Bookkeeping Solutions for Small to Medium-sized Businesses Nationwide

Services Available

Monthly Bookkeeping Packages Starting at $147 per Month

Monthly Bookkeeping

Personalized, ongoing bookkeeping tailored to your business needs. My services include classifying all transactions, reconciling bank, credit card, and liability accounts, generating and analyzing financial statements, and managing accounts receivable and payable. With accurate financial insights, maximized deductions, and a seamless tax-time transition, you’ll be empowered to make informed decisions for your business’s success.

Diagnostic Review

An in-depth review of your books to identify any errors for correction, ensuring they’re in top shape for accurate financial decision-making and smooth tax filing.

Clean-up or Catch-up

Financial records in disarray? I’ll help you regain control by updating and organizing your books—whether for past years or the current year.

QuickBooks Setup & Training

Ready to streamline your accounting with QuickBooks but unsure how to set it up? As a certified QuickBooks ProAdvisor, I offer three packages—Accounts Payable, Accounts Receivable, or Monthly Reconciliation. I’ll guide you through connecting bank accounts, reconciling, invoicing, payments, and bill management, answering any questions along the way. Let’s make bookkeeping a smooth, efficient part of your business!

Quarterly Review with Consultation

Quarterly Diagnostic Review with a 30-minute consultation to discuss findings and keep your books accurate and up-to-date. This comprehensive review identifies errors and provides you with actionable insights to improve financial health.

Consulting

Have questions but don’t need ongoing monthly bookkeeping? I offer one-on-one consulting at an hourly rate to provide the support you need.

Payroll

Efficient payroll processing with Gusto, or connect with top industry professionals through Heartland Payroll partnership.
Need HR support? My trusted partner has you covered there, too!

FAQ

Do I need a bookkeeper?

Every small business can benefit from having a dedicated bookkeeper. Hiring a bookkeeper not only saves you valuable time but also eliminates the frustration of navigating complex accounting processes. Instead of spending hours trying to manage your books—only to pay a CPA to fix any mistakes—you can focus on what you do best. With my bookkeeping services, you’ll enjoy greater efficiency, cost savings, and the peace of mind that comes from knowing your financials are in good hands.

Hiring an online bookkeeper is a cost-effective solution compared to bringing on an in-house employee. By saving you both time and money, online bookkeeping services allow you to reinvest in your business and enhance your personal life. The less time you spend managing your books, the more time you can dedicate to your clients and family. With a professional online bookkeeper handling your financial records, you can focus on growing your business and enjoying what truly matters.

No worries! I’m here to help with catch-up bookkeeping during the onboarding process. I’ll provide you with an estimated cost and schedule a completion date that works for you. My rates for catch-up bookkeeping are reasonable, especially for recurring clients, ensuring you stay organized and ready for tax season.

To efficiently handle your monthly and quarterly bookkeeping, I’ll need access to your business’s bank and credit card accounts. Many banks offer read-only access, helping to keep fees affordable and efficiency high. This allows me to provide accurate and timely bookkeeping services, so you can focus on what you do best.

As a QuickBooks Certified ProAdvisor, I utilize QuickBooks Online to provide monthly, quarterly, and annual bookkeeping services. I work with all QuickBooks plans, including Simple Start, Essentials, Plus, and Advanced. If you already have a subscription, there’s no need to purchase another. If you don’t have a subscription, I can help you get set up and get you a discount as a ProAdvisor.

I am not a CPA; I am a dedicated bookkeeper who organizes your small business finances each month at a lower cost than most CPAs. My services provide the financial clarity you need without the higher fees associated with traditional accounting.

I do not provide tax services, but I prepare your financials to ensure they are organized and ready for your tax preparer when the time comes. I’m happy to collaborate with your tax preparer if they have any questions or need modifications to your books.

Your confidentiality and security is my priority. I follow strict protocols for handling sensitive data. Your financial information is kept confidential, encrypted, and protected at all times, giving you peace of mind.

I’m here to help! If any issues arise, I address them quickly and efficiently, ensuring your business runs smoothly. My goal is to make your bookkeeping and payroll worry-free.

Absolutely! You’ll maintain full control while I handle the details. I’ll provide you with regular updates and easy-to-understand reports, so you’re always informed and confident in your financial decisions.

Ready to Take Back your time?