Bookkeeping Made Simple

From keeping up with monthly bookkeeping to getting your books back on track, I offer personal support built around your business. Explore the services below to see where I can help.

Monthly Bookkeeping

Reliable monthly support to keep your books current and give you a clearer picture of how your business is doing.

  • Maintain your chart of accounts

  • Categorize income and expenses

  • Connect and reconcile bank and credit card accounts

  • Prepare monthly financial reports, including profit and loss, balance sheet, and statement of cash flows

  • Review your reports with you and answer bookkeeping questions

Bookkeeping Cleanup

If your books have fallen behind or don’t look quite right, I’ll help get them organized so you can move forward with confidence.

  • Review past transactions for missing or incorrect entries

  • Catch up on transaction categorization

  • Reconcile accounts for the agreed cleanup period

  • Identify and resolve discrepancies with your input

QuickBooks Online Setup

Start with a bookkeeping system organized around your business and a clear understanding of how to use it.

  • Set up QuickBooks Online for your business

  • Connect compatible business apps as agreed

  • Customize your chart of accounts

  • Connect bank and credit card feeds

  • Walk you through the basics of your new setup

Payroll Support

Personal support to help keep your payroll organized, accurate, and on schedule.

  • Help set up QuickBooks Payroll, if needed

  • Maintain employee payroll information

  • Process payroll in QuickBooks Payroll using the hours and details you provide

  • Record payroll transactions from QuickBooks Payroll or summaries provided by your other payroll provider

Not sure where to start?

Let’s talk about your business, where your books stand, and the support you need. Together, we’ll find the right next step.

Book a Free Consultation

Have a question? Contact me!