Bookkeeping Services

1

Done With You Bookkeeping

What You Get:

  • Quarterly Reviews: I'll not only review your books but also help you understand what those numbers mean for your business.
  • Monthly Support: Got questions? I'm here to provide answers and peace of mind.
  • Training Session: I'll empower you with the tools and knowledge you need, including a DIY Bookkeeping Checklist.
  • QBO Setup: I'll set up QuickBooks Online file for you, simplifying the onboarding process.
2

Done For You Bookkeeping

What You Get:

  • Hands-Free Monthly Bookkeeping: Imagine a life where your time is your own, where you can focus on scaling your business and deepening client relationships.
  • Tax-Ready Books and Reports: Say goodbye to tax season stress and hello to peace of mind.
  • Decision-Ready Reports: Make confident, informed decisions that drive your business forward.
  • Secure Client Portal: All financial data and communication will be held within and secure client portal, accessible whenever you need it.
  • Strategy Sessions: Let's align your financial goals with your business vision in our monthly or quarterly strategy sessions.
3

Catchup / Cleanup Service

What You Get:

  • Bookkeeping Diagnostic: I'll do a multi-hour in depth review of your accounting records. This will come with a report detailing every finding and bringing up any potential issues.  
  • Yearly Catchup: I'll get your books current and tax ready. (Includes Diagnostic Review)
  • QuickBooks Cleanup: Untangle any accounting messes and iron out your records. (Includes Diagnostic Review)
  • Confidence Boost: Feel confident about the business and where you stand knowing there is a game plan in place.
  • Secure Client Portal: All financial data and communication will be held within and secure client portal, accessible whenever you need it.  

Why it works

My services work because it takes a holistic approach to your business. Since I focus on helping small businesses, I know the ins and outs of what is needed to strengthen your business. I have seen the bumps that come up along the way and am ready to get your business over them.

Let's Chat!