Services

What I can do for you and your business

Monthly Bookkeeping

Accurate bookkeeping is the foundation of a healthy business. My monthly bookkeeping service keeps your financial records organized, reconciled, and up to date so you always know where your business stands.

This includes transaction categorization, account reconciliation, and clear financial reporting—so you can make decisions with confidence instead of guessing.

What’s Included:

Transaction Categorization
All income and expenses are properly categorized so your financial reports accurately reflect how your business is performing.

Bank & Credit Card Reconciliation
Each month your bank and credit card accounts are reconciled to ensure transactions are complete and accurate.

Financial Reporting
You receive clear monthly financial reports so you can understand how your business is performing.

QuickBooks Maintenance
Your QuickBooks file stays clean and organized so issues don’t build up over time.

Communication When Questions Arise
If transactions require clarification, I’ll reach out so everything is recorded correctly.

Many of my clients are contractors and service-based businesses that rely on accurate bookkeeping to manage cash flow and understand project profitability. My systems are designed to keep QuickBooks organized so your financial reports reflect the true health of your business.

If you’re ready for accurate books and reliable financial information each month, schedule a consultation to see if monthly bookkeeping is the right fit for your business.

QuickBooks Cleanup

When QuickBooks becomes messy or inaccurate, your financial reports can’t be trusted. I help identify and correct errors so your books reflect the true financial position of your business.

This includes fixing miscategorized transactions, reconciling accounts, and resolving issues that have built up over time.

Common Issues I Fix

Unreconciled Accounts
Bank and credit card accounts that don’t match the actual balances.

Customer Payments Not Applied to Invoices
Payments recorded but never connected to the correct invoice.

Undeposited Funds Balances
Payments sitting in Undeposited Funds that were never properly deposited.

Incorrectly Categorized Transactions
Credit card payments or transfers recorded as expenses.

Duplicate or Missing Transactions
Transactions downloaded or entered incorrectly creating inaccurate reports.

Payment Processor Deposits
Deposits that appear as net amounts without the associated transaction fees properly recorded.

What the Cleanup Process Includes

Review your QuickBooks file to identify errors and inconsistencies
Reconcile bank and credit card accounts
Correct incorrectly categorized transactions
Match payments to invoices where needed
Resolve duplicate or missing transactions
Ensure financial reports accurately reflect your business activity

The Result

Once the cleanup is complete, your books will be organized, reconciled, and ready for ongoing bookkeeping or tax preparation. Most importantly, you’ll have financial reports you can rely on to make informed business decisions.

If your QuickBooks file feels messy or unreliable, a cleanup may be the first step toward getting your finances back on track.

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QuickBooks Setup

A proper QuickBooks setup creates the foundation for accurate and reliable bookkeeping. I help configure your system so income, expenses, and financial reports are structured correctly from the start.

With the right setup, your books stay organized and your financial data becomes a tool—not a source of confusion.

What the Setup Includes

QuickBooks Online Account Setup
Creating and configuring your QuickBooks Online account.

Chart of Accounts Design
Setting up the accounts your business needs so income and expenses are categorized correctly

Products and Services Setup
Creating products and services lists so invoices and expenses are recorded properly.

Bank and Credit Card Connections
Connecting financial accounts so transactions download automatically.

Basic Workflow Setup
Establishing processes for recording income, expenses, and deposits.

Initial Guidance
Providing guidance so you understand how your bookkeeping system works.

Many contractors and service-based businesses rely on QuickBooks to track job costs, manage expenses, and understand profitability. A proper setup ensures that your books support those goals from the start.

The Result

When your QuickBooks system is set up correctly, bookkeeping becomes easier, financial reports become more reliable, and your CPA receives cleaner information at tax time.

If you’re starting a new business or moving to QuickBooks Online, I can help you set up your bookkeeping system the right way.

Not Sure What You Need?

Most clients come to me unsure whether they need cleanup, monthly bookkeeping, or help getting started.

If your books feel messy or unreliable → you likely need QuickBooks Cleanup
If your books are mostly accurate but need ongoing support → Monthly Bookkeeping
If you’re just getting started → QuickBooks Setup

If you’re not sure, we can figure it out together. Schedule a Consultation Today

Free Consultation

Schedule your free 15-30 minute consultation

Let’s talk about how profitable and affordable it will be to have me handle your monthly bookkeeping. Click the button to the right to select a date and time that works for you and you will be imediately scheduled in my calendar.

Schedule Now