Services

Comprehensive Bookkeeping Services.

From day-to-day bookkeeping to year-end preperation, I handle the financial details so you can focus on running your business.

01

Monthly Bookkeeping

Accurate, up-to-date records every single month. I categorize transactions, reconcile accounts, and make sure your books reflect exactly where your business stands — no guesswork, no surprises.

WHAT'S INCLUDED

  • Transaction categorization & coding
  • Bank & credit card reconciliation
  • Monthly profit & loss statement
  • Monthly balance sheet statement
  • General ledger maintenance
02

Payroll Processing

Timely, compliant payroll runs so your team gets paid right and on time. I handle the calculations, filings, and records so you never have to worry about payroll taxes or deadlines.

WHAT'S INCLUDED

  • Weekly, bi-weekly, or monthly payroll runs
  • Payroll tax calculations & filings
  • Direct deposit setup & management
  • Employee records maintenance
  • Year-end W-2 preparation
03

Accounts Payable & Receivable

Stay on top of what you owe and what you're owed. I track invoices, manage vendor payments, and help you maintain healthy cash flow — so nothing slips through the cracks.

WHAT'S INCLUDED

  • Invoice tracking & management
  • Vendor bill entry & payment scheduling
  • Customer payment tracking
  • Aging reports for receivables & payables
  • Cash flow monitoring
04

QuickBooks Setup & Training

Starting fresh or switching platforms? I'll set up QuickBooks the right way from day one — chart of accounts, integrations, and workflows tailored to your business. I also offer training so you feel confident using it.

WHAT'S INCLUDED

  • Chart of accounts setup
  • Bank feed & integration configuration
  • Opening balance entry
  • Custom report setup
  • One-on-one training session
05

Catch-Up Bookkeeping

Months or years behind on your books? No judgment — it happens. I'll work through your backlog efficiently and get everything current so you're ready for tax season or a financial review.

WHAT'S INCLUDED

  • Full historical transaction entry
  • Account reconciliation for all periods
  • Correcting prior errors & miscategorizations
  • Organized records ready for your CPA
  • Custom timeline based on your backlog
06

Financial Reporting

Clear, easy-to-understand reports that give you a real picture of your business finances. Whether you need them for a loan, a tax preparer, or just your own peace of mind — I've got you covered.

WHAT'S INCLUDED

  • Monthly profit & loss reports
  • Monthly balance sheet statement
  • Cash flow statements
  • Budget vs. actual comparisons
  • Custom reports on request
07

1099 Preparation

Year-end 1099 filing for your contractors, handled accurately and on time. I'll make sure every form is correct and filed before the deadline — keeping you compliant and your contractors happy.

WHAT'S INCLUDED

  • Contractor payment tracking throughout the year
  • 1099-NEC preparation & filing
  • IRS e-filing
  • Contractor copy distribution
  • Deadline management
08

Sales Tax Filing

State and local sales tax returns filed correctly and on time. I'll track your taxable sales, calculate what's owed, and file on your behalf — so you stay compliant without the headache.

WHAT'S INCLUDED

  • Sales tax tracking & calculation
  • State & local return preparation
  • Filing & payment coordination
  • Review for multi-state sellers
  • Deadline management

Not sure which services you need?

Let's talk through your business and figure out exactly what makes sense. Free 30-minute consultation — no pressure.