A clean set of financial records is useful for much more than tax time. It can help a business owner understand cash flow, monitor operating costs, follow unpaid invoices, review monthly results, and keep track of what the business owes. I provide bookkeeping and accounting support for small businesses that want their financial information handled carefully and kept up to date.
I have more than 10 years of professional experience in bookkeeping and accounting support and am a Certified QuickBooks ProAdvisor. I can work with businesses that need regular financial maintenance, accounting assistance, historical cleanup, or help with a specific project.
My bookkeeping services include:
• Monthly and quarterly bookkeeping
• Bank and credit card reconciliation
• Recording business transactions
• Income and expense classification
• Accounts payable management
• Accounts receivable tracking
• Invoice and payment records
• Financial statement preparation
• Bookkeeping cleanup and catch-up work
• QuickBooks Online and Desktop support
• QuickBooks setup and organization
• Financial report review
• Profit and loss reporting
• Balance sheet preparation
• Cash flow information
• Expense analysis
• Account adjustments
• Month-end accounting support
• Accounting system organization
• Assistance with financial records
Bookkeeping and accounting are closely connected, but they serve different purposes. Bookkeeping involves maintaining the day-to-day financial records, while accounting involves reviewing and using that information to provide a clearer understanding of the business. I can assist with both sides so the records are not only entered but also properly organized for review.
Month-end work can be especially useful for businesses that want a regular financial snapshot. I can reconcile accounts, review transactions, organize outstanding items, and prepare financial reports showing activity for the period. This can help the owner see how revenue and expenses changed during the month and identify areas that may require attention.
I also handle records that need to be rebuilt or corrected. A business may have old transactions that were never entered, accounts that have not been reconciled, or financial information that was recorded inconsistently. I can review the available records, correct bookkeeping issues, reconcile accounts, and bring the financial information into better order.
For businesses that already have an internal bookkeeper, I can provide additional accounting support when needed. This may include reviewing account balances, helping with reconciliations, preparing reports, or assisting with month-end tasks. This can be useful when the regular workload becomes heavier or a particular accounting assignment requires additional experience.
QuickBooks is one of the systems I work with regularly. I can help with both Online and Desktop versions, including company setup, account organization, transaction management, reconciliations, reporting, and general QuickBooks guidance. I can also assist when a business needs to move from an older accounting system to a different platform.
New businesses can also use my services to establish their financial records from the beginning. I can help organize the accounting structure, set up bookkeeping procedures, and create a practical system for recording business activity as it develops.
I also provide support with accounts payable, accounts receivable, payroll-related bookkeeping, sales and use tax records, and special financial projects when these are part of the business requirements.
My approach is detail-focused and practical. I work to keep financial information organized, make reports easier to understand, and complete bookkeeping and accounting tasks consistently.
For bookkeeping, accounting support, financial cleanup, QuickBooks assistance, or month-end work, contact me with details about your business and the type of help you need. I can discuss the project or ongoing service with you.