Bookkeeping Services

We provide reliable, remote QuickBooks bookkeeping services for busy small business owners who want accurate, timely & organized finances without the stress of managing everything themselves. All services are affordable & customized to fit your business, workflow, and goals.

  • What’s Included:
    Keeping your books accurate and up to date every month. We categorize transactions, reconcile accounts, review expenses and provide easy-to-read reports so you always know where your business stands.

    Benefits:
    Saves time, prevents errors, and gives you confidence in your numbers.

  • What’s Included:
    Falling behind on books happens. I’ll bring your books up to date from months or years behind, remove errors, reconcile, and organize your chart of accounts so your financials are accurate and ready to use.

    Benefits:
    Accurate records, clear financial insights, and reduced stress at tax time.

  • What’s Included:
    Track what you owe and what’s owed to you without headaches. Organized bills, timely payments, follow ups on unpaid customer invoices and monitoring overdue balances to keep cash flow under control.

    Benefits:
    Improved cash flow, fewer missed payments, and organized records.

  • What’s Included:
    We support your payroll and contractor payments through third party processor (Gusto, ADP) so everything is correctly recorded and tax-ready. Recording payroll transactions, reconciling with the providers reports, tracking contractors, preparing & filing 1099s

    Benefits:
    Accurate & tax-ready payroll data and fewer reporting errors.

  • What’s Included:
    Receive clear, easy-to-read reports (Profit & Loss, Balance Sheet) each month showing income, expenses, and trends. We walk you through the numbers during monthly review calls so you understand what’s happening and make better decisions.

    Benefits:
    Better decision-making, informed financial clarity, and long-term confidence.

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No complicated systems. No confusing handoffs. Just organized, reliable bookkeeping.

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…but what happens when you hire us?

Keeping things simple is important. Here’s what working together looks like:

1. Initial Consultation: We’ll talk about your business, your current bookkeeping situation, and your goals.

2. Secure Access Setup: You’ll provide secure access to QuickBooks and bank accounts (view-only).

3. Book Review & Organization: We’ll review your current setup and identify any issues that need attention.

4. Ongoing Support: Your books are maintained consistently, with regular communication and timely support.

Frequently Asked Questions:

  • Monthly bookkeeping includes timely categorization of your income and expenses, accurate reconciliation of accounts to statements, thorough reviews for accuracy, maintenance of a clean chart of accounts, and preparation of financial reports such as Profit & Loss and Balance Sheets.

  • We offer affordable monthly billing, with each invoice providing a clear and detailed breakdown of the services performed. For most clients, we use a flat-fee monthly pricing model to provide consistent support and predictable costs.

    Starting as low as $275 per month.*

    *Hourly pricing is also available when appropriate.

  • Yes. All services are provided remotely, so we work with clients nationwide.

  • We specialize in QuickBooks Online and work exclusively within that platform for bookkeeping services.

  • Most clients are on a consistent monthly bookkeeping schedule, with transactions reviewed regularly throughout the month and a full reconciliation and report delivery at month-end. This approach keeps your books accurate and up to date while minimizing the time you need to spend on financial management. Cleanup projects may require additional time at first, depending on how far behind the records are.

  • The timeline for a bookkeeping clean-up project depends on how many months or years need to be corrected and the current condition of your records. After reviewing your books, we’ll provide a clear timeline and action plan to get everything accurate, organized, and up to date as efficiently as possible.

  • Yes. Your books are accurately organized and fully reconciled, ensuring your financial reports are ready for tax preparation, year-end filings, and financial planning. This makes it easy for your accountant or CPA to use your reports confidently and efficiently.

Still have questions? Reach out anytime:

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