Bookkeeping & Financial Services
As an outsourced bookkeeping partner for small business owners, I provide accurate, reliable, and stress-free financial support designed to save you time, increase clarity, and boost profitability.
QuickBooks Online is the platform at the center of my workflow, allowing secure cloud access, streamlined integrations, and efficient systems tailored to your business needs.
My goal is simple:
To help you stay organized, compliant, and confident in your finances year-round.
Here’s how I can help your business stay organized, compliant, and profitable year-round.
Monthly Bookkeeping
Complete monthly bookkeeping for small business owners, including categorization, reconciliations, account reviews, and month-end reporting to keep your finances clean, accurate, and tax-ready.
Cleanup & Catch-Up
Behind on your books? Whether it’s a few months or several years, I’ll clean, organize, and update your financial records so you can start fresh with accurate numbers.
Bookkeeping Consulting
Need help understanding your books, fixing errors, or setting up financial processes? I provide personalized guidance and expert support tailored to your business.
QuickBooks Setup
Full QuickBooks Online setup, including chart of accounts, integrations, rules, banking connections, settings configuration, and best-practice workflow optimization.
Payroll Services
Simple, compliant payroll setup and processing for small businesses. I ensure your employees or contractors are paid accurately and on time, while staying aligned with tax and reporting requirements.
QuickBooks Payroll
Setup and management of QuickBooks Payroll, including onboarding employees, automating payments, and ensuring accurate tax calculations and filings.
Financial Reporting
Clear, easy-to-understand monthly financial statements — Profit & Loss, Balance Sheet, Cash Flow, and customized reports that help you make confident business decisions.
1099 Filing
Accurate preparation and filing of 1099-NEC/1099-MISC forms for contractors, ensuring compliance and avoiding costly penalties.
Business Budgeting & Forecasting
Forward-looking financial planning to help you manage cash flow, prepare for growth, and make informed decisions using accurate projections and budgeting tools.
Pricing
Custom pricing based on your business needs. Your monthly rate depends on factors such as transaction volume, number of accounts, and service complexity. You will receive a personalized quote during your free consultation.
Most clients invest between $275–$600/month depending on transaction volume and complexity.