Services

Are you ready to...

Get started or need to clean up your books first?

You know that feeling when your bookkeeping is either a big mess, or you're just starting and have no idea how to get it set up right? That's exactly where I come in.

My Setup & Cleanup Services are all about taking your books from zero to perfectly organized.

• If you're just getting started, I'll handle the entire process of getting you set up on QuickBooks. I'll make sure all your accounts are connected and organized correctly from day one, so you have a solid foundation and can start tracking your money with confidence.

• If your books are a mess, don't worry, I can fix that too. I'll go back through all your old transactions, clean up any errors, and get everything up-to-date and in perfect order. Think of it as hitting the "reset" button on your financials.

Ultimately, my goal is to give you a clean slate and the peace of mind that comes with knowing your books are accurate and ready to go.

Are you ready to...

Follow your finances in real time?

When I talk about Core Bookkeeping and Transaction Management Services, I'm really talking about the foundation of your business's financial health. It's all about making sure every dollar that comes in and goes out is accounted for, so you have a crystal-clear picture of where your money is going.

Here's how I break it down:

First, there's Transaction Categorization & Recording. This is where I go through every single purchase, sale, and payment and put it into the right category—like "office supplies," "marketing," or "sales revenue." It's like putting every transaction into the correct bucket so we can easily see what you're spending money on and where your income is coming from.

Next, I handle Bank & Credit Card Reconciliation. This is my double-check to make sure everything is perfect. I compare the records I've categorized and recorded in your books with your actual bank and credit card statements. This ensures that every single transaction is accounted for and that your balances match up exactly. It's how we catch any errors or missed transactions.

Finally, all of this work comes together in the General Ledger. Think of this as the master record of your business. It's the central place where all the categorized and reconciled transactions live, giving us a complete and comprehensive view of your entire financial history. This is the document that allows me to see the big picture and generate the reports you need to make smart decisions for your business.

Are you ready to...

Stop guessing about your business's finances and start making confident decisions?

It's my job to take all your financial data and turn it into a clear picture of your business's health through Financial Insights Services. Think of it like a doctor giving you a full check-up. I'm looking at different aspects of your business to give you a complete diagnosis.

Your P&L (Profit & Loss) Statement

This is your business's report card. It's a summary of your income and expenses over a specific period—a month, a quarter, or a year. It tells you if your business is actually making a profit or taking a loss. It's how we figure out your bottom line.

Your Balance Sheet

If the P&L is a report card, the balance sheet is a snapshot. It shows what your business owns (assets), what it owes (liabilities), and what's left over for you, the owner (equity), on a single, specific date. It's a quick way to see the value and financial stability of your business at that moment in time.

Your Cash Flow Statement

This report is all about the money coming in and going out of your bank account. The P&L might say you're profitable, but this statement shows if you have enough cash on hand to actually pay the bills. It's the most important statement for understanding your business's day-to-day financial health and making sure you don't run into a cash crunch.

Customized Reports

Sometimes, the standard reports aren't enough. I can create custom reports that focus on specific things you care about, like tracking your sales by product, analyzing your biggest expenses, or looking at how different projects are performing. These reports give you the specific insights you need to make smart, data-driven decisions for your business.

Are you ready to...

Stop just tracking your finances and start using them to strategically grow your business?

It's my job to help you look at the big picture of your business's finances. I'm not just recording numbers; I'm helping you understand what they mean and how you can use them to make smarter business decisions.

Strategic Support & Analysis

Think of me as your financial co-pilot. I go beyond basic bookkeeping to help you set goals and create a roadmap to reach them. We'll work together to figure out where you want your business to go and how we can use your financial data to get you there. It's about using your numbers to make proactive, strategic decisions instead of just reacting to what happens.

Budget vs. Actual Analysis

We'll create a budget that reflects your goals, and then I'll compare it to your actual spending and income. This analysis shows us exactly where your business is performing as expected and where things are off track. It's a powerful tool for spotting problems early so we can course-correct and get you back on track to hitting your financial targets.

Expense & Cost Management

Every dollar you spend matters. I'll help you track and understand where your money is going so we can identify opportunities to reduce unnecessary costs and increase your profitability. We'll find ways to be more efficient without sacrificing quality, which means more money stays in your business.

Financial Data Review & Analysis

I take all your financial data and turn it into actionable insights. This is where I find trends, spot potential issues, and highlight opportunities for growth. It's the difference between just having a list of numbers and having a deep understanding of your business's performance.