Services

Bookkeeping support that meets you where you are.

From monthly maintenance to complex cleanup, every engagement is shaped around reliable records, clear communication, and the real needs of your business.

Discuss your books

For ongoing confidence

Monthly bookkeeping

A dependable monthly close gives you accurate records, useful reports, and fewer surprises. Your bookkeeping is maintained with consistency and care, so you always know where things stand.

What’s included

Transaction categorization and review
Bank, credit card, and loan reconciliations
Payroll entries and payroll liability reconciliation
Month-end adjustments and closing review
Monthly financial statements
Responsive support for bookkeeping questions

Good fit for

Growing small businesses that want a reliable bookkeeping partner and a repeatable monthly process.

For books that need a reset

Catch-up & cleanup

Behind, inconsistent, or simply unsure what is accurate? I’ll work through the history, reconcile the details, and create a cleaner foundation you can trust going forward.

What’s included

Catch-up bookkeeping for prior months or years
Bank and credit card reconciliation
Review of duplicate, missing, or misclassified activity
Balance sheet cleanup and account corrections
Undeposited funds and revenue reconciliation
Tax-ready financial reports for your tax professional

Good fit for

Business owners preparing for tax filing, changing bookkeepers, or ready to stop carrying old bookkeeping problems forward.

For practical, expert guidance

QuickBooks Online support

Get focused help with the setup, workflow, or reconciliation issue standing between you and accurate books. The goal is a QuickBooks file that fits the way your business actually works.

What’s included

QuickBooks Online setup and diagnostic review
Chart of accounts organization
Workflow and process improvements
Class, location, and job-tracking support
Complex reconciliation troubleshooting
One-time projects and custom workpapers

Good fit for

Owners and bookkeeping teams that need an experienced second set of eyes or help solving a specific QuickBooks challenge.

Specialized support

Comfortable in the details.

Some books need more than routine categorization. Detailed reconciliations and practical workpapers help turn complicated activity into a clear answer.

Restaurant & hospitality

High-volume activity, POS deposits, payroll, sales tax, third-party delivery platforms, and location-level reporting.

Payout reconciliation

Detailed tie-outs for Stripe, Airbnb, VRBO, Toast, and other platforms where sales, fees, and bank deposits do not arrive in a simple one-to-one match.

Custom reconciliation support

Clear Excel workpapers and investigative analysis for complex activity, historical discrepancies, and reviewer-ready documentation.

A steady process

Simple, clear, and collaborative.

Understand

We start with your business, current books, and what you need most.

Organize

I create a focused scope and work through the details methodically.

Maintain

You receive clear updates, reliable records, and an easier path forward.

Not sure where to begin?

Tell me what’s happening in your books.

Request a consultation