Services

Categorize Transactions

I record each of your transactions to the correct account in your general ledger. That way nothing is sitting in uncategorized when it's time to do taxes.

Reconcile Accounts

Every month I reconcile your bank and credit card accounts against your statements. If something doesn't match, I find it and fix it right away instead of at the end of the year.

Financial Statements

I prepare your Profit and Loss statement and Balance Sheet. They show how the business is doing, and they are what your CPA will ask for at tax time.

Clean-Up Projects

If your books have mistakes, duplicate entries or accounts that were set up wrong, I go back through the records and correct them.

Catch-Up Bookkeeping

If you are months or even years behind, I can work through the backlog and bring your books up to date.

Software

I work in QuickBooks Online, NetSuite and Oracle. If you're not using any software yet, I can help you get started with QuickBooks Online.

Have Questions?

See the FAQ for answers about software, pricing and how getting started works, or schedule a call.