your business’s size and needs. We’ll agree on the price and work included before I start. Setup and cleanup work is quoted separately.
How it works
Getting started
01 / CONSULTATION
Tell me what you need
We’ll discuss your business, your current records, and the help you need.
02 / SETUP OR CLEANUP
Agree on the work
We’ll agree on scope and pricing, then get your QuickBooks set up or your existing books cleaned up.
03 / MONTHLY BOOKKEEPING
Keep the books current
I’ll reconcile your accounts, prepare reports, and flag anything that needs your attention.
Your bookkeeper and your tax preparer
Getting records to your tax preparer
I handle bookkeeping; your CPA or tax preparer handles taxes. I can coordinate with them and prepare organized financial reports, so they have the information they need.
If you’re not sure what you need, we can discuss it during the consultation.
