Services

What I do

Monthly Financials

Transaction Categorization

Bank and credit card reconciliations

Ongoing Support

Financials within 2 weeks after close of month

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Bookkeeping Clean-Up & Catch-Up

Organizing and correcting past financial records

Catching up on missed transactions and reconciliations

Ensuring tax-ready books for smooth filing

A young man in glasses writes in a notebook while sitting on a stylish couch indoors.

QuickBooks Set-Up

Choose the right quickBooks account for your business

Customized quickBooks installation & Configuration

Effortless Data Migration & Import

Training & Consulting

QuickBooks training to help you manage your own books

One-on-one consulting to improve financial processes

Best practices guidance for smarter bookkeeping

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