I am a QuickBooks Certified Basic and Advanced professional with more than 18 years of experience working with small businesses. I provide reliable and affordable bookkeeping services tailored to your business needs. I also work with other accounting software upon request.
I offer a free, no-obligation Zoom or phone consultation to discuss your bookkeeping needs and provide a quote for either monthly bookkeeping or a QuickBooks cleanup. You may respond through this ad or visit my website to book an appointment directly.
MONTHLY BOOKKEEPING: No account is too small! I can manage your monthly bookkeeping and provide accurate Profit & Loss reports while also assisting with additional financial reports and bookkeeping needs, including balance sheets, payroll, merchant reports, open invoice reviews, account reconciliation, and more upon request. My goal is to help keep your books organized and up to date so you have a clear picture of your business finances.
QUICKBOOKS CLEANUP: If your QuickBooks account is behind, disorganized, or not balancing correctly, I can help get everything back on track and ready for ongoing monthly bookkeeping. I am not easily overwhelmed and have experience working with some of the most complicated bookkeeping situations.
My QuickBooks cleanup experience includes resolving syncing issues, duplicate transactions, full reclassification of transactions, Chart of Accounts setup or cleanup, clearing bank feeds, importing bank statements, clearing Undeposited Funds, balancing open invoices, and reconciling multiple accounts. I also have experience with more complicated issues such as clearing customer or client accounts with matching deposits, payment and invoicing issues, refunds, and credit memos.
Whether you need ongoing monthly bookkeeping or help getting your QuickBooks account cleaned up and organized, I can help you get your books in order and keep them current. Contact me today for a free, no-obligation consultation and quote.
Think your QuickBooks file is too messy, incomplete, or complicated to fix? It may not be beyond repair.
We specialize in complex bookkeeping cleanup and reconciliation projects, helping business owners organize their financial records, correct errors, resolve discrepancies, and get their books back on track.
If your bookkeeping has been neglected, now is the time to take action. Waiting until a tax deadline is only weeks away can create unnecessary stress and make it much more difficult to identify and correct problems. Getting your books caught up early gives you time to organize your records, review transactions, resolve discrepancies, and prepare the financial information needed for tax filing.
Do you have a bag, box, or pile of receipts that you have not had time to organize? Do you need to file your taxes, but your bookkeeping has not even been started? Are your books incomplete or in need of a professional review? Maybe you have been doing your own bookkeeping but are unsure whether everything has been entered correctly. Perhaps you want to handle the bookkeeping yourself but simply do not know where to begin. If bookkeeping has become confusing, frustrating, or too time-consuming, professional support can help.
You need a bookkeeper who can take scattered receipts, incomplete records, and disorganized transactions and turn them into an organized bookkeeping system. We can help get your books started, bring overdue records up to date, and review existing bookkeeping for accuracy and completeness.
Our services can include organizing receipts and financial information, completing unfinished bookkeeping, reviewing existing records, reconciling accounts, identifying discrepancies, correcting bookkeeping issues, and helping establish a consistent process for maintaining your books going forward.
We also focus on identifying bookkeeping problems before they create larger issues during tax preparation. Accurate and organized financial records can make the tax process easier and give you greater confidence that your financial information is complete and properly maintained.
Whether you are starting from scratch, catching up several months or years of bookkeeping, or simply want a professional to review your current records, we can help determine what needs to be done and create a practical plan to get your books organized.
Our goal is to provide financial records that are clear, organized, and easier to maintain. Once your books are caught up and reviewed, you can move forward with greater confidence instead of continually worrying about unfinished bookkeeping.
We are a U.S.-based bookkeeping business offering flat-rate pricing based on your individual needs and the condition of your records. Every bookkeeping cleanup project is different, so pricing is determined by the amount and complexity of work required. Payment options may also be available to make getting your books caught up more manageable.
You can feel confident knowing that your bookkeeping project will receive careful attention and professional support.
If your QuickBooks file has become overwhelming, do not continue putting it off. Whether you have receipts waiting to be entered, incomplete books, years of catch-up work, or accounts that need reconciliation, we can help you take the next step.
Get your bookkeeping organized, address problems before they become bigger concerns, and move forward with confidence.
QUICKBOOKS ONLINE SETUP: Need a new QuickBooks Online account set up or want to convert from QuickBooks Desktop to the Online version? I can help with the setup and transition to make sure your account is properly organized from the start. If you do not want to commit to a monthly accounting software subscription and only need basic bookkeeping features, ask me about alternative options that may better fit your needs and budget.