Stress-free bookkeeping
(YES, IT’S REALLY POSSIBLE).
Tracking finances isn’t something most people enjoy.
Many business owners I’ve spoken to tell me how stressful the bookkeeping part of business is. Spending hours entering numbers, not knowing if you’ve done the work right, unsure how to keep track of all the information, or if your books are truly ready for the tax preparer.
I help business owners save time — an average of 60 hours per year.
Take the stress out of bookkeeping, and get your time back!
SERVICES
Bookkeeping cleanup
Starting with accurate financials is the cornerstone of a successful business. If you start with bad data, it’s all bad data- nothing that goes in or comes out of those books will be accurate or helpful.
Cleaning up the books lets us start with a clear, accurate picture of the company's financial health and prepare the business for future operations or audits.
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All cleanups are different, but most typically include:
Sorting and categorizing all financial transactions that may be disorganized or missing.
Reconciling: a process that confirms the bank statements, credit card statements, and other accounts match with the bookkeeping records.
Identifying and fixing all errors, such as duplicate entries, missing transactions, or misclassified items.
Making necessary adjustments for things like accrued expenses, deferred revenue, or depreciation.
Bringing the financial records up to date, including invoices, receipts, and payroll records, if applicable.
Checking that all records comply with tax laws to avoid penalties or audit issues.
The goal is to provide a clear, accurate picture of the company's financial health and prepare the business for future operations or audits.
Monthly
bookkeeping
Monthly bookkeeping is essential to maintain up-to-date financial records, which give a clear view of cash flow, expenses, and profits, which is crucial for budgeting and forecasting. Regular bookkeeping also helps identify potential financial issues early, reducing the risk of costly errors or audits down the road.
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Personalized, virtual training sessions covering a variety of topics, based on what you’d like to learn
$100 per hour; one hour minimum
Training
sessions
For the QBO-savvy business owner who does their own books: Get in-depth training sessions on navigating QuickBooks more smoothly, how to customize reports for your business, and how to find and fix incorrectly entered data - whatever you need a crash course in to feel confident doing your books!
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Bookkeeping tasks can vary from simple to complex and typically include:
Recording daily transactions to the correct accounts
Reconciling bank statements with the business records to confirm they match and fix any discrepancies
Generating reports for review
Preparing essential documents for tax filing purposes
Additional add-ons
Addtl services
Payroll services
Payroll services
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