ServicesClear books. Confident decisions.
Every service is designed for small business owners and freelancers who need accurate financials without the overhead of an in-house bookkeeper.
Monthly Bookkeeping
Consistent records, every month.
I handle your books on a recurring monthly basis — reconciling accounts, categorizing transactions, and delivering clean financials you can actually use. No backlog, no surprises.
What's included
- Bank and credit card reconciliation
- Transaction categorization
- Monthly financial summary
- Ongoing communication and support
Catch-Up Bookkeeping
Behind? I'll get you current — fast.
Whether you're a few months or a few years behind, I'll reconstruct your records accurately and efficiently. Perfect before tax season, a loan application, or bringing on an accountant.
What's included
- Full historical reconciliation
- Transaction review and cleanup
- Organized records by period
- Handoff-ready financials
QuickBooks Online Setup
Start fresh — set up right from day one.
If you don't have QuickBooks Online yet, I'll get you started. I set up your entire account from scratch — chart of accounts, bank connections, and everything configured for your specific business. You'll have a clean, organized system ready to go.
What's included
- Full QuickBooks Online account creation
- Custom chart of accounts for your business
- Bank and credit card connections
- Initial settings and preferences configured
- Walkthrough so you know what to expect
Financial Reporting
Know your numbers before you need them.
Profit & loss statements, balance sheets, and cash flow reports delivered on your schedule. Understand where your money is going and make decisions with confidence.
What's included
- Profit & loss statement
- Balance sheet
- Cash flow report
- Custom reporting cadence
How it works Simple from day one.
Free Consultation
I start with a 20-minute call to understand your business, your current setup, and what you need.
Onboarding
I connect to your accounts, review your existing records, and set up a clean system going forward.
Ongoing Work
I handle your books each month and keep you updated. You focus on your business — I handle the numbers.
Not sure which service fits? Book a free consultation and I'll figure it out with you.