What I Offer
Getting Started
Begin your bookkeeping journey on solid ground.
- QuickBooks Online setup or transition
- Organizing existing transactions
- Chart of accounts customization
Clean-Up & Catch-Up
Get your books back in order, no matter how far behind.
- Reviewing and reconciling past records
- Correcting inconsistencies
- Historical transaction categorization
Ongoing Bookkeeping
Monthly support so you always know where you stand.
- Monthly transaction categorization
- Bank and credit card reconciliations
- Monthly financial reports
- CPA collaboration
Optional Add-Ons
Expand your support as your business grows.
- Invoicing
- Bill pay
- Income categorization
A Note on Scope
I specialize in bookkeeping — not tax preparation, legal advice, manual payroll, or on-site bookkeeping. This focus means you get a true expert. I’m happy to refer you to trusted CPAs in my network.