Bookkeeping & Financial Recordkeeping for Small Businesses
A business can have plenty of sales and regular activity but still lack a clear picture of its financial position when the books are not maintained properly. I help small business owners organize their financial records, keep transactions up to date, and maintain a reliable bookkeeping system without adding more work to their daily schedule. I’m a Certified QuickBooks ProAdvisor with over 10 years of professional bookkeeping experience, providing practical support for businesses at different stages.
Bookkeeping Services I Offer:**
•QuickBooks Online and Desktop management
•Monthly and quarterly bookkeeping
•Recording and organizing daily transactions
•Bank, credit card, and loan account reconciliation
•Customer invoicing and payment applications
•Vendor bill entry and payment tracking
•Accounts payable and receivable management
•Tracking sales, refunds, and customer credits
•Maintaining accurate account balances
•Recording business expenses and reimbursements
•Reviewing financial transactions for errors
•Organizing receipts and expense documentation
•General ledger maintenance
•Profit and loss and balance sheet preparation
•QuickBooks cleanup and bookkeeping corrections
• Catch-up bookkeeping for previous months
•New business bookkeeping setup
I can assist with businesses that need regular bookkeeping as well as those that have fallen behind and need their records brought up to date. If transactions have been left unrecorded, accounts have not been reconciled, or your QuickBooks balances do not match your statements, I can review the existing information and work through the areas that need correction.
Another important part of maintaining good books is making sure customer and vendor activity is properly reflected. I can help organize unpaid invoices, outstanding bills, payment records, credits, and account balances so you have a clearer view of what has been received and what still needs attention. This also makes it easier to locate information when questions come up about a particular transaction.
For businesses that are changing their bookkeeping arrangements, I can take over an existing QuickBooks file and continue working with the current setup where appropriate. If you are opening a new business, I can help create an organized bookkeeping structure and get your accounts ready for ongoing use. I can also assist with reviewing older records before your books are prepared for tax time.
My approach is straightforward: keep the records accurate, maintain consistency, and make financial information easier to understand. Whether you need ongoing monthly bookkeeping, a one-time cleanup, or help managing your QuickBooks account, I’m available to discuss your requirements. Contact me with some details about your business and the type of support you are looking for.