I offer comprehensive bookkeeping services designed to give you confidence in your financials every month. This includes coding transactions, reconciling accounts, and delivering monthly financial reports, so you always know where your business stands. I can also help streamline your Accounts Receivable (AR) and Accounts Payable (AP) processes for smoother, more efficient cash flow management. Additionally, I provide budgeting and forecasting support to help you plan for the future and achieve your business goals. At year-end, I assist with annual 1099 filings to ensure compliance and accuracy. While I don’t handle payroll directly, I’m here to answer your payroll questions and assist you in setting up with my preferred payroll partner, Gusto, for a seamless payroll experience.

Once we've determined that we're a good fit to work together, you'll review and sign an engagement letter to kick things off. After that, you'll provide access to your accounting software (if it’s already set up), as well as read-only access to your bank, credit cards, and any applicable loans. I’ll then review your current setup or assist you in getting everything in place. Once I’ve had a chance to go over everything, we’ll have a follow-up call to address any outstanding questions. After this, the monthly process becomes streamlined and efficient!

The short answer is no. While I do have some background and experience in tax, I am not a tax professional. Having your books in order will make tax planning and preparation a breeze. I work closely with your chosen CPA to ensure timely filings.

Yes! Accounting software like QuickBooks Online makes your bookkeeping more efficient by automating many of the manual tasks that would otherwise take hours. It also consolidates all your financial data in one place, allowing for easy access to reports and insights. The cost of the software pays for itself by saving time and reducing errors, making it a smart investment for any business owner.

No need to worry—leave the cleanup to an expert! You don’t have to do any prep work before we start. I’ll handle the necessary cleanup to get your books back on track. Your primary involvement will be answering any questions I have to ensure accuracy and clarity as we work together to restore your financial records

The cost of my services depends on the size and complexity of your business, with a minimum fee of $200 per month. After an initial consultation, I can provide you with a customized quote based on your specific needs. My goal is to offer transparent and fair pricing that reflects the value of having organized, accurate financials each month.