SERVICES OFFERED

  • Every business has unique needs, and our services are tailored to meet those needs. Here's a small sample of what we offer our clients:

    ☑️ Customized Chart of Accounts

    ☑️ Transaction Categorization

    ☑️ Necessary Journal Entries

    ☑️ P&I Tracking on Notes Payable

    ☑️ Tax Compliance Adjustments

    ☑️ Monthly Reconciliations

    ☑️ Quarterly Financial Reports

    ☑️ Quarterly check-in Zoom calls

    ☑️ Email Support

    ☑️ Coordination with Your Tax Preparer for a smooth tax season

  • Whether you're months—or even years—behind, we specialize in bringing messy or incomplete books up to date quickly and accurately.

    This service is perfect for you if:

    • You haven’t kept up with your bookkeeping and tax time is looming

    • You’ve switched bookkeepers or DIY’d for a while and need a reset

    • You’re applying for a loan or funding and need clean financials

    • You want accurate books before moving into monthly services

    Here is a sampling of how we can help!

    • Transaction categorization and reconciliation for past periods

    • Clean-up of duplicate, missing, or mis-categorized entries

    • Organization of Fixed Assets, Liabilities, etc.

    • Setup or correction of your Chart of Accounts

    • Cleanup Product/Services, Customers, Vendors, etc.

    • Reporting and recommendations to move forward with confidence

  • For a one time fee, let us set up your QBO account the right way, the first time! A 30 minute training session is also included.

  • Stay compliant and stress-free—let us handle the complexity of sales tax so you can focus on running your business.

    Our Sales Tax Filing service includes:

    • Monthly, quarterly, or annual filings based on your state requirements

    • Accurate tracking and categorization of taxable vs. non-taxable sales

    • Registration and setup in your state’s sales tax system (if needed)

    • Timely submissions to avoid penalties and interest

    • Ongoing monitoring of filing deadlines and nexus thresholds

    • Multi-state filing support — if you file in more than five locations or have complex needs, we partner with TaxJar to ensure everything is handled with precision

  • We help you stay on top of your bills and maintain strong vendor relationships by managing your payables with accuracy and timeliness.

    Our A/P services include:

    • Processing and recording vendor bills

    • Payment scheduling based on due dates and cash flow

    • Weekly or bi-monthly bill pay runs (via platforms like Relay, Bill.com, etc.)

    • Tracking and organizing vendor W-9s and preparing 1099s

    • Maintaining a clean and organized A/P ledger

    • Communication with vendors as needed

  • We keep your cash flow strong by helping you stay on top of what’s owed—and making it easy for your clients to pay on time.

    Our A/R services include:

    • Creating and sending customer invoices

    • Setting up recurring invoices for retainer or subscription clients

    • Payment reminders and past-due follow-ups

    • Applying payments and reconciling deposits

    • Monthly A/R reporting so you know what’s outstanding

    • Support with platforms like QuickBooks, Keeper, or your CRM

  • Level up your business with Client Advisory Services (CAS)—financial insight that fuels smart growth.

    As your trusted advisor, I go beyond bookkeeping to provide strategic guidance on budgeting, forecasting, cash flow, pricing, and data-driven decision-making. My CAS offering gives you the clarity and confidence to grow with purpose—without the overhead of a full-time CFO.

  • 🤔 Not quite ready to hire a bookkeeper? Or maybe you just need to bounce around some ideas? Our consulting services might be perfect for you!

    You can book an hour of one-on-one time for $100 to ask questions, get advice, or tackle specific bookkeeping challenges together.

    Click here to book your consultation.