Ongoing Monthly Services

Monthly Bookkeeping & Bank Reconciliation

Keep your books accurate and current with routine transaction categorization, financial account reconciliation. This service provides you with reliable, clean numbers every month.

Financial Reports

Receive any monthly reports you need, including the Profit & Loss Statement, Balance Sheet, and Statement of Cash Flows. All statements are generated in Quickbooks. 

Project-Based & Catch-Up Services

Bookkeeping Cleanup

If your current books are messy, inaccurate, or contain unreconciled accounts, this service cleans up errors and inconsistencies within a specific, recent time frame . We fix the foundation so you can trust your data.

Bookkeeping Catch-Up

Perfect for businesses behind by a quarter or more. This service addresses large backlog of transactions, ensuring multiple months or even years of historical data are properly recorded, reconciled, and ready for tax preparation.

QuickBooks Online Setup & Customization

Ideal for new businesses or those migrating from another system. I will set up your QuickBooks Online file correctly from day one, ensuring you are subscribed to the right QBO plan for your needs. This service includes customizing your chart of accounts, connecting bank feeds, and ensuring the system is perfectly tailored to your business operations.

Advanced Management Services (Add-Ons)

Accounts Payable Management (Vendor Bills)

I handle the process of entering and managing vendor bills, scheduling payments, and ensuring you pay the right amount on time. This streamlines your vendor relationships and manages cash flow efficiently.

Accounts Receivable Management (Client Invoicing & Tracking)

Ensure you get paid faster by having your client invoicing, payment application, and collections tracking professionally managed. I handle the input and tracking so you can focus on generating revenue.

Pricing

All pricing is determined by: monthly transaction volume, number of bank/credit card accounts, the complexity of your business structure, and the specific scope of services selected.