My Services

Two Offers:

Tired of spending evenings and weekends doing your own bookkeeping?

I can help with that!

Monthly Bookkeeping Services

This service includes:

  • Entering and categorizing all business income and expenses each month

  • Completing monthly business bank and credit card reconciliations

  • Recording payroll transactions that your payroll company provides you on a monthly basis

  • Providing an online portal to securely store digital financial documents

  • Creating and explaining your personalized financial statements each month

  • Providing reports for your tax preparer to use at year end

  • A subscription to QuickBooks Online software for the length of your contract

  • Ongoing troubleshooting and support

Haven’t done any financial record keeping in months? Years?

I can get you caught up quickly!

One Time Catch Up & Clean Up Services

This service includes:

  • Examining and updating your Chart of Accounts

  • Recording, categorizing, and updating previously incomplete transactions for a specified time period

  • Completing monthly business bank and credit card reconciliations for previous months or years

  • Entering past payroll transactions into the books from data supplied by your payroll provider

  • Creating Journal Entries as needed

  • Closing the books for a specified time period

  • Providing an online portal to securely store digital financial documents

  • Providing an overview report of the books, detailing the results for the completed time period

  • Meeting with you to review all work completed once the Catch Up or Clean Up has been finalized

I am a virtual bookkeeper. All services are performed remotely within encrypted, cloud-based, accounting programs and all financial correspondence takes place within a secure client portal. Monthly review sessions are performed over the phone or on Zoom, whichever you prefer. Package prices vary based on your average number of monthly transactions, as well as the specific types of services you need. Schedule a consultation call to discuss your business needs and receive a proposal with itemized services and personalized pricing.