How I Can Help
Services
Two straightforward ways I help business owners feel sure about their numbers and in control of their books.
Monthly Bookkeeping
Ongoing QuickBooks upkeep so your books are always current and ready when you need them:
- Import & sort each month’s transactions
- Match bank & credit card statements
- Monthly reports
- Ongoing QuickBooks upkeep & care
- Everything organized and ready for tax time
Ideal for owner-operators and small businesses doing $100K or less.
See PricingCleanup or Catch-up
Fallen behind on your records? I'll piece your books back together from scratch, sorting, reconciling, and organizing months or even years of transactions so you can finally get a clear picture of where your business stands.
- Rebuilding months or years of records that were never kept
- Software that pulls data straight from PDF bank statements
- Fixing transactions that were mislabeled or entered twice
- A complete match-up against your bank & card statements
- Tax-ready financials handed off to your CPA
- A tailored quote shaped around how much work is involved
A good fit for: Businesses that have fallen behind, owners gearing up for tax season, or anyone with months or years of records that need to be sorted out and reconciled.
Request a QuoteUnsure which option is right?
Let’s sort it out together.
Book a free 15-minute chat and we’ll figure out which option fits you best.