Monthly Bookkeeping
For businesses that want books kept current, every month.
- Transaction categorization
- Receipt and expense tracking
- Full-charge bookkeeping
- Bank feed
- Categorize
- Reconcile
- Report
Services
Everything your books need, handled.
Pick one service or combine a few. Every engagement is built around how your business actually runs.
Cleanup & Catch-Up
For owners who are months (or years) behind.
- Backlog transactions entered
- Miscategorized items corrected
- Tax-ready books for your CPA
- Review
- Correct
- Reconcile
- Tax-ready
Bank & Credit Card Reconciliation
For accurate balances you can trust.
- Monthly bank reconciliations
- Credit card reconciliations
- Duplicate and missing items flagged
- Statement
- Match
- Investigate
- Balanced
Accounts Receivable & Payable
For steady cash flow and on-time payments.
- Customer invoicing and payment tracking
- Vendor bills recorded and scheduled
- AR and AP aging reports
- Invoice
- Track
- Collect
- Record
Financial Reporting & Month-End Close
For decisions based on real numbers.
- Profit & loss and balance sheet
- Cash flow overview
- Consistent month-end close checklist
- Close
- Review
- Reports
- Insights
QuickBooks Setup
For new businesses or a fresh start in QuickBooks Online.
- Chart of accounts tailored to you
- Bank feeds and bank rules
- Products, services, and sales tax settings
- Set up
- Connect
- Automate
Virtual Administrative Assistance
For owners buried in day-to-day admin.
- Data entry and document organization
- Email and calendar support
- Spreadsheet tracking and research
- Inbox
- Organize
- Follow up
Real Estate Administrative Support
For investors and property managers.
- Property-level income and expense tracking
- T-12 reports and owner statements
- Short-term rental bookkeeping support
- Rents
- Expenses
- T-12
- Statements
Industries
Bookkeeping that fits how you work.
Every industry has its own rhythm. I set up your books around the way you earn and spend.
Residential & Commercial Cleaning
Recurring clients, crew costs, supplies, and mileage add up fast. I keep it organized so you can see which jobs are actually profitable.
- Recurring client payments matched to invoices
- Labor and contractor costs categorized
- Supplies, equipment, and vehicle expenses categorized
- Monthly profit picture you can act on
Real Estate Investors & Property Management
Multiple properties, tenants, and owners need clean separation. I help keep every property's numbers clear and ready to review.
- Income and expenses tracked by property
- Rent, deposits, and repairs recorded correctly
- T-12 reports and owner statements
- Short-term rental payouts reconciled
Construction & Contractors
Job costs, materials, and subcontractor payments.
E-commerce
Stripe and marketplace payouts, fees, and refunds.
Retail
Daily sales, inventory purchases, and sales tax.
Staffing Agencies
Client billing, collections, and expense tracking.
Professional Services
Clean invoicing, expenses, and reporting.
How it works
Getting started is simple.
Free Consultation
A quick call to learn about your business, your current books, and what you need help with.
Review & Proposal
I review your books and send a clear proposal with scope and a fixed monthly price.
Onboarding
You grant secure accountant access. I set up or clean up your books and agree on a monthly routine.
Ongoing Support
Your books stay current, reconciled, and reported every month—with updates you can rely on.
Not sure what you need?
Let's figure it out together.
Tell me where your books are today and I'll recommend the right mix of services—free, no obligation.