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Accounting & Bookkeeping Services

Whether you're looking for full-charge bookkeeping or à la carte services, I will tailor a program to meet your unique needs and budget.

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Categorize Bank Transactions

Expenses and income are organized into the appropriate accounts to gain insight into your performance.


Bank Reconciliations

Match your bank balance to what you have in your records to ensure that all transactions are accounted for.

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Expense Tracking & Review

Track where your money is being spent and identify areas that can be improved.

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Accounts Payable
& Accounts Receivable 

Avoid late fees by having your bills paid on time. Keep track of customers who owe you and get paid faster with invoice management.

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Customized Reporting

Financial statements emailed to you monthly, including Profit & Loss, Balance Sheet, and others upon request.

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Catch Ups
& Clean Ups

Clean the slate and get your accounting records organized and up-to-date. Implement or fix accounting software to meet your needs.

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Estimated Quarterly Taxes

Never again be surprised by what you owe on taxes. Get quarterly estimates to stay prepared and save.

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Payroll Management

Send paychecks, record expenses, and manage employee lists.

* Working with an outside payroll service. *

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Accountant Liaison

Serve as a liaison between you and your accountant throughout the year. Questions get answered and needs are met with no inconvenience to you.

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Budgeting & Financial Planning

Create a budget and build a roadmap towards your future business goals. When you want to scale your business — whether that means leasing an office space, hiring an employee or investing in premium equipment — a clear financial plan is how you take your operation to the next level. 

Discovery Call

No commitment required - this is a free one-on-one chat to get you know you and your business. We'll discuss current pain points, goals, and a bookkeeping solution that suits your unique needs. In your email, please include preferred call times.

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