Bookkeeping Services
Bookkeeping support for wherever your business stands.
Behind on your books? Spending evenings sorting transactions? Or getting QuickBooks started for the first time? Get practical, personal support that helps you understand your numbers and take the next step. I help owner-operated service businesses — contractors, landscapers, cleaners, and more — get their books clean and clear.
Let’s discuss what you need. No obligation to move forward.
Monthly Bookkeeping
Keep your books current. Get your evenings back
You’re busy serving customers, but your accounts haven’t been reconciled. Bookkeeping can keep slipping down the list. I help keep your financial records organized so you can see what’s coming in, what’s going out, and how your business is doing.
A good fit if: you want consistent support and a clearer picture of your finances each month.
Your monthly service can include:
Categorizing business income and expenses
Reconciling bank and credit card accounts
Preparing monthly profit and loss and balance sheet reports
Monthly cash flow statements, explained in plain English.
Flagging missing information or transactions that need clarification
Answering questions about your bookkeeping and reports
We’ll agree on the accounts, workload, and monthly schedule before getting started.
Catch-up & Cleanup
Behind on your books? Start where you are.
Several months of transactions are waiting to be sorted. You don’t need everything perfectly organized before reaching out. We’ll review what’s available and build a practical plan to bring your records up to date.
A good fit if: you have overdue bookkeeping, unreconciled accounts, or numbers that don’t seem right.
Your Cleanup can include:
Reviewing existing records and identifying gaps
Recording and categorizing past transactions
Reconciling bank and credit card accounts
Investigating duplicate entries and inconsistencies
Preparing updated reports for the agreed period
Scope and pricing depend on the months involved, transaction volume, and condition of your records.
QuickBooks Setup
An organized start. A simpler routine.
You’ve started using QuickBooks but aren’t sure it’s organized correctly. Getting started is easier when your bookkeeping system reflects how your business actually works. I’ll help organize QuickBooks Online and walk you through a routine you can understand and maintain.
A good fit if: you’re new to QuickBooks Online or want help getting your initial setup in place.
Configuring business information and basic settings
Organizing your chart of accounts
Connecting bank and credit card feeds with your authorization
Setting up basic customer invoicing
Walking you through everyday bookkeeping tasks
Your setup can include:
We’ll confirm what you need before starting. Historical cleanup and the QuickBooks subscription are priced separately from setup.
Your bookkeeping needs depend on the size and activity of your business. Pricing reflects your transaction volume, number of accounts, and any cleanup needed.
We’ll start with a free conversation. If we’re a good fit, I’ll review the information needed to prepare a proposal with clear services, pricing, and next steps.