Bookkeeping Services

Using QuickBooks Online, I’ll handle all of your basic bookkeeping needs on a monthly basis.​​ You’ll get monthly reports in addition to face-to-face online meetings to go over your financials.

  • QuickBooks Online bookeeping services

  • Entry & classification of all financial transactions

  • Bank & credit card account reconciliations
  • KPI tracking & reports
  • Meetings & timely communication
  • Preparation of financial reports

  • Face-to-face consulting via Zoom

  • Phone call availability

  • Additional services such as payroll and sales tax

Contact me today and we’ll sit down together to discover the best way I can meet your bookkeeping needs!

QuickBooks Online Setup

If your business is not set up within QuickBooks Online, I will transition your invoicing & accounts receivable/payable into this convenient, powerful business bookkeeping platform.

  • QuickBooks Online setup for new clients

  • Increased efficiency of off-site bookkeeping oversight

  • Powerful tracking & reporting capabilities

  • Effective accounts receivable/payable

QuickBooks Online Cleanup

If your business is already set up within QuickBooks Online, I will review, streamline, & clean up your invoicing & accounts receivable/payable within the platform to make sure your books are effective & efficient.

  • QuickBooks Online cleanup for new clients

  • Make off-site bookkeeping oversight more practical

  • Fully access QBO’s tracking & reporting capabilities

  • Make your accounts receivable/payable more reliable

Need a personalized bookkeeping solution?

Schedule your free consultation with a Certified QuickBooks ProAdvisor today!

New Client Onboarding Process.

1. Initial Consultation

We’ll schedule a meeting to understand your business needs and financial goals, and gather relevant information about your company’s structure, revenue streams, and current financial processes.

2. Documentation Collection

We’ll provide you with a checklist of required documents, such as bank statements, invoices, receipts, and tax records, and establish secure channels for document sharing to ensure data confidentiality.

3. Account Setup

We’ll create dedicated accounts or folders for you in the bookkeeping software. During this process, we’ll configure access permissions based on your preferences.

4. Data Entry & Cleanup

We’ll input initial financial data into the system, ensuring accuracy and consistency, and clean up any discrepancies or errors in existing records to establish a reliable baseline.

5. Training Session

We’ll conduct a training session to familiarize you with the bookkeeping software. During this session, we’ll provide guidance on how to interpret financial reports and use the system efficiently.

6. Communication Channels

We’ll establish clear lines of communication, including preferred methods and response times, and set up regular check-ins to address questions, concerns, or changes in your financial landscape.

7. Ongoing Support

We’ll offer continuous support for any accounting queries or software-related issues, and stay proactive in identifying opportunities for improvement and optimization.

8. Transition to Regular Operations

We’ll gradually transition from the onboarding phase to standard bookkeeping operations. Finally, we’ll confirm that all processes are running smoothly and that you’re comfortable with the established workflow.

Industries

Do you feel forgotten by your bookkeeper or accountant?

I’ve worked for small business owners most of my career and have seen the benefits of attentive accounting services and the downfalls of those who try to do it themselves. I love caring for others and realized creating my own business where I got to decide who I worked with and how I cared for them was a great way to care for people and their businesses.

I’d love to work with anyone who feels forgotten about by their current bookkeeper/accountant, new business owners needing to set up their bookkeeping system, small business owners. No matter how messy your books are, I can help!

small business bookkeeper Bookkeeping Services

Get a personal consultation.

We will take care of your accounting and administrative services.