Bookkeeping Services
Whether your books need a fresh start or steady monthly care, I’ll help you get organized, stay current and actually understand your numbers. No one-size-fits-all packages, just the support your business needs.
01 · Get Caught Up
I genuinely enjoy this part. I work through your records piece by piece until the whole picture makes sense, then bring everything current so you know exactly where your business stands.
Starting fresh, or stuck with an account that was set up wrong? I'll build a new QuickBooks Online account around how your business works, or clean up the one you've already got.
Fallen behind? I'll log and sort every business transaction for the time period you need, building an accurate record of the past so your books are finally current.
Books exist, but something feels off? I'll work through what's there, find and fix the errors, and fill in what's missing so your numbers are right.
Priced as a one-time project with a set rate, quoted after a quick look at your records.
02 · Stay on Track
Once your books are in order, I keep them that way, month after month. You pick the level of support that fits, and it’s all included in one set monthly rate.
01
Everything that flows through your business accounts, recorded and sorted every month.
✓ Transactions categorized
✓ Books current every month
02
Send me your receipts and I’ll attach them to the right transactions, and let you know if anything’s missing.
✓ Receipts attached in QuickBooks
✓ Heads-up on missing items
03
I check your accounts against your statements and review your reports for anything that looks off.
✓ Bank & credit card reconciliations
✓ Red flags caught early
04
Clear financial statements in a report that shows how your business is doing against your goals, and what it all means.
✓ Monthly financial statements
✓ Optional monthly pow-wow to walk through them
03 · EXTRA SUPPORT
Add any of these to your monthly plan, so payroll and filings get handled on time instead of keeping you up at night.
01
I handle the back-and-forth and process your payroll entries through your payroll platform, so your team gets paid accurately and on schedule.
✓ Payroll certified
✓ Payroll recorded in your books
02
I review who you paid during the year, track down any missing paperwork, and file the 1099s you need before the January 31 deadline.
✓ Vendors reviewed for 1099s
✓ Filed on your behalf by Jan 31
03
I pull the sales tax you’ve collected straight from your books and file your monthly, quarterly or annual returns for you.
✓ Reports pulled from your books
✓ Returns filed on your behalf
Just so we're clear: I'm a bookkeeper, not a CPA. I don't prepare income tax returns, but your tax preparer will love the clean, organized books I hand them.
WHO I WORK WITH
I work with service-based businesses, especially the trades and specialty subcontractors. Fair warning: I’m going to be ALL up in your business. That’s what it takes to get your books right, so a good rapport matters to me.
✓ HVAC & plumbing
✓ Metal & wood fabricators
✓ Specialty subcontractors
✓ Dental labs
✓ Pack & ship stores
✓ Law offices
✓ Creatives & agencies
QuickBooks Online ProAdvisor, Level 2
Payroll Certified
Gusto Payroll Certified
Bookkeeper Launch Certified
Serving businesses since 2023
How Pricing Works
You won’t get a bill for every hour I spend in your books. Your rate is based on the actual workload of your business, so you only pay for what you need.
01
We talk through your business, where your books are today, and what you need from them.
02
I review the workload involved, including your accounts, transaction volume and the services that fit.
03
You get a clear, set-rate proposal built around the actual needs of your business.
No one-size-fits-all packages. Your rate is based on the actual workload of your business, so you only pay for what you need.
Give me a call, send a text or shoot me an email. We’ll chat about your business’s wants, needs and concerns, and see if I’m a good fit to help.
No pressure. Just a conversation about your business, your books and what you need.