My Services
Ready to take the stress out of your financial management? Book a convenient appointment with me today and let me guide you to smoother bookkeeping solutions tailored just for you.
Basic Bookkeeping Service
Including:
Income and expense tracking.
Monthly account reconciliations for bank and credit card accounts.
Categorizing all transactions accurately and consistently.
Quarterly financial statements including a Balance Sheet and Statement of Profit & Loss.
Advanced Bookkeeping Service
Including:
Income and expense tracking.
Monthly account reconciliations for bank and credit card accounts.
Categorizing all transactions accurately and consistently.
Monthly financial statements including a Balance Sheet, Statement of Profit & Loss, and Statement of Cash Flows.
Accounts Receivable service—Invoicing is done through QuickBooks Online and emailed to your customers. This service can be provided on a weekly, semi-monthly, or monthly schedule.
Accounts Payable service—entering and paying bills through QuickBooks Online.
Job Costing/Project Tracking—recording all expenses related to a specific job/project in QuickBooks. This includes materials, labor, subcontractor costs, and other job-related expenses.
Clean Up and Catch Up Service
Including:
Reviewing and organizing existing QuickBooks Online data.
Reconciling all bank and credit card accounts for missing or incorrect transactions.
Categorizing uncategorized or incorrectly categorized transactions.
Matching deposits and payments to invoices and bills.
Reviewing and correcting opening balances.
Identifying and removing duplicate entries.
Reviewing and updating the Chart of Accounts as needed.
Cleaning up Accounts Receivable and Accounts Payable reports.
Ensuring sales tax, loan balances, and payroll entries are properly recorded (if applicable).
Generating accurate financial reports once the books are caught up and cleaned up.
Providing recommendations to improve your bookkeeping workflow going forward.
Contact Me
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