Keeping your books organized and up to date shouldn't take time away from running your business. Whether you need monthly support or quarterly check-ins, I help maintain accurate financial records so you can stay informed and make confident business decisions.

Services include:

• Transaction Recording & Categorization: Organizing income and expenses into the appropriate accounts.

• Account Reconciliation: Reconciling bank, credit card, and other applicable financial accounts.

• Financial Statements: Preparing Profit & Loss and Balance Sheet reports to help you understand your business's financial performance.

• Income & Expense Tracking: Monitoring financial activity and identifying unusual transactions or trends.

• Regular Reviews: Addressing outstanding questions and reviewing your financial results.

Monthly Bookkeeping: Ideal for businesses that need consistent financial oversight, timely reporting, and ongoing support.

Quarterly Bookkeeping: A flexible option for smaller businesses with lower transaction volumes that prefer periodic reconciliations and financial reporting.

Stay organized, reduce bookkeeping stress, and have reliable financial information when you need it.

Behind on your bookkeeping or dealing with inaccurate financial records? Whether your books haven't been updated in months or need corrections, I can help you get things back on track.

Services include:

• Bookkeeping Review: Identifying missing transactions, discrepancies, and potential errors.

• Transaction Corrections: Reviewing and correcting mis-categorized, duplicate, or incorrectly recorded transactions.

• Account Reconciliation: Reconciling bank, credit card, loan, and other applicable accounts.

• Historical Bookkeeping: Recording and organizing transactions for previous months or years.

• Balance Sheet Review: Reviewing account balances and identifying items that need correction.

• Financial Reporting: Preparing updated financial statements once the cleanup is complete.

Catch-up bookkeeping brings your records up to date when you've fallen behind, while cleanup bookkeeping focuses on correcting errors and inconsistencies in existing records.

My goal is to help you move forward with organized, reliable books and a clearer picture of your business finances.

Your financial reports should do more than show numbers. They should help you understand how your business is performing and where your money is going.

I provide clear, customized financial reports that give you meaningful insights into your business's financial health.

Services include:

• Profit & Loss Statements: Understand your revenue, expenses, and profitability.

• Balance Sheet Reports: Get a clear view of your business's assets, liabilities, and equity.

• Cash Flow Reporting: Review cash inflows and outflows to better understand your cash position.

• Income & Expense Analysis: Identify spending patterns, financial trends, and potential cost-saving opportunities.

• Customized Reporting: Track financial information relevant to your business, including departments, customers, or projects where applicable.

• Financial Review: Discuss key findings and help you better understand what your numbers are telling you.

Whether you need straightforward monthly or quarterly reports or more detailed financial insights, I help turn your bookkeeping data into information you can use to make informed business decisions.

Managing payroll involves more than paying employees. From tracking hours and processing paychecks to managing payroll taxes and reporting deadlines, staying organized is essential.

I help small businesses manage their payroll processes efficiently, so employees are paid accurately and on time.

Services include:

• Payroll Setup: Setting up employee information, pay schedules, and payroll settings.

• Payroll Processing: Managing regular payroll runs, including wages, deductions, and applicable reimbursements.

• Time Tracking & Payroll Review: Reviewing employee hours, timesheets, and payroll information before processing.

• Payroll Tax Management: Coordinating payroll tax calculations, payments, and federal and state filings through your payroll system.

• Direct Deposit Coordination: Helping manage employee payment schedules and direct deposits.

• Payroll Reporting: Preparing payroll summaries and maintaining organized payroll records.

• Year-End Payroll Support: Coordinating W-2 processing and year-end payroll reporting.

Whether you're setting up payroll for the first time or need ongoing support with an existing system, I help simplify the process and keep your payroll records organized.

Managing bills and customer payments shouldn't take time away from running your business. I help streamline your accounts payable and receivable processes, keeping your finances organized and your cash flow on track.

Services include:

• Bill Management: Organizing, recording, and tracking vendor bills and due dates.

• Vendor Payment Coordination: Preparing and scheduling payments for your approval to help avoid missed deadlines.

• Customer Invoicing: Creating and sending invoices accurately and on time.

• Payment Tracking: Monitoring customer payments and outstanding balances.

• Invoice Follow-ups: Sending timely reminders for overdue invoices.

• Account Reconciliation: Ensuring vendor and customer balances are accurately recorded and up to date.

Stay organized, reduce administrative work, and gain better visibility into the money coming in and going out of your business.

Managing year-end 1099 reporting doesn't have to be stressful. I help small businesses prepare and file required 1099 forms accurately and on time, so you can stay organized and meet IRS reporting deadlines.

Services include:

• Contractor Information Review: Collecting and reviewing W-9 forms and contractor details.

• Payment Tracking: Reviewing vendor payments to identify potential 1099 reporting requirements.

• 1099 Preparation: Preparing applicable 1099-NEC and 1099-MISC forms.

• Electronic Filing: Submitting required 1099 forms to the IRS and coordinating recipient copies.

• Year-End Support: Helping you stay organized and prepared for annual reporting deadlines.

Save time, reduce year-end stress, and keep your contractor reporting organized.

A well-organized bookkeeping system helps your business run efficiently and keeps your financial information accurate and up to date.

Whether you're starting a new business or improving your existing processes, I help set up and streamline bookkeeping systems tailored to your business needs.

Services include:

• Accounting System Setup: Set up and customize QuickBooks Online, including your chart of accounts and financial tracking.

• App Integration: Connect and configure compatible payroll, invoicing, payment processing, expense management, and other business applications with QuickBooks Online.

• Workflow Optimization: Streamline how financial information flows between systems, reducing manual data entry and duplicate work.

• Process Improvement: Review existing bookkeeping practices, identify inefficiencies, and implement more organized workflows.

The goal is to create a reliable, efficient bookkeeping system that saves you time, reduces errors, and grows with your business.

Empower yourself or your team with hands-on training and QuickBooks Online bookkeeping support.

As a Certified QuickBooks ProAdvisor, I help business owners and staff understand and manage their books. From setup to daily use, I want you to feel confident managing your finances.

Our training and support services include:

• QuickBooks online setup and customization for your industry.

• Step-up-step guidance on daily bookkeeping tasks and reconciliation.

• Payroll and sales tax setup.

• Understanding financial report generation and interpretation.

• Data clean-up and error resolution.

Personalized one-on-one or small team training (in-person or virtual)

Whether you’re new to QuickBooks or want to optimize your current flow, we will tailor your training plan to fit your needs and skill level.

Save time, reduce errors, and gain clarity in your bookkeeping with expert practical, business-focused training and support.

Not sure if your books are accurate or up to date? A bookkeeping health check helps identify errors, inconsistencies, and areas that may need attention before they become bigger problems.

Whether you manage your own books or have an existing bookkeeping system, I provide an independent review to help you understand where things stand.

Services include:

• Transaction Review: Identify potential mis-categorized, duplicate, or missing transactions.

• Bank & Credit Card Reconciliation Review: Check reconciliation status and identify discrepancies.

• Chart of Accounts Review: Evaluate how income, expenses, assets, and liabilities are organized.

• Financial Statement Review: Examine your Profit & Loss and Balance Sheet for unusual balances or inconsistencies.

• Accounts Payable & Receivable Review: Identify outstanding bills, unpaid invoices, and discrepancies in customer or vendor balances.

• Bookkeeping Recommendations: Provide a summary of findings and practical recommendations to improve accuracy, organization, and efficiency.

Gain confidence in your financial records, identify potential issues early, and make informed business decisions with greater clarity.